Frazier Life Sciences Management, L.P. 13F holdings
Frazier Life Sciences Management, L.P. reported 40 positions with a total reported value of $4.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: MIRM MIRUM PHARMACEUTICALS INC (19.6%), NAMS NEWAMSTERDAM PHARMA COMPANY (13.6%), ERAS ERASCA INC (10.0%), MBX MBX BIOSCIENCES INC (8.0%), ARQT ARCUTIS BIOTHERAPEUTICS INC (5.6%). Against 2026-03-31 it opened 6 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 40 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MIRM MIRUM PHARMACEUTICALS INC | 7,679,684 | $899.1M | 19.6% |
| NAMS NEWAMSTERDAM PHARMA COMPANY | 18,589,235 | $623.7M | 13.6% |
| ERAS ERASCA INC | 24,975,188 | $457.5M | 10.0% |
| MBX MBX BIOSCIENCES INC | 6,652,013 | $367.2M | 8.0% |
| ARQT ARCUTIS BIOTHERAPEUTICS INC | 9,874,511 | $258.9M | 5.6% |
| TRVI TREVI THERAPEUTICS INC | 9,939,447 | $185.4M | 4.0% |
| KRYS KRYSTAL BIOTECH INC | 481,307 | $178.9M | 3.9% |
| MAZE MAZE THERAPEUTICS INC | 5,032,915 | $150.2M | 3.3% |
| PHAT PHATHOM PHARMACEUTICALS INC | 12,466,489 | $135.3M | 2.9% |
| PVLA PALVELLA THERAPEUTICS INC NE | 882,400 | $134.8M | 2.9% |
| BBIO BRIDGEBIO PHARMA INC | 1,548,139 | $115.3M | 2.5% |
| IRON DISC MEDICINE INC | 1,354,852 | $99.1M | 2.2% |
| CYTK CYTOKINETICS INC | 1,159,879 | $98.8M | 2.2% |
| DYN DYNE THERAPEUTICS INC | 3,153,082 | $70.0M | 1.5% |
| ASND ASCENDIS PHARMA A/S | 225,155 | $60.1M | 1.3% |
| SVRA SAVARA INC | 9,720,852 | $59.9M | 1.3% |
| PBLS PARABILIS MEDICINES INC | 1,920,805 | $52.6M | 1.1% |
| AURA AURA BIOSCIENCES INC | 7,100,000 | $50.4M | 1.1% |
| ACHV ACHIEVE LIFE SCIENCE INC | 7,614,836 | $49.7M | 1.1% |
| VOR VOR BIOPHARMA INC | 2,543,939 | $46.8M | 1.0% |
| ALLO ALLOGENE THERAPEUTICS INC | 22,446,668 | $46.7M | 1.0% |
| TARS TARSUS PHARMACEUTICALS INC | 728,644 | $45.9M | 1.0% |
| BCRX BIOCRYST PHARMACEUTICALS INC | 4,009,240 | $40.1M | 0.9% |
| ALKS ALKERMES PLC | 700,647 | $36.7M | 0.8% |
| ACAD ACADIA PHARMACEUTICALS INC | 1,438,198 | $36.4M | 0.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PBLS PARABILIS MEDICINES INC | 1,920,805 | $52.6M | 1.1% |
| ACHV ACHIEVE LIFE SCIENCE INC | 7,614,836 | $49.7M | 1.1% |
| DSGN DESIGN THERAPEUTICS INC | 1,809,854 | $26.2M | 0.6% |
| STTK SHATTUCK LABS INC | 3,750,000 | $26.0M | 0.6% |
| KLRA KAILERA THERAPEUTICS INC | 1,100,000 | $24.2M | 0.5% |
| RLAY RELAY THERAPEUTICS INC | 1,015,693 | $19.0M | 0.4% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ALLO ALLOGENE THERAPEUTICS INC | 3,796,668 | 22,446,668 | +491.2% | $46.7M |
| NAMS NEWAMSTERDAM PHARMA COMPANY | 17,444,107 | 18,589,235 | +6.6% | $623.7M |
| ASND ASCENDIS PHARMA A/S | 133,333 | 225,155 | +68.9% | $60.1M |
| AURA AURA BIOSCIENCES INC | 5,100,000 | 7,100,000 | +39.2% | $50.4M |
| MAZE MAZE THERAPEUTICS INC | 4,567,274 | 5,032,915 | +10.2% | $150.2M |
| ERAS ERASCA INC | 24,675,188 | 24,975,188 | +1.2% | $457.5M |
| MNKD MANNKIND CORP | 5,900,000 | 6,600,000 | +11.9% | $28.1M |
| LXEO LEXEO THERAPEUTICS INC | 4,424,725 | 4,824,725 | +9.0% | $22.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BBIO BRIDGEBIO PHARMA INC | 3,448,139 | 1,548,139 | -55.1% | $115.3M |
| TRVI TREVI THERAPEUTICS INC | 9,939,547 | 9,939,447 | -0.0% | $185.4M |
CIK 1892134 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
