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CIK: 0001892134
Total reported value
$4.6B
$4.6B
53 檔
21.5%
In Q3 2024, Frazier Life Sciences Management, L.P.'s U.S. equity holdings reached a combined market value of $4.6B, distributed across 53 disclosed stock positions.
In Q3 2024, Frazier Life Sciences Management, L.P. displayed an active expansion posture, initiating 8 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 10.27% | +1.33% | +1.15% | |
| 2 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 8.55% | -0.61% | +5.14% | |
| 3 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 7.33% | -0.61% | — | |
| 4 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 7.21% | +0.70% | — | |
| 5 | MBX | Mbx Biosciences Inc | Stock-Other | 6.23% | +2.89% | — | |
| 6 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 5.08% | — | +1.93% | |
| 7 | PCVX | Vaxcyte Inc | Stock-Other | 4.03% | — | -15.39% | |
| 8 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 3.90% | — | +2.10% | |
| 9 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 3.84% | -4.08% | +3.52% | |
| 10 | IRON | Disc Medicine Inc | Stock-Other | 3.46% | -0.07% | — | |
| 11 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 3.27% | -0.35% | — | |
| 12 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 3.03% | — | -24.07% | |
| 13 | ANAB | Anaptysbio Inc | Stock-Other | 2.97% | — | +2.01% | |
| 14 | ERAS | Erasca Inc | Stock-Other | 2.12% | -0.31% | +19.58% | |
| 15 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 2.09% | -0.32% | — | |
| 16 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 1.86% | -1.09% | EXIT | |
| 17 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 1.81% | -1.69% | EXIT | |
| 18 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 1.77% | — | — | |
| 19 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 1.71% | -2.57% | EXIT | |
| 20 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 1.70% | — | — | |
| 21 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 1.41% | — | +49.11% | |
| 22 | SVRA | Savara Inc | Stock-Other | 1.39% | -0.07% | — | |
| 23 | CGON | Cg Oncology Inc | Stock-Other | 1.16% | — | — | |
| 24 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 1.10% | — | -4.84% | |
| 25 | TRVI | Trevi Therapeutics Inc | Stock-Other | 0.99% | +0.99% | — | |
| 26 | MREO | Mereo Biopharma Group Pl-adr | Stock-Other | 0.84% | — | +15.82% | |
| 27 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 0.84% | — | — | |
| 28 | ASND | Ascendis Pharma A/S | Stock-Other | 0.80% | +0.53% | — | |
| 29 | ✓ | Hillevax Inc | Stock-Other | 0.75% | — | — | |
| 30 | ✓ | Merus N V | Stock-Other | 0.75% | — | — | |
| 31 | TYRA | Tyra Biosciences Inc | Stock-Other | 0.69% | — | -12.16% | |
| 32 | AUTL | Autolus Therapeutics PLC | Stock-Other | 0.67% | — | — | |
| 33 | ALKS | Alkermes plc | Stock-Healthcare | 0.65% | +0.16% | — | |
| 34 | ✓ | Immatics NV | Stock-Other | 0.62% | — | +17.55% | |
| 35 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.47% | — | — | |
| 36 | LXEO | Lexeo Therapeutics Inc | Stock-Other | 0.45% | -0.16% | — | |
| 37 | DSGN | Design Therapeutics Inc | Stock-Other | 0.41% | +0.57% | NEW | |
| 38 | COGT | Cogent Biosciences Inc | Stock-Other | 0.41% | — | — | |
| 39 | MGNX | Macrogenics Inc | Stock-Other | 0.40% | — | — | |
| 40 | DAWNGBX | Day One Biopharmaceuticals I | Stock-Other | 0.39% | — | — | |
| 41 | ALLO | Allogene Therapeutics Inc | Stock-Other | 0.32% | +0.78% | — | |
| 42 | PBYI | Puma Biotechnology Inc | Stock-Other | 0.31% | — | — | |
| 43 | AVU0 | Adverum Biotechnologies Inc | Stock-Other | 0.30% | — | — | |
| 44 | ETNBGBP | 89bio Inc | Stock-Other | 0.30% | — | — | |
| 45 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 0.29% | -0.03% | — | |
| 46 | ARVN | Arvinas Inc | Stock-Other | 0.28% | — | — | |
| 47 | PEPG | Pepgen Inc | Stock-Other | 0.24% | — | -53.24% | |
| 48 | ✓ | Elevation Oncology Inc | Stock-Other | 0.14% | — | +102.58% | |
| 49 | ✓ | Newamsterdam Pharma Company | Stock-Other | 0.14% | -0.03% | — | |
