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Krensavage Asset Management, LLC: EXEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Krensavage Asset Management, LLC on EXEL, newest first. How the timeline and the estimate are built.

Krensavage Asset Management, LLC held 370,693 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 370,693 shares
    Change vs previous 13F -45,000 shares

    7.66% of the 13F portfolio, value $20,169,000.

    13F-HR 0001609251-26-000005 filed by Krensavage Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 415,693 shares
    Change vs previous 13F -77,833 shares

    6.97% of the 13F portfolio, value $17,829,000.

    13F-HR 0001609251-26-000004 filed by Krensavage Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 493,526 shares
    Change vs previous 13F -25,000 shares

    7.64% of the 13F portfolio, value $21,631,000.

    13F-HR 0001609251-26-000003 filed by Krensavage Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 518,526 shares
    Change vs previous 13F +25,000 shares

    9.12% of the 13F portfolio, value $21,415,000.

    13F-HR 0001609251-25-000007 filed by Krensavage Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 493,526 shares
    Change vs previous 13F -385,007 shares

    11.51% of the 13F portfolio, value $21,752,000.

    13F-HR 0001609251-25-000006 filed by Krensavage Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 878,533 shares
    Change vs previous 13F -87,333 shares

    17.93% of the 13F portfolio, value $32,435,000.

    13F-HR 0001609251-25-000004 filed by Krensavage Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 965,866 shares
    Change vs previous 13F -315,746 shares

    19.03% of the 13F portfolio, value $32,163,000.

    13F-HR/A 0001609251-25-000002 filed by Krensavage Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,281,612 shares
    Change vs previous 13F not available

    18.64% of the 13F portfolio, value $33,258,000.

    13F-HR 0001642274-24-000006 filed by Krensavage Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).