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CIK: 0001892134
Total reported value
$4.6B
$4.6B
50 檔
23.6%
According to the latest 13F quarterly dataset, Frazier Life Sciences Management, L.P. managed an equity portfolio of $4.6B at the end of Q4 2024, spanning 50 distinct U.S. exchange-listed positions.
Frazier Life Sciences Management, L.P. executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 6 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 16.98% | -0.61% | +23.81% | |
| 2 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 11.28% | +1.33% | — | |
| 3 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 6.52% | — | — | |
| 4 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 5.13% | +0.70% | -20.23% | |
| 5 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 5.08% | -0.35% | — | |
| 6 | IRON | Disc Medicine Inc | Stock-Other | 4.62% | -0.07% | — | |
| 7 | MBX | Mbx Biosciences Inc | Stock-Other | 4.58% | +2.89% | — | |
| 8 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 4.34% | — | -22.64% | |
| 9 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 4.33% | -4.08% | +1.06% | |
| 10 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 3.65% | -0.32% | — | |
| 11 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 3.41% | -0.61% | — | |
| 12 | ERAS | Erasca Inc | Stock-Other | 2.02% | -0.31% | — | |
| 13 | PCVX | Vaxcyte Inc | Stock-Other | 1.83% | — | -38.66% | |
| 14 | TRVI | Trevi Therapeutics Inc | Stock-Other | 1.82% | +0.99% | +44.49% | |
| 15 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 1.81% | -1.69% | EXIT | |
| 16 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 1.72% | -2.57% | EXIT | |
| 17 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 1.46% | -1.09% | EXIT | |
| 18 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 1.41% | — | -55.13% | |
| 19 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 1.30% | — | -20.16% | |
| 20 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 1.30% | — | -6.15% | |
| 21 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 1.15% | — | +3.94% | |
| 22 | SVRA | Savara Inc | Stock-Other | 1.10% | -0.07% | +6.17% | |
| 23 | CGON | Cg Oncology Inc | Stock-Other | 0.92% | — | — | |
| 24 | ✓ | Hillevax Inc | Stock-Other | 0.91% | — | — | |
| 25 | ANAB | Anaptysbio Inc | Stock-Other | 0.86% | — | -28.76% | |
| 26 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 0.77% | — | -0.44% | |
| 27 | ASND | Ascendis Pharma A/S | Stock-Other | 0.76% | +0.53% | — | |
| 28 | MREO | Mereo Biopharma Group Pl-adr | Stock-Other | 0.74% | — | — | |
| 29 | ALKS | Alkermes plc | Stock-Healthcare | 0.72% | +0.16% | +4.34% | |
| 30 | ✓ | Merus N V | Stock-Other | 0.65% | — | — | |
| 31 | ✓ | Immatics NV | Stock-Other | 0.63% | — | +58.55% | |
| 32 | PLRX | Pliant Therapeutics Inc | Stock-Other | 0.61% | — | — | |
| 33 | DSGN | Design Therapeutics Inc | Stock-Other | 0.50% | +0.57% | NEW | |
| 34 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.47% | — | +22.21% | |
| 35 | AUTL | Autolus Therapeutics PLC | Stock-Other | 0.45% | — | — | |
| 36 | MGNX | Macrogenics Inc | Stock-Other | 0.43% | — | +5.48% | |
| 37 | DAWNGBX | Day One Biopharmaceuticals I | Stock-Other | 0.36% | — | — | |
| 38 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 0.36% | -0.03% | — | |
| 39 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 0.33% | — | — | |
| 40 | PVLA | Palvella Therapeutics Inc | Stock-Other | 0.33% | +0.11% | — | |
| 41 | ETNBGBP | 89bio Inc | Stock-Other | 0.32% | — | — | |
| 42 | COGT | Cogent Biosciences Inc | Stock-Other | 0.30% | — | — | |
| 43 | ✓ | Newamsterdam Pharma Company | Stock-Other | 0.30% | -0.03% | — | |
| 44 | LXEO | Lexeo Therapeutics Inc | Stock-Other | 0.26% | -0.16% | -23.61% | |
| 45 | ALLO | Allogene Therapeutics Inc | Stock-Other | 0.25% | +0.78% | — | |
| 46 | ARVN | Arvinas Inc | Stock-Other | 0.23% | — | — | |
| 47 | AVU0 | Adverum Biotechnologies Inc | Stock-Other | 0.21% | — | — | |
