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Krensavage Asset Management, LLC
Krensavage Asset Management, LLC is a hedge fund manager headquartered in New York, NY, United States. The firm manages equity portfolios primarily for institutional investors and high-net-worth individuals. Founded in 2002 by Michael Krensavage, it focuses on deep fundamental research, primarily within the healthcare, biotechnology, and pharmaceutical sectors. The employee count appears to be under 20.
Investment Strategy
Krensavage Asset Management employs a value-oriented, long/short equity strategy focusing on small- and mid-cap companies, particularly in healthcare and pharmaceuticals. The firm uses deep fundamental research to identify undervalued companies with catalysts for revaluation, combining concentrated positions with active risk management.
Latest 13F Filing Activity
Krensavage Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 15 equity positions with a total 13F market value of $189M. The fund increased holdings in Johnson & Johnson, Indivior PLC, Jazz Pharmaceuticals PLC among other positions. Krensavage Asset Management, LLC reduced exposure to Exelixis Inc., Cardinal Health Inc., United Therapeutics Corp. among others.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UTHR | UNITED THERAPEUTICS CORP | 15.38% | $29.1M | 101,146 | $135.12 | $287.35 | -$1.2M |
C CAH | CARDINAL HEALTH INC | 11.89% | $22.5M | 133,745 | $60.19 | $168.00 | -$3.5M |
E EXEL | EXELIXIS INC | 11.51% | $21.8M | 493,526 | $19.09 | $44.08 | -$10.7M |
J JAZZ | JAZZ PHARMACEUTICALS PLC | 9.26% | $17.5M | 164,816 | $115.61 | $106.12 | +$5.0M |
E ENTA | ENANTA PHARMACEUTICALS INC | 8.46% | $16.0M | 2,114,444 | $20.19 | $7.56 | +$4.3M |
Industry Allocation
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