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 | 19.55% | Reduce −7.7% | 84,282 | $592.99 | $50M | −7,000 | +$6M |
| ENTA - Enanta Pharmaceuticals | 14.16% | Add +3.6% | 2,866,138 | $12.63 | $36M | +99,748 | −$7M |
| JAZZ - Jazz Pharmaceuticals | 12.41% | Hold | 167,816 | $189.05 | $32M | — | — |
| BMRN - Biomarin Pharmaceutical | 11.59% | Hold | 524,786 | $56.49 | $30M | — | — |
| EXEL - Exelixis | 6.97% | Reduce −15.8% | 415,693 | $42.89 | $18M | −77,833 | −$4M |
| SNY - Sanofi- | 6.10% | Hold | 323,946 | $48.18 | $16M | — | — |
| SUPN - Supernus Pharmaceuticals | 5.67% | Reduce −10.5% | 280,681 | $51.69 | $15M | −32,818 | −$1M |
| INDV - Indivior Pharmaceuticals | 4.05% | New | 339,532 | $30.48 | $10M | +339,532 | +$10M |
| RARE — | 3.20% | Add +161.2% | 390,879 | $20.95 | $8M | +241,245 | +$5M |
| VNDA - Vanda Pharmaceuticals | 3.19% | Hold | 1,180,388 | $6.91 | $8M | — | — |
| EMBC - Embecta | 2.54% | New | 735,340 | $8.84 | $6M | +735,340 | +$6M |
| GSK - Gsk -Spon | 2.09% | Hold | 96,729 | $55.19 | $5M | — | — |
| BNTX - Biontech Se- | 2.07% | Reduce −40.2% | 59,523 | $88.87 | $5M | −40,000 | −$4M |
| ALKS - Alkermes | 1.49% | Hold | 107,822 | $35.36 | $4M | — | — |
| BIIB - Biogen | 1.43% | Add +100.0% | 20,000 | $183.35 | $4M | +10,000 | +$2M |
| REGN - Regeneron Pharmaceuticals | 1.21% | Hold | 4,000 | $772.75 | $3M | — | — |
| ARDX - Ardelyx | 1.17% | New | 500,000 | $5.99 | $3M | +500,000 | +$3M |
| Inmode | 0.65% | New | 120,942 | $13.68 | $2M | +120,942 | +$2M |
| EOLS - Evolus | 0.25% | Add +58.0% | 157,985 | $4.11 | $649K | +57,985 | −$16K |
| ABT - Abbott Laboratories | 0.20% | New | 5,000 | $102.60 | $513K | +5,000 | +$513K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Avadel Pharmaceuticals | 6.51% | Exit | 0 | $21.55 | $18M | −855,860 | −$18M |
| CAH - Cardinal Health | 5.35% | Exit | 0 | $205.51 | $15M | −73,745 | −$15M |
| INDV - Indivior | 4.30% | Exit | 0 | $35.88 | $12M | −339,532 | −$12M |
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