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
Latest book
| ENTA - Enanta Pharmaceuticals | 15.88% | Hold | 2,866,138 | $14.58 | $42M | — | — |
| JAZZ - Jazz Pharmaceuticals | 15.36% | Hold | 167,816 | $240.97 | $40M | — | — |
| UTHR - United Therapeutics | 14.26% | Reduce −17.8% | 69,282 | $541.83 | $38M | −15,000 | −$12M |
| BMRN - Biomarin Pharmaceutical | 11.41% | Hold | 524,786 | $57.22 | $30M | — | — |
| EXEL - Exelixis | 7.66% | Reduce −10.8% | 370,693 | $54.41 | $20M | −45,000 | +$2M |
| ABT - Abbott Laboratories | 6.89% | Add +3900.0% | 200,000 | $90.74 | $18M | +195,000 | +$18M |
| SNY - Sanofi- | 5.25% | Hold | 323,946 | $42.66 | $14M | — | — |
| SUPN - Supernus Pharmaceuticals | 4.96% | Hold | 280,681 | $46.51 | $13M | — | — |
| RARE — | 4.96% | Hold | 390,879 | $33.39 | $13M | — | — |
| VNDA - Vanda Pharmaceuticals | 2.74% | Hold | 1,180,388 | $6.12 | $7M | — | — |
| BNTX - Biontech Se- | 2.10% | Hold | 59,523 | $93.06 | $6M | — | — |
| GSK - Gsk -Spon | 1.93% | Hold | 96,729 | $52.42 | $5M | — | — |
| BIIB - Biogen | 1.64% | Hold | 20,000 | $216.05 | $4M | — | — |
| REGN - Regeneron Pharmaceuticals | 1.42% | Add +50.0% | 6,000 | $623.50 | $4M | +2,000 | +$650K |
| EMBC - Embecta | 1.41% | Add +54.4% | 1,135,340 | $3.26 | $4M | +400,000 | −$3M |
| ARDX - Ardelyx | 1.04% | Add +6.9% | 534,523 | $5.10 | $3M | +34,523 | −$269K |
| Inmode | 0.67% | Hold | 120,942 | $14.62 | $2M | — | — |
| EOLS - Evolus | 0.42% | Hold | 157,985 | $6.94 | $1M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| INDV - Indivior Pharmaceuticals | 4.05% | Exit | 0 | $30.48 | $10M | −339,532 | −$10M |
| ALKS - Alkermes | 1.49% | Exit | 0 | $35.36 | $4M | −107,822 | −$4M |
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