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 −7.7% | 84,282 | $592.99 | $50M | −7,000 | +$5.5M | |
| ENTA, Enanta Pharmaceuticals | Add +3.6% | 2,866,138 | $12.63 | $36M | +99,748 | −$7.4M | |
| JAZZ, Jazz Pharmaceuticals | Hold | 167,816 | $189.05 | $32M | — | — | |
| BMRN, Biomarin Pharmaceutical | Hold | 524,786 | $56.49 | $30M | — | — | |
| EXEL, Exelixis | Reduce −15.8% | 415,693 | $42.89 | $18M | −77,833 | −$3.8M | |
| SNY, Sanofi-Adr | Hold | 323,946 | $48.18 | $16M | — | — | |
| SUPN, Supernus Pharmaceuticals | Reduce −10.5% | 280,681 | $51.69 | $15M | −32,818 | −$1.1M | |
| INDV, Indivior Pharmaceuticals | New | 339,532 | $30.48 | $10M | +339,532 | +$10M | |
| RARE | Add +161.2% | 390,879 | $20.95 | $8.2M | +241,245 | +$4.7M | |
| VNDA, Vanda Pharmaceuticals | Hold | 1,180,388 | $6.91 | $8.2M | — | — | |
| EMBC, Embecta | New | 735,340 | $8.84 | $6.5M | +735,340 | +$6.5M | |
| GSK | Hold | 96,729 | $55.19 | $5.3M | — | — | |
| BNTX, Biontech Se-Adr | Reduce −40.2% | 59,523 | $88.87 | $5.3M | −40,000 | −$4.2M | |
| ALKS, Alkermes | Hold | 107,822 | $35.36 | $3.8M | — | — | |
| BIIB, Biogen | Add +100.0% | 20,000 | $183.35 | $3.7M | +10,000 | +$1.9M | |
| REGN, Regeneron | Hold | 4,000 | $772.75 | $3.1M | — | — | |
| ARDX, Ardelyx | New | 500,000 | $5.99 | $3M | +500,000 | +$3M | |
| Inmode | New | 120,942 | $13.68 | $1.7M | +120,942 | +$1.7M | |
| EOLS, Evolus | Add +58.0% | 157,985 | $4.11 | $649K | +57,985 | −$16K | |
| ABT, Abbott Laboratories | New | 5,000 | $102.60 | $513K | +5,000 | +$513K |
Exits / last held
Gone since 2025 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Avadel Pharmaceuticals | Exit | 0 | $21.55 | $18M | −855,860 | −$18M | |
| CAH, Cardinal Health | Exit | 0 | $205.51 | $15M | −73,745 | −$15M | |
| INDV, Indivior | Exit | 0 | $35.88 | $12M | −339,532 | −$12M |
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