13F Filings History of Krensavage Asset Management, LLC

Latest 13F report
Q3 2025 - 17 Nov 2025
Value $
$234,698,000
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 17 stock holdings with total value $234,698,000 as of Q3 2025. Top holdings included UTHR, ENTA, JAZZ, BMRN, and EXEL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 17 $234,698,000 +$35,027,853 -$37,553,434 -$2,525,581 UTHR, ENTA, JAZZ, BMRN, EXEL 13F-HR 14 Nov 2025, 19:55
Q2 2025 15 $188,935,000 +$18,614,558 -$27,841,705 -$9,227,147 UTHR, CAH, EXEL, JAZZ, ENTA 13F-HR 14 Aug 2025, 20:48
Q1 2025 14 $180,885,000 +$36,033,683 -$24,394,642 +$11,639,041 EXEL, UTHR, CAH, SUPN, JAZZ 13F-HR 15 May 2025, 15:48
Q4 2024 12 $169,025,000 +$6,467,405 -$16,405,361 -$9,937,956 UTHR, EXEL, CAH, BIIB, JAZZ Restatement 18 Feb 2025, 16:15
Q3 2024 13 $178,461,000 +$9,533,277 -$61,460,198 -$51,926,921 UTHR, EXEL, CAH, BIIB, ENTA 13F-HR 14 Nov 2024, 19:04
Q2 2024 13 $217,801,000 +$9,953,435 -$21,338,305 -$11,384,870 EXEL, UTHR, BIIB, TARO, CAH 13F-HR 14 Aug 2024, 21:33
Q1 2024 12 $225,525,000 +$17,961,177 -$81,155,411 -$63,194,234 EXEL, UTHR, BIIB, TARO, CAH 13F-HR 15 May 2024, 16:23
Q4 2023 12 $281,853,000 +$21,898,824 -$22,551,915 -$653,091 EXEL, UTHR, BIIB, REGN, CAH 13F-HR 14 Feb 2024, 16:12
Q3 2023 12 $271,606,000 +$1,946,124 -$30,544,546 -$28,598,422 UTHR, EXEL, BIIB, REGN, ALKS 13F-HR 14 Nov 2023, 20:15
Q2 2023 12 $315,622,000 +$2,220,251 -$10,291,163 -$8,070,912 BIIB, UTHR, REGN, EXEL, ALKS 13F-HR 11 Aug 2023, 15:37
Q1 2023 12 $329,274,000 +$5,541,245 -$839,541 +$4,701,704 BIIB, REGN, UTHR, EXEL, ALKS 13F-HR 15 May 2023, 21:44
Q4 2022 12 $323,644,000 +$7,430,202 -$5,963,875 +$1,466,327 UTHR, BIIB, REGN, ALKS, EXEL 13F-HR 15 Feb 2023, 07:09
Q3 2022 14 $314,064,000 +$37,405,864 -$19,991,360 +$17,414,504 BIIB, UTHR, REGN, ALKS, ENTA 13F-HR 14 Nov 2022, 18:51
Q2 2022 14 $302,495,000 +$40,802,049 -$18,659,397 +$22,142,652 UTHR, ALKS, REGN, EXEL, ENTA 13F-HR 15 Aug 2022, 21:19
Q1 2022 13 $290,135,000 +$7,574,083 -$14,174,688 -$6,600,605 REGN, ENTA, MCK, ALKS, UTHR 13F-HR 16 May 2022, 20:50
Q4 2021 10 $288,314,000 +$10,207,892 -$33,432,391 -$23,224,499 UTHR, REGN, ENTA, MCK, ALKS 13F-HR 14 Feb 2022, 20:12
Q3 2021 13 $318,782,000 +$24,928,863 -$16,335,912 +$8,592,951 ENTA, ALKS, REGN, UTHR, TARO 13F-HR 15 Nov 2021, 17:38
Q2 2021 13 $294,544,000 +$9,967,515 -$21,931,724 -$11,964,209 REGN, ALKS, ENTA, UTHR, TARO 13F-HR 13 Aug 2021, 17:16
Q1 2021 12 $288,899,000 +$916,587 -$69,149,708 -$68,233,121 ENTA, UTHR, TARO, REGN, BIIB 13F-HR 17 May 2021, 21:01
Q4 2020 12 $342,426,000 +$4,694,873 -$24,305,561 -$19,610,688 ALXN, UTHR, TARO, REGN, ENTA 13F-HR 16 Feb 2021, 16:47
