Frazier Life Sciences Management, L.P.
Q2 2026 13F filing
Updated 28 days ago41 disclosed positions worth $4.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MIRM MIRUM PHARMACEUTICALS INC | $899.1M | 7.68M | 19.58% | — |
| 2 | N NAMSW NEWAMSTERDAM PHARMA COMPANY | $613M | 18.09M | 13.35% | — |
| 3 | E EQR ERASCA INC | $457.5M | 24.98M | 9.96% | — |
| 4 | M MBX MBX BIOSCIENCES INC | $367.2M | 6.65M | 8.00% | — |
| 5 | A ARQT ARCUTIS BIOTHERAPEUTICS INC | $258.9M | 9.87M | 5.64% | — |
| 6 | T TRVI TREVI THERAPEUTICS INC | $185.4M | 9.94M | 4.04% | — |
| 7 | K KRYS KRYSTAL BIOTECH INC | $178.9M | 481.3K | 3.90% | — |
| 8 | M MAZE MAZE THERAPEUTICS INC | $150.2M | 5.03M | 3.27% | — |
| 9 | P PHAT PHATHOM PHARMACEUTICALS INC | $135.3M | 12.47M | 2.95% | — |
| 10 | P PVLA PALVELLA THERAPEUTICS INC NE | $134.8M | 882.4K | 2.94% | — |
| 11 | B BBIO BRIDGEBIO PHARMA INC | $115.3M | 1.55M | 2.51% | — |
| 12 | I IRON DISC MEDICINE INC | $99.1M | 1.35M | 2.16% | — |
| 13 | C CYTK CYTOKINETICS INC | $98.8M | 1.16M | 2.15% | — |
| 14 | D DYN DYNE THERAPEUTICS INC | $70M | 3.15M | 1.52% | — |
| 15 | A ASND ASCENDIS PHARMA A/S | $60.1M | 225.2K | 1.31% | — |
| 16 | S SVRA SAVARA INC | $59.9M | 9.72M | 1.30% | — |
| 17 | P PBLS PARABILIS MEDICINES INC | $52.6M | 1.92M | 1.14% | — |
| 18 | A AURA AURA BIOSCIENCES INC | $50.4M | 7.10M | 1.10% | — |
| 19 | A ACHV ACHIEVE LIFE SCIENCE INC | $49.7M | 7.61M | 1.08% | — |
| 20 | V VOR VOR BIOPHARMA INC | $46.8M | 2.54M | 1.02% | — |
| 21 | A ALLO ALLOGENE THERAPEUTICS INC | $46.7M | 22.45M | 1.02% | — |
| 22 | T TARS TARSUS PHARMACEUTICALS INC | $45.9M | 728.6K | 1.00% | — |
| 23 | B BCRX BIOCRYST PHARMACEUTICALS INC | $40.1M | 4.01M | 0.87% | — |
| 24 | A ALKS ALKERMES PLC | $36.7M | 700.6K | 0.80% | — |
| 25 | A ACAD ACADIA PHARMACEUTICALS INC | $36.4M | 1.44M | 0.79% | — |
| 26 | Z ZLAB ZAI LAB LTD | $36.1M | 1.90M | 0.79% | — |
| 27 | M MNKD MANNKIND CORP | $28.1M | 6.60M | 0.61% | — |
| 28 | D DSGN DESIGN THERAPEUTICS INC | $26.2M | 1.81M | 0.57% | — |
| 29 | A ACRS ACLARIS THERAPEUTICS INC | $26.1M | 4.93M | 0.57% | — |
| 30 | S STTK SHATTUCK LABS INC | $26M | 3.75M | 0.57% | — |
| 31 | K KLRA KAILERA THERAPEUTICS INC | $24.2M | 1.10M | 0.53% | — |
| 32 | M MNST MONTE ROSA THERAPEUTICS INC | $24.2M | 1.00M | 0.53% | — |
| 33 | ? N/A LEXEO THERAPEUTICS INC | $22.5M | 4.82M | 0.49% | — |
| 34 | R RLAY RELAY THERAPEUTICS INC | $19M | 1.02M | 0.41% | — |
| 35 | E EOLS EVOLUS INC | $18.3M | 2.63M | 0.40% | — |
| 36 | I IMCR IMMUNOCORE HLDGS PLC | $15.4M | 484.8K | 0.34% | — |
| 37 | V VALN VALNEVA SE | $12M | 2.29M | 0.26% | — |
| 38 | N NAMSW NEWAMSTERDAM PHARMA COMPANY | $10.7M | 500.3K | 0.23% | — |
| 39 | A AUTL AUTOLUS THERAPEUTICS LTD | $7.1M | 4.45M | 0.15% | — |
| 40 | ? N/A XILIO THERAPEUTICS INC | $4M | 422.5K | 0.09% | — |
| 41 | ? N/A IBIO INC | $3.4M | 1.95M | 0.07% | — |