Featured 13F manager
Krensavage Asset Management LLC Michael Krensavage
New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $263M
- 18 Positions
- 2026 Q2
- +2.7% QoQ
- Top 5 64.7%
Michael Krensavage files Krensavage Asset Management LLC as a Form 13F. The latest book is 2026 Q2 at $263M, up 2.7% QoQ, led by Enanta Pharmaceuticals, Jazz Pharmaceuticals, and United Therapeutics.
Portfolio
top 5 64.7% · top 10 89.4%
- ENTA - Enanta Pharmaceuticals 15.9%
- JAZZ - Jazz Pharmaceuticals 15.4%
- UTHR - United Therapeutics 14.3%
- BMRN - Biomarin Pharmaceutical 11.4%
- EXEL - Exelixis 7.7%
- ABT - Abbott Laboratories 6.9%
- SNY - Sanofi- 5.2%
- SUPN - Supernus Pharmaceuticals 5.0%
- RARE — 4.9%
- VNDA - Vanda Pharmaceuticals 2.7%
- BNTX - Biontech Se- 2.1%
- GSK - Gsk -Spon 1.9%
- Other 6.6%
AUM over time
Book
| UTHR - United Therapeutics | 20.15% | Reduce −15.1% | 100,332 | $358.35 | $36M | −17,876 | −$2M |
| EXEL - Exelixis | 18.64% | Reduce −23.6% | 1,281,612 | $25.95 | $33M | −395,781 | −$4M |
| CAH - Cardinal Health | 13.02% | Reduce −3.4% | 210,263 | $110.52 | $23M | −7,393 | +$2M |
| BIIB - Biogen | 12.33% | Reduce −8.3% | 113,502 | $193.84 | $22M | −10,283 | −$7M |
| ENTA - Enanta Pharmaceuticals | 8.70% | Add +19.7% | 1,498,074 | $10.36 | $16M | +246,736 | −$710K |
| JAZZ - Jazz Pharmaceuticals | 6.88% | Add +1.1% | 110,257 | $111.41 | $12M | +1,181 | +$642K |
| BNTX - Biontech Se- | 6.23% | Reduce −29.3% | 93,583 | $118.77 | $11M | −38,710 | +$484K |
| SNY - Sanofi- | 4.85% | Reduce −2.4% | 150,205 | $57.63 | $9M | −3,627 | +$1M |
| ALKS - Alkermes | 3.94% | Reduce −2.4% | 251,495 | $27.99 | $7M | −6,059 | +$832K |
| INDV - Indivior | 3.83% | New | 701,873 | $9.75 | $7M | +701,873 | +$7M |
| VNDA - Vanda Pharmaceuticals | 1.09% | Reduce −37.4% | 414,684 | $4.69 | $2M | −247,482 | −$2M |
| REGN - Regeneron Pharmaceuticals | 0.21% | Reduce −95.5% | 353 | $1,051 | $371K | −7,500 | −$8M |
| Mural Oncology | 0.13% | Add +1.1% | 75,868 | $3.12 | $237K | +811 | +$1K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Taro Pharmaceutical Indus | 12.83% | Exit | 0 | $43.00 | $28M | −650,089 | −$28M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 18 | $263M | +2.7% | 13F-HR | 8/13/2026 | 000160925126000005 |
| 2026 Q1 | 20 | $256M | −9.5% | 13F-HR | 5/15/2026 | 000160925126000004 |
| 2025 Q4 | 18 | $283M | +20.4% | 13F-HR | 2/18/2026 | 000160925126000003 |
| 2025 Q3 | 17 | $235M | +24.3% | 13F-HR | 11/17/2025 | 000160925125000007 |
| 2025 Q2 | 15 | $189M | +4.4% | 13F-HR | 8/15/2025 | 000160925125000006 |
| 2025 Q1 | 14 | $181M | +7.1% | 13F-HR | 5/15/2025 | 000160925125000004 |
| 2024 Q4 | 12 | $169M | — | RESTATEMENT | 2/18/2025 | 000160925125000002 |
| 2024 Q4 | 12 | $169M | −5.1% | 13F-HR | 2/18/2025 | 000160925125000001 |
| 2024 Q3 | 13 | $178M | −18.3% | 13F-HR | 11/15/2024 | 000164227424000006 |
| 2024 Q2 | 13 | $218M | −3.5% | 13F-HR | 8/15/2024 | 000160925124000006 |
| 2024 Q1 | 12 | $226M | −19.9% | 13F-HR | 5/15/2024 | 000160925124000005 |
| 2023 Q4 | 12 | $282M | +3.7% | 13F-HR | 2/14/2024 | 000160925124000002 |
| 2023 Q3 | 12 | $272M | −13.9% | 13F-HR | 11/15/2023 | 000160925123000005 |
| 2023 Q2 | 12 | $316M | −4.0% | 13F-HR | 8/11/2023 | 000160925123000004 |
| 2023 Q1 | 12 | $329M | +1.5% | 13F-HR | 5/16/2023 | 000160925123000003 |
| 2022 Q4 | 12 | $324M | +3.2% | 13F-HR | 2/15/2023 | 000160925123000001 |
| 2022 Q3 | 14 | $314M | +4.0% | 13F-HR | 11/15/2022 | 000160925122000005 |
| 2022 Q2 | 14 | $302M | +4.1% | 13F-HR | 8/16/2022 | 000160925122000004 |
| 2022 Q1 | 13 | $290M | +0.7% | 13F-HR | 5/17/2022 | 000160925122000003 |
| 2021 Q4 | 10 | $288M | −9.7% | 13F-HR | 2/15/2022 | 000160925122000002 |
| 2021 Q3 | 13 | $319M | — | 13F-HR | 11/16/2021 | 000160925121000006 |
About
Krensavage Asset Management LLC
21 processed 13Fs on this site · 2021 Q3–2026 Q2