13F Filings History of Krensavage Asset Management, LLC

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$283,112,000
Signature - Title
Paul J. Paolino - Chief Financial Officer/Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Krensavage Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Krensavage Asset Management, LLC reported 18 stock holdings with total value $283,112,000 as of Q4 2025. Top holdings included UTHR, ENTA, BMRN, JAZZ, and EXEL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 18 $283,112,000 +$22,734,356 -$20,216,504 +$2,517,852 UTHR, ENTA, BMRN, JAZZ, EXEL 13F-HR 17 Feb 2026, 21:26
Q3 2025 17 $234,698,000 +$35,027,843 -$37,553,410 -$2,525,567 UTHR, ENTA, JAZZ, BMRN, EXEL 13F-HR 14 Nov 2025, 19:55
Q2 2025 15 $188,935,000 +$18,614,549 -$27,841,695 -$9,227,146 UTHR, CAH, EXEL, JAZZ, ENTA 13F-HR 14 Aug 2025, 20:48
Q1 2025 14 $180,885,000 +$36,033,691 -$24,394,648 +$11,639,043 EXEL, UTHR, CAH, SUPN, JAZZ 13F-HR 15 May 2025, 15:48
Q4 2024 12 $169,025,000 +$6,467,415 -$16,405,345 -$9,937,930 UTHR, EXEL, CAH, BIIB, JAZZ Restatement 18 Feb 2025, 16:15
Q3 2024 13 $178,461,000 +$9,533,289 -$61,460,192 -$51,926,903 UTHR, EXEL, CAH, BIIB, ENTA 13F-HR 14 Nov 2024, 19:04
Q2 2024 13 $217,801,000 +$9,953,462 -$21,338,303 -$11,384,841 EXEL, UTHR, BIIB, TARO, CAH 13F-HR 14 Aug 2024, 21:33
Q1 2024 12 $225,525,000 +$17,961,161 -$81,155,385 -$63,194,224 EXEL, UTHR, BIIB, TARO, CAH 13F-HR 15 May 2024, 16:23
Q4 2023 12 $281,853,000 +$21,898,819 -$22,551,871 -$653,052 EXEL, UTHR, BIIB, REGN, CAH 13F-HR 14 Feb 2024, 16:12
Q3 2023 12 $271,606,000 +$1,946,119 -$30,544,536 -$28,598,417 UTHR, EXEL, BIIB, REGN, ALKS 13F-HR 14 Nov 2023, 20:15
Q2 2023 12 $315,622,000 +$2,220,253 -$10,291,155 -$8,070,902 BIIB, UTHR, REGN, EXEL, ALKS 13F-HR 11 Aug 2023, 15:37
Q1 2023 12 $329,274,000 +$5,541,246 -$839,541 +$4,701,705 BIIB, REGN, UTHR, EXEL, ALKS 13F-HR 15 May 2023, 21:44
Q4 2022 12 $323,644,000 +$7,430,214 -$16,895,875 -$9,465,661 UTHR, BIIB, REGN, ALKS, EXEL 13F-HR 15 Feb 2023, 08:09
Q3 2022 14 $314,064,000 +$37,405,871 -$20,012,357 +$17,393,514 BIIB, UTHR, REGN, ALKS, ENTA 13F-HR 14 Nov 2022, 19:51
Q2 2022 14 $302,495,000 +$40,801,997 -$18,659,396 +$22,142,601 UTHR, ALKS, REGN, EXEL, ENTA 13F-HR 15 Aug 2022, 21:19
Q1 2022 13 $290,135,000 +$7,574,091 -$14,174,687 -$6,600,596 REGN, ENTA, MCK, ALKS, UTHR 13F-HR 16 May 2022, 20:50
Q4 2021 10 $288,314,000 +$10,207,900 -$47,904,392 -$37,696,492 UTHR, REGN, ENTA, MCK, ALKS 13F-HR 14 Feb 2022, 21:12
Q3 2021 13 $318,782,000 +$24,928,864 -$16,335,917 +$8,592,947 ENTA, ALKS, REGN, UTHR, TARO 13F-HR 15 Nov 2021, 17:38
Q2 2021 13 $294,544,000 +$9,967,508 -$21,931,723 -$11,964,215 REGN, ALKS, ENTA, UTHR, TARO 13F-HR 13 Aug 2021, 17:16
Q1 2021 12 $288,899,000 +$916,588 -$69,149,692 -$68,233,104 ENTA, UTHR, TARO, REGN, BIIB 13F-HR 17 May 2021, 21:01
