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 | 15.71% | Reduce −6.5% | 91,282 | $487.25 | $44M | −6,364 | +$4M |
| ENTA - Enanta Pharmaceuticals | 15.41% | Add +30.8% | 2,766,390 | $15.77 | $44M | +651,946 | +$18M |
| BMRN - Biomarin Pharmaceutical | 11.02% | Add +29.4% | 524,786 | $59.43 | $31M | +119,336 | +$9M |
| JAZZ - Jazz Pharmaceuticals | 10.08% | Hold | 167,816 | $170.00 | $29M | — | — |
| EXEL - Exelixis | 7.64% | Reduce −4.8% | 493,526 | $43.83 | $22M | −25,000 | +$216K |
| Avadel Pharmaceuticals | 6.51% | Reduce −10.5% | 855,860 | $21.55 | $18M | −100,000 | +$4M |
| SNY - Sanofi- | 5.54% | Hold | 323,946 | $48.46 | $16M | — | — |
| SUPN - Supernus Pharmaceuticals | 5.50% | Reduce −13.8% | 313,499 | $49.70 | $16M | −49,980 | −$2M |
| CAH - Cardinal Health | 5.35% | Hold | 73,745 | $205.51 | $15M | — | — |
| INDV - Indivior | 4.30% | Hold | 339,532 | $35.88 | $12M | — | — |
| VNDA - Vanda Pharmaceuticals | 3.68% | Hold | 1,180,388 | $8.82 | $10M | — | — |
| BNTX - Biontech Se- | 3.35% | Add +25.4% | 99,523 | $95.20 | $9M | +20,157 | +$2M |
| GSK - Gsk -Spon | 1.68% | Reduce −64.4% | 96,729 | $49.04 | $5M | −175,000 | −$7M |
| RARE — | 1.22% | New | 149,634 | $23.00 | $3M | +149,634 | +$3M |
| REGN - Regeneron Pharmaceuticals | 1.09% | Hold | 4,000 | $771.75 | $3M | — | — |
| ALKS - Alkermes | 1.07% | Reduce −48.1% | 107,822 | $27.98 | $3M | −100,000 | −$3M |
| BIIB - Biogen | 0.62% | Hold | 10,000 | $176.00 | $2M | — | — |
| EOLS - Evolus | 0.23% | Hold | 100,000 | $6.65 | $665K | — | — |
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