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CIK: 0001892134
Total reported value
$4.6B
$4.6B
47 檔
24.5%
As reported in its official Q1 2025 Form 13F filing, Frazier Life Sciences Management, L.P.'s tracked investment portfolio stood at $4.6B with 47 total positions.
Frazier Life Sciences Management, L.P. executed strategic sector rebalancing during Q1 2025, establishing 4 new positions while fully exiting 7 holdings and trimming 8 positions.
In terms of portfolio concentration, the top 5 core holdings (including NAMS, MIRM, VRNA) accounted for 24.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
MAZE
市值: $45.5M
Top Position Liquidated / Trimmed
EWTX
前期市值: $33.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 15.08% | -0.61% | +1.26% | |
| 2 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 13.99% | +1.33% | +3.42% | |
| 3 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 10.03% | — | +2.18% | |
| 4 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 6.28% | -0.35% | — | |
| 5 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 6.00% | -4.08% | — | |
| 6 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 5.67% | +0.70% | -12.68% | |
| 7 | IRON | Disc Medicine Inc | Stock-Other | 3.98% | -0.07% | — | |
| 8 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 3.28% | -0.32% | -11.97% | |
| 9 | TRVI | Trevi Therapeutics Inc | Stock-Other | 2.95% | +0.99% | -3.80% | |
| 10 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 2.90% | -0.61% | — | |
| 11 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 2.58% | -2.57% | EXIT | |
| 12 | MAZE | Maze Therapeutics Inc | Stock-Other | 2.08% | -0.24% | — | |
| 13 | MBX | Mbx Biosciences Inc | Stock-Other | 2.02% | +2.89% | — | |
| 14 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 1.64% | — | -63.70% | |
| 15 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 1.63% | — | -28.61% | |
| 16 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 1.61% | -1.69% | EXIT | |
| 17 | SVRA | Savara Inc | Stock-Other | 1.45% | -0.07% | +32.35% | |
| 18 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 1.43% | -1.09% | EXIT | |
| 19 | ERAS | Erasca Inc | Stock-Other | 1.41% | -0.31% | +16.42% | |
| 20 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 1.09% | — | — | |
| 21 | ASND | Ascendis Pharma A/S | Stock-Other | 0.95% | +0.53% | — | |
| 22 | PCVX | Vaxcyte Inc | Stock-Other | 0.93% | — | — | |
| 23 | ALKS | Alkermes plc | Stock-Healthcare | 0.91% | +0.16% | — | |
| 24 | PVLA | Palvella Therapeutics Inc | Stock-Other | 0.88% | +0.11% | +5.52% | |
| 25 | CGON | Cg Oncology Inc | Stock-Other | 0.86% | — | — | |
| 26 | MREO | Mereo Biopharma Group Pl-adr | Stock-Other | 0.80% | — | +53.40% | |
| 27 | ✓ | Merus N V | Stock-Other | 0.72% | — | — | |
| 28 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 0.71% | — | — | |
| 29 | ✓ | Hillevax Inc | Stock-Other | 0.70% | — | — | |
