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 | 17.44% | Reduce −3.5% | 97,646 | $419.21 | $41M | −3,500 | +$12M |
| ENTA - Enanta Pharmaceuticals | 10.78% | Hold | 2,114,444 | $11.97 | $25M | — | — |
| JAZZ - Jazz Pharmaceuticals | 9.42% | Add +1.8% | 167,816 | $131.80 | $22M | +3,000 | +$5M |
| BMRN - Biomarin Pharmaceutical | 9.36% | New | 405,450 | $54.16 | $22M | +405,450 | +$22M |
| EXEL - Exelixis | 9.12% | Add +5.1% | 518,526 | $41.30 | $21M | +25,000 | −$337K |
| SUPN - Supernus Pharmaceuticals | 7.40% | Reduce −23.1% | 363,479 | $47.79 | $17M | −108,897 | +$2M |
| SNY - Sanofi- | 6.51% | Add +117.5% | 323,946 | $47.20 | $15M | +175,000 | +$8M |
| Avadel Pharmaceuticals | 6.22% | Reduce −0.3% | 955,860 | $15.27 | $15M | −3,017 | +$6M |
| GSK - Gsk -Spon | 5.00% | Hold | 271,729 | $43.16 | $12M | — | — |
| CAH - Cardinal Health | 4.93% | Reduce −44.9% | 73,745 | $156.96 | $12M | −60,000 | −$11M |
| INDV - Indivior | 3.49% | Reduce −65.2% | 339,532 | $24.11 | $8M | −634,942 | −$6M |
| BNTX - Biontech Se- | 3.33% | Add +8.2% | 79,366 | $98.62 | $8M | +5,984 | +$14K |
| ALKS - Alkermes | 2.66% | Hold | 207,822 | $30.00 | $6M | — | — |
| VNDA - Vanda Pharmaceuticals | 2.51% | Add +15.2% | 1,180,388 | $4.99 | $6M | +155,505 | +$1M |
| REGN - Regeneron Pharmaceuticals | 0.96% | Hold | 4,000 | $562.25 | $2M | — | — |
| BIIB - Biogen | 0.60% | New | 10,000 | $140.10 | $1M | +10,000 | +$1M |
| EOLS - Evolus | 0.26% | New | 100,000 | $6.14 | $614K | +100,000 | +$614K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| JNJ - Johnson & Johnson | 3.23% | Exit | 0 | $152.75 | $6M | −40,000 | −$6M |
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