Q4 2020 12 $342,426,000 +$4,694,864 -$24,305,566 -$19,610,702 ALXN, UTHR, TARO, REGN, ENTA 13F-HR 16 Feb 2021, 17:47
Q3 2020 11 $314,096,000 +$16,633,125 -$43,843,140 -$27,210,015 REGN, ALXN, UTHR, BIIB, ENTA Restatement 08 Dec 2020, 17:21
Q2 2020 11 $367,575,000 +$33,291,068 -$27,588,990 +$5,702,078 UTHR, ALXN, REGN, BIIB, ENTA Restatement 20 Aug 2020, 15:41
Q1 2020 13 $310,898,000 +$45,554,432 -$13,774,941 +$31,779,491 UTHR, REGN, ALXN, ENTA, BIIB 13F-HR 15 May 2020, 19:32
Q4 2019 12 $293,048,000 +$101,041,816 -$90,487,863 +$10,553,953 UTHR, REGN, MCK, ALXN, BIIB 13F-HR 14 Feb 2020, 21:59
Q3 2019 10 $260,445,000 +$26,222,919 -$52,318,678 -$26,095,759 UTHR, BIIB, MCK, GILD, ENTA 13F-HR 14 Nov 2019, 20:06
Q2 2019 10 $308,111,000 +$7,815,619 -$41,935,116 -$34,119,497 MCK, UTHR, BIIB, ENTA, AMGN 13F-HR 14 Aug 2019, 16:37
Q1 2019 12 $370,055,000 +$72,089,021 -$37,393,449 +$34,695,572 UTHR, MCK, ENTA, BIIB, AMGN 13F-HR 15 May 2019, 15:58
Q4 2018 13 $296,165,000 +$5,532,052 -$45,356,931 -$39,824,879 UTHR, MCK, ENTA, AMGN, GILD Restatement 14 Feb 2019, 18:16
Q3 2018 14 $389,139,000 +$39,516,194 -$46,259,913 -$6,743,719 UTHR, MCK, AMGN, ENTA, GILD 13F-HR 14 Nov 2018, 15:38
Q2 2018 14 $391,605,000 +$11,359,836 -$68,069,126 -$56,709,290 UTHR, ENTA, AMGN, MCK, GILD 13F-HR 13 Aug 2018, 14:51
Q1 2018 16 $412,201,000 +$154,386,978 -$79,155,529 +$75,231,449 UTHR, ENTA, AMGN, MCK, GILD 13F-HR 14 May 2018, 10:40
Q4 2017 16 $320,818,000 +$41,374,477 -$74,229,963 -$32,855,486 ENTA, UTHR, BIOVERATIV INC, GILD, SCMP 13F-HR 14 Feb 2018, 12:02
Q3 2017 14 $320,803,000 +$8,907,201 -$33,785,674 -$24,878,473 ENTA, GILD, UTHR, BIOVERATIV INC, SCMP 13F-HR 14 Nov 2017, 09:15
Q2 2017 15 $329,397,000 +$18,797,197 -$26,719,219 -$7,922,022 BIOVERATIV INC, ENTA, GILD, UTHR, SCMP 13F-HR 14 Aug 2017, 11:10
Q1 2017 15 $310,101,000 +$74,115,886 -$37,238,890 +$36,876,996 BIOVERATIV INC, GILD, ENTA, UTHR, SCMP 13F-HR 15 May 2017, 11:33
Q4 2016 16 $278,919,000 +$36,313,359 -$44,487,732 -$8,174,373 UTHR, ENTA, GILD, SCMP, OFIX 13F-HR 13 Feb 2017, 14:40
Q3 2016 17 $276,731,000 +$13,375,955 -$22,548,240 -$9,172,285 UTHR, OFIX, ENTA, IPXL, AMGN 13F-HR 14 Nov 2016, 11:12
Q2 2016 20 $277,542,000 +$45,367,519 -$46,903,573 -$1,536,054 UTHR, OFIX, IPXL, ENTA, TEVA 13F-HR 12 Aug 2016, 14:41
Q1 2016 22 $278,703,000 +$5,646,797 -$476,964 +$5,169,833 BXLT, OFIX, ENTA, UTHR, TEVA 13F-HR 13 May 2016, 11:13
Q4 2015 22 $313,414,000 +$29,974,492 -$10,908,875 +$19,065,617 UTHR, ENTA, BXLT, TEVA, OFIX 13F-HR 12 Feb 2016, 12:35
Q3 2015 23 $276,257,000 +$54,485,466 -$9,291,866 +$45,193,600 ENTA, UTHR, BXLT, TEVA, OFIX 13F-HR 13 Nov 2015, 12:13
Q2 2015 22 $265,146,000 +$68,217,497 -$31,239,000 +$36,978,497 ENTA, UTHR, IPXL, TEVA, HYH 13F-HR 13 Aug 2015, 15:28
Q1 2015 23 $219,568,000 +$25,950,518 -$13,073,089 +$12,877,429 UTHR, IPXL, AMAG, TEVA, HYH 13F-HR 13 May 2015, 16:42
Q4 2014 26 $179,479,000 $0 $0 $0 UTHR, AMAG, SCMP, IPXL, TEVA 13F-HR 18 Feb 2015, 13:17