SEC 13F Intelligence

Krensavage Asset Management, LLC / BIIB

Krensavage Asset Management, LLC’s Biogen Inc Position

Does Krensavage Asset Management, LLC own Biogen Inc (BIIB)? Yes — 20.0K shares worth $4M (+1.43% of its 13F portfolio) as of Q1 2026, up from 10.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
20.0K
% of Portfolio
+1.43%
Quarters Held
27
currently held

Position History BIIB

Reported value by quarter
Q1 ’19: $43MQ1 ’19Q2 ’19: $41MQ3 ’19: $41MQ4 ’19: $33MQ1 ’20: $35MQ1 ’20Q2 ’20: $41MQ3 ’20: $39MQ4 ’20: $34MQ1 ’21: $39MQ1 ’21Q2 ’21: $34MQ3 ’21: $29MQ4 ’21: $25MQ1 ’22: $23MQ1 ’22Q2 ’22: $24MQ3 ’22: $49MQ4 ’22: $49MQ1 ’23: $49MQ1 ’23Q2 ’23: $50MQ3 ’23: $41MQ4 ’23: $42MQ1 ’24: $29MQ1 ’24Q2 ’24: $29MQ3 ’24: $22MQ4 ’24: $17MQ3 ’25: $1MQ3 ’25Q4 ’25: $2MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.0K$4M+1.43%
Q4 202510.0K$2M+0.62%
Q3 202510.0K$1M+0.60%
Q4 2024108.9K$17M+9.85%
Q3 2024113.5K$22M+12.33%
Q2 2024123.8K$29M+13.18%
Q1 2024134.1K$29M+12.82%
Q4 2023160.5K$42M+14.73%
Q3 2023160.5K$41M+15.19%
Q2 2023176.8K$50M+15.96%
Q1 2023177.1K$49M+14.96%
Q4 2022177.0K$49M+15.15%
Q3 2022184.6K$49M+15.70%
Q2 2022117.2K$24M+7.90%
Q1 2022111.4K$23M+8.08%
Q4 2021103.1K$25M+8.58%
Q3 2021103.2K$29M+9.16%
Q2 202197.5K$34M+11.46%
Q1 2021138.5K$39M+13.41%
Q4 2020138.0K$34M+9.87%
Q3 2020137.2K$39M+12.39%
Q2 2020151.4K$41M+11.02%
Q1 2020110.8K$35M+11.27%
Q4 2019109.9K$33M+11.13%
Q3 2019176.7K$41M+15.80%
Q2 2019176.6K$41M+13.40%
Q1 2019180.0K$43M+11.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Krensavage Asset Management, LLC’s full portfolio or all institutional holders of BIIB.