| 48 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 0.20% | — | — | |
| 49 | ✓ | Elevation Oncology Inc | Stock-Other | 0.14% | — | — | |
| 50 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.13% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NAMS | NewAmsterdam Pharma Company N.V. | +8.4% | +23.81% | Add |
| 2 | VRNA | Verona Pharma PLC - Adr | +2.6% | — | Unchanged |
| 3 | ARQT | Arcutis Biotherapeutics Inc | +1.8% | — | Unchanged |
| 4 | TARS | Tarsus Pharmaceuticals Inc | +1.6% | — | Unchanged |
| 5 | IRON | Disc Medicine Inc | +1.2% | — | Unchanged |
| 6 | MIRM | Mirum Pharmaceuticals Inc | +1% | — | Unchanged |
| 7 | TRVI | Trevi Therapeutics Inc | +0.8% | +44.49% | Add |
| 8 | PLRX | Pliant Therapeutics Inc | +0.6% | NEW | New buy |
| 9 | BBIO | Bridgebio Pharma Inc | +0.5% | +1.06% | Add |
| 10 | PVLA | Palvella Therapeutics Inc | +0.3% | NEW | New buy |
| 11 | ELDN | Eledon Pharmaceuticals Inc | +0.2% | NEW | New buy |
| 12 | ✓ | Newamsterdam Pharma Company | +0.2% | — | Unchanged |
| 13 | ✓ | Hillevax Inc | +0.2% | — | Unchanged |
| 14 | DSGN | Design Therapeutics Inc | +0.1% | +3.22% | Add |
| 15 | ACAD | Acadia Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 16 | ALKS | Alkermes plc | +0.1% | +4.34% | Add |
| 17 | MGNX | Macrogenics Inc | 0% | +5.48% | Add |
| 18 | ETNBGBP | 89bio Inc | 0% | — | Unchanged |
| 19 | 4XC1 | Kalvista Pharmaceuticals Inc | 0% | +32.54% | Add |
| 20 | ✓ | Immatics NV | 0% | +58.55% | Add |
| 21 | RVMD | Revolution Medicines Inc | — | — | Unchanged |
| 22 | ORKA | Oruka Therapeutics Inc | — | +22.21% | Add |
| 23 | ✓ | Elevation Oncology Inc | — | — | Unchanged |
| 24 | ACRS | Aclaris Therapeutics Inc | 0% | EXIT | Sold out |
| 25 | ✓ | 0% | EXIT | Sold out | |
| 26 | IMCR | Immunocore Holdings Plc-adr | 0% | — | Unchanged |
| 27 | DAWNGBX | Day One Biopharmaceuticals I | 0% | — | Unchanged |
| 28 | ASND | Ascendis Pharma A/S | 0% | — | Unchanged |
| 29 | ARVN | Arvinas Inc | -0.1% | — | Unchanged |
| 30 | ALLO | Allogene Therapeutics Inc | -0.1% | — | Unchanged |
| 31 | AVU0 | Adverum Biotechnologies Inc | -0.1% | — | Unchanged |
| 32 | ERAS | Erasca Inc | -0.1% | — | Unchanged |
| 33 | MREO | Mereo Biopharma Group Pl-adr | -0.1% | — | Unchanged |
| 34 | ✓ | Merus N V | -0.1% | — | Unchanged |
| 35 | COGT | Cogent Biosciences Inc | -0.1% | — | Unchanged |
| 36 | NUVB | Nuvation Bio Inc | -0.1% | EXIT | Sold out |
| 37 | LXEO | Lexeo Therapeutics Inc | -0.2% | -23.61% | Trim |
| 38 | AUTL | Autolus Therapeutics PLC | -0.2% | — | Unchanged |
| 39 | CGON | Cg Oncology Inc | -0.2% | — | Unchanged |
| 40 | PEPG | Pepgen Inc | -0.2% | EXIT | Sold out |
| 41 | RARE | Ultragenyx Pharmaceutical In | -0.3% | +3.94% | Add |
| 42 | SVRA | Savara Inc | -0.3% | +6.17% | Add |
| 43 | PBYI | Puma Biotechnology Inc | -0.3% | EXIT | Sold out |
| 44 | RCKT | Rocket Pharmaceuticals Inc | -0.3% | -0.44% | Trim |
| 45 | AGIO | Agios Pharmaceuticals Inc | -0.4% | +2.45% | Add |
| 46 | ORIC | Oric Pharmaceuticals Inc | -0.4% | -6.15% | Trim |
| 47 | SLNOEUR | Soleno Therapeutics Inc | -0.5% | -20.16% | Trim |
| 48 | SLN | Silence Therapeutics Plc-adr | -0.5% | — | Unchanged |
| 49 | TYRA | Tyra Biosciences Inc | -0.7% | EXIT | Sold out |
| 50 | RYTM | Rhythm Pharmaceuticals Inc | -0.7% | -22.64% | 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 50 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NAMS, MIRM, VRNA) accounted for 23.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
PLRX
市值: $14.8M
Top Position Liquidated / Trimmed
TYRA
前期市值: $17.2M
During Q4 2024, Frazier Life Sciences Management, L.P.'s top holdings by market value included NAMS (17.0%)、MIRM (11.3%)、VRNA (6.5%). The largest single position, NAMS, represented 17.0% of total portfolio value.
In Q4 2024, Frazier Life Sciences Management, L.P. made 30 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 9 holdings, and fully liquidating 6 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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