Q3 2020 11 $314,096,000 +$16,633,435 -$25,235,141 -$8,601,706 REGN, ALXN, UTHR, BIIB, ENTA Restatement 08 Dec 2020, 16:21
Q2 2020 11 $367,575,000 +$33,291,071 -$18,749,983 +$14,541,088 UTHR, ALXN, REGN, BIIB, ENTA Restatement 20 Aug 2020, 15:41
Q1 2020 13 $310,898,000 +$45,554,437 -$13,774,943 +$31,779,494 UTHR, REGN, ALXN, ENTA, BIIB 13F-HR 15 May 2020, 19:32
Q4 2019 12 $293,048,000 +$101,041,866 -$64,526,859 +$36,515,007 UTHR, REGN, MCK, ALXN, BIIB 13F-HR 14 Feb 2020, 20:59
Q3 2019 10 $260,445,000 +$26,222,925 -$12,624,673 +$13,598,252 UTHR, BIIB, MCK, GILD, ENTA 13F-HR 14 Nov 2019, 19:06
Q2 2019 10 $308,111,000 +$7,815,619 -$7,333,118 +$482,501 MCK, UTHR, BIIB, ENTA, AMGN 13F-HR 14 Aug 2019, 16:37
Q1 2019 12 $370,055,000 +$72,089,049 -$10,026,460 +$62,062,589 UTHR, MCK, ENTA, BIIB, AMGN 13F-HR 15 May 2019, 15:58
Q4 2018 13 $296,165,000 +$5,532,045 -$27,981,922 -$22,449,877 UTHR, MCK, ENTA, AMGN, GILD Restatement 14 Feb 2019, 17:16
Q3 2018 14 $389,139,000 +$39,516,193 -$16,078,913 +$23,437,280 UTHR, MCK, AMGN, ENTA, GILD 13F-HR 14 Nov 2018, 14:38
Q2 2018 14 $391,605,000 +$11,359,831 -$56,322,135 -$44,962,304 UTHR, ENTA, AMGN, MCK, GILD 13F-HR 13 Aug 2018, 14:51
Q1 2018 16 $412,201,000 +$154,387,005 -$14,774,527 +$139,612,478 UTHR, ENTA, AMGN, MCK, GILD 13F-HR 14 May 2018, 10:40
Q4 2017 16 $320,818,000 +$41,374,471 -$74,229,878 -$32,855,407 ENTA, UTHR, GILD, SCMP, MCK 13F-HR 14 Feb 2018, 11:02
Q3 2017 14 $320,803,000 +$8,907,202 -$20,510,677 -$11,603,475 ENTA, GILD, UTHR, SCMP, MRK 13F-HR 14 Nov 2017, 08:15
Q2 2017 15 $329,397,000 +$18,797,197 -$15,560,223 +$3,236,974 ENTA, GILD, UTHR, SCMP, OFIX 13F-HR 14 Aug 2017, 11:10
Q1 2017 15 $310,101,000 +$74,115,912 -$15,632,895 +$58,483,017 GILD, ENTA, UTHR, SCMP, OFIX 13F-HR 15 May 2017, 11:33
Q4 2016 16 $278,919,000 +$36,313,356 -$1,739,733 +$34,573,623 UTHR, ENTA, GILD, SCMP, OFIX 13F-HR 13 Feb 2017, 13:40
Q3 2016 17 $276,731,000 +$13,375,939 -$541,241 +$12,834,698 UTHR, OFIX, ENTA, IPXL, AMGN 13F-HR 14 Nov 2016, 10:12
Q2 2016 20 $277,542,000 +$45,367,487 -$4,494,566 +$40,872,921 UTHR, OFIX, IPXL, ENTA, TEVA 13F-HR 12 Aug 2016, 14:41
Q1 2016 22 $278,703,000 +$5,646,800 -$476,964 +$5,169,836 BXLT, OFIX, ENTA, UTHR, TEVA 13F-HR 13 May 2016, 11:13
Q4 2015 22 $313,414,000 +$29,974,550 -$8,222,869 +$21,751,681 UTHR, ENTA, BXLT, TEVA, OFIX 13F-HR 12 Feb 2016, 11:35
Q3 2015 22 $274,835,000 +$54,485,457 -$9,291,864 +$45,193,593 ENTA, UTHR, BXLT, TEVA, OFIX 13F-HR 13 Nov 2015, 11:13
Q2 2015 22 $265,146,000 +$68,217,467 +$68,217,467 ENTA, UTHR, IPXL, TEVA, HYH 13F-HR 13 Aug 2015, 15:28
Q1 2015 23 $219,568,000 +$25,950,512 -$3,889,089 +$22,061,423 UTHR, IPXL, AMAG, TEVA, HYH 13F-HR 13 May 2015, 16:42
Q4 2014 26 $179,479,000 $0 UTHR, AMAG, SCMP, IPXL, TEVA 13F-HR 18 Feb 2015, 12:17