Krensavage Asset Management LLC Michael Krensavage
New York, NY 21 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $263M
- 18 holdings
- 2026 Q2
- +2.7% QoQ
- Top 5 64.7%
AUM over time
Book
| UTHR, United Therapeutics | Reduce −6.5% | 91,282 | $487.25 | $44M | −6,364 | +$3.5M | |
| ENTA, Enanta Pharmaceuticals | Add +30.8% | 2,766,390 | $15.77 | $44M | +651,946 | +$18M | |
| BMRN, Biomarin Pharmaceutical | Add +29.4% | 524,786 | $59.43 | $31M | +119,336 | +$9.2M | |
| JAZZ, Jazz Pharmaceuticals | Hold | 167,816 | $170.00 | $29M | — | — | |
| EXEL, Exelixis | Reduce −4.8% | 493,526 | $43.83 | $22M | −25,000 | +$216K | |
| Avadel Pharmaceuticals | Reduce −10.5% | 855,860 | $21.55 | $18M | −100,000 | +$3.8M | |
| SNY, Sanofi-Adr | Hold | 323,946 | $48.46 | $16M | — | — | |
| SUPN, Supernus Pharmaceuticals | Reduce −13.8% | 313,499 | $49.70 | $16M | −49,980 | −$1.8M | |
| CAH, Cardinal Health | Hold | 73,745 | $205.51 | $15M | — | — | |
| INDV, Indivior | Hold | 339,532 | $35.88 | $12M | — | — | |
| VNDA, Vanda Pharmaceuticals | Hold | 1,180,388 | $8.82 | $10M | — | — | |
| BNTX, Biontech Se-Adr | Add +25.4% | 99,523 | $95.20 | $9.5M | +20,157 | +$1.6M | |
| GSK | Reduce −64.4% | 96,729 | $49.04 | $4.7M | −175,000 | −$7M | |
| RARE | New | 149,634 | $23.00 | $3.4M | +149,634 | +$3.4M | |
| REGN, Regeneron | Hold | 4,000 | $771.75 | $3.1M | — | — | |
| ALKS, Alkermes | Reduce −48.1% | 107,822 | $27.98 | $3M | −100,000 | −$3.2M | |
| BIIB, Biogen | Hold | 10,000 | $176.00 | $1.8M | — | — | |
| EOLS, Evolus | Hold | 100,000 | $6.65 | $665K | — | — |
Filings history
20 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2