Paul Paolino
Krensavage Asset Management, Llc
Assets Managed
$255.697M
Holdings
20
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-9.68%(2Q avg: 5.48%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Krensavage Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.
Assets under management
The assets under management (AUM) of Krensavage Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 255.697M in assets, with a quarterly growth rate of -9.68% and a 2-quarter average growth rate of 5.48%. The portfolio is managed by Paul Paolino, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
UTHR United Therapeutics Corp
| 19.55% | $49.978M 84,282 shares@ $592.99 avg price | Decreased -7.66% |
ENTA Enanta Pharmaceuticals Inc
| 14.16% | $36.199M 2.866M shares@ $12.63 avg price | Increased 3.61% |
JAZZ Jazz Pharmaceuticals Plc
| 12.41% | $31.726M 167,816 shares@ $189.06 avg price | |
BMRN Biomarin Pharmaceutical Inc
| 11.6% | $29.645M 524,786 shares@ $56.49 avg price | |
EXEL Exelixis Inc
| 6.98% | $17.829M 415,693 shares@ $42.89 avg price | Decreased -15.77% |
SNY Sanofi-adr
| 6.11% | $15.608M 323,946 shares@ $48.19 avg price | |
SUPN Supernus Pharmaceuticals Inc
| 5.68% | $14.508M 280,681 shares@ $51.69 avg price | Decreased -10.46% |
INDV Indivior Pharmaceuticals Inc
| 4.05% | $10.349M 339,532 shares@ $30.49 avg price | New Position |
RARE Ultragenyx Pharmaceutical In
| 3.21% | $8.189M 390,879 shares@ $20.96 avg price | Increased 161.23% |
VNDA Vanda Pharmaceuticals Inc
| 3.19% | $8.156M 1.18M shares@ $6.91 avg price |
1-10 of 20