Krensavage Asset Management, LLC / EXEL
Krensavage Asset Management, LLC’s Exelixis Inc Position
Does Krensavage Asset Management, LLC own Exelixis Inc (EXEL)? Yes — 415.7K shares worth $18M (+6.97% of its 13F portfolio) as of Q1 2026, down from 493.5K shares the prior filed quarter.
Position Value
$18M
Q1 2026
Shares
415.7K
% of Portfolio
+6.97%
Quarters Held
19
currently held
Position History EXEL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 415.7K | $18M | +6.97% |
| Q4 2025 | 493.5K | $22M | +7.64% |
| Q3 2025 | 518.5K | $21M | +9.12% |
| Q2 2025 | 493.5K | $22M | +11.51% |
| Q1 2025 | 878.5K | $32M | +17.93% |
| Q4 2024 | 965.9K | $32M | +19.03% |
| Q3 2024 | 1.28M | $33M | +18.64% |
| Q2 2024 | 1.68M | $38M | +17.31% |
| Q1 2024 | 1.57M | $37M | +16.48% |
| Q4 2023 | 1.90M | $46M | +16.16% |
| Q3 2023 | 1.90M | $41M | +15.28% |
| Q2 2023 | 2.13M | $41M | +12.92% |
| Q1 2023 | 2.14M | $41M | +12.59% |
| Q4 2022 | 2.14M | $34M | +10.60% |
| Q3 2022 | 1.82M | $29M | +9.09% |
| Q2 2022 | 1.51M | $31M | +10.37% |
| Q1 2022 | 1.53M | $35M | +11.96% |
| Q4 2021 | 1.56M | $28M | +9.87% |
| Q3 2021 | 1.00M | $21M | +6.63% |
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 EXEL.