| 50 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.14% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MBX | Mbx Biosciences Inc | +6.2% | NEW | New buy |
| 2 | PHAT | Phathom Pharmaceuticals Inc | +2.5% | — | Unchanged |
| 3 | VRNA | Verona Pharma PLC - Adr | +1.7% | +2.10% | Add |
| 4 | ASND | Ascendis Pharma A/S | +0.8% | NEW | New buy |
| 5 | ALKS | Alkermes plc | +0.7% | NEW | New buy |
| 6 | RARE | Ultragenyx Pharmaceutical In | +0.6% | +49.11% | Add |
| 7 | RYTM | Rhythm Pharmaceuticals Inc | +0.5% | +1.93% | Add |
| 8 | ORKA | Oruka Therapeutics Inc | +0.5% | NEW | New buy |
| 9 | LXEO | Lexeo Therapeutics Inc | +0.5% | NEW | New buy |
| 10 | ANAB | Anaptysbio Inc | +0.4% | +2.01% | Add |
| 11 | DAWNGBX | Day One Biopharmaceuticals I | +0.4% | NEW | New buy |
| 12 | PCVX | Vaxcyte Inc | +0.4% | -15.39% | Trim |
| 13 | ERAS | Erasca Inc | +0.3% | +19.58% | Add |
| 14 | ORIC | Oric Pharmaceuticals Inc | +0.3% | — | Unchanged |
| 15 | DSGN | Design Therapeutics Inc | +0.2% | +58.35% | Add |
| 16 | NUVB | Nuvation Bio Inc | +0.1% | NEW | New buy |
| 17 | AGIO | Agios Pharmaceuticals Inc | +0.1% | +19.75% | Add |
| 18 | SLNOEUR | Soleno Therapeutics Inc | +0.1% | — | Unchanged |
| 19 | MREO | Mereo Biopharma Group Pl-adr | +0.1% | +15.82% | Add |
| 20 | TARS | Tarsus Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 21 | TYRA | Tyra Biosciences Inc | +0.1% | -12.16% | Trim |
| 22 | COGT | Cogent Biosciences Inc | 0% | — | Unchanged |
| 23 | CGON | Cg Oncology Inc | 0% | — | Unchanged |
| 24 | ALLO | Allogene Therapeutics Inc | 0% | — | Unchanged |
| 25 | ✓ | 0% | NEW | New buy | |
| 26 | RVMD | Revolution Medicines Inc | — | — | Unchanged |
| 27 | ACRS | Aclaris Therapeutics Inc | — | — | Unchanged |
| 28 | ✓ | Immatics NV | 0% | +17.55% | Add |
| 29 | IMCR | Immunocore Holdings Plc-adr | 0% | — | Unchanged |
| 30 | TRVI | Trevi Therapeutics Inc | 0% | — | Unchanged |
| 31 | AVU0 | Adverum Biotechnologies Inc | 0% | — | Unchanged |
| 32 | MGX | Metagenomi Therapeutics Inc | -0.1% | EXIT | Sold out |
| 33 | ✓ | Newamsterdam Pharma Company | -0.1% | — | Unchanged |
| 34 | ETNBGBP | 89bio Inc | -0.1% | — | Unchanged |
| 35 | ACAD | Acadia Pharmaceuticals Inc | -0.1% | — | Unchanged |
| 36 | AUTL | Autolus Therapeutics PLC | -0.1% | — | Unchanged |
| 37 | ARVN | Arvinas Inc | -0.1% | — | Unchanged |
| 38 | EWTX | Edgewise Therapeutics Inc | -0.1% | -24.07% | Trim |
| 39 | MIRM | Mirum Pharmaceuticals Inc | -0.1% | +1.15% | Add |
| 40 | SVRA | Savara Inc | -0.2% | — | Unchanged |
| 41 | PBYI | Puma Biotechnology Inc | -0.2% | — | Unchanged |
| 42 | SLN | Silence Therapeutics Plc-adr | -0.2% | — | Unchanged |
| 43 | MGNX | Macrogenics Inc | -0.2% | — | Unchanged |
| 44 | ANTX | An2 Therapeutics Inc | -0.2% | EXIT | Sold out |
| 45 | ✓ | Elevation Oncology Inc | -0.2% | +102.58% | Add |
| 46 | IRON | Disc Medicine Inc | -0.2% | — | Unchanged |
| 47 | ✓ | Merus N V | -0.3% | — | Unchanged |
| 48 | 4XC1 | Kalvista Pharmaceuticals Inc | -0.3% | — | Unchanged |
| 49 | BBIO | Bridgebio Pharma Inc | -0.5% | +3.52% | Add |
| 50 | RCKT | Rocket Pharmaceuticals Inc | -0.5% | -4.84% | Trim |
According to official SEC Form 13F filings, Frazier Life Sciences Management, L.P. reported a total U.S. public equity portfolio value of $4.6B across 53 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MIRM, NAMS, PHAT) accounted for 21.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
MBX
市值: $155.5M
Top Position Liquidated / Trimmed
CERE1EUR
前期市值: $16.1M
During Q3 2024, Frazier Life Sciences Management, L.P.'s top holdings by market value included MIRM (10.3%)、NAMS (8.6%)、PHAT (7.3%). The largest single position, MIRM, represented 10.3% of total portfolio value.
In Q3 2024, Frazier Life Sciences Management, L.P. made 30 total portfolio adjustments, initiating 8 new buys, adding to 13 positions, trimming 5 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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