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
| EXEL - Exelixis | 17.93% | Reduce −31.5% | 878,533 | $36.92 | $32M | −403,079 | +$272K |
| UTHR - United Therapeutics | 16.74% | Reduce −34.6% | 98,228 | $308.27 | $30M | −51,977 | −$2M |
| CAH - Cardinal Health | 14.38% | Reduce −10.2% | 188,745 | $137.77 | $26M | −21,518 | +$1M |
| SUPN - Supernus Pharmaceuticals | 7.82% | New | 431,986 | $32.75 | $14M | +431,986 | +$14M |
| JAZZ - Jazz Pharmaceuticals | 6.91% | Reduce −8.7% | 100,703 | $124.15 | $13M | −9,554 | −$528K |
| ENTA - Enanta Pharmaceuticals | 6.46% | Add +41.3% | 2,116,586 | $5.52 | $12M | +618,512 | −$491K |
| GSK - Gsk -Spon | 5.83% | New | 272,000 | $38.74 | $11M | +272,000 | +$11M |
| INDV - Indivior | 5.09% | Add +37.5% | 965,368 | $9.53 | $9M | +263,495 | −$2M |
| SNY - Sanofi- | 4.57% | Add +42136.8% | 149,096 | $55.46 | $8M | +148,743 | +$1M |
| BNTX - Biontech Se- | 4.41% | Reduce −6.4% | 87,563 | $91.05 | $8M | −6,020 | −$2M |
| Avadel Pharmaceuticals | 4.11% | New | 950,000 | $7.83 | $7M | +950,000 | +$7M |
| ALKS - Alkermes | 3.79% | Reduce −17.4% | 207,822 | $33.02 | $7M | −43,673 | +$13K |
| VNDA - Vanda Pharmaceuticals | 1.91% | Add +651.9% | 754,381 | $4.59 | $3M | +654,049 | +$2M |
| Mural Oncology | 0.05% | Reduce −7.4% | 70,263 | $1.27 | $89K | −5,605 | −$137K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BIIB - Biogen | 9.85% | Exit | 0 | $146.76 | $17M | −113,502 | −$17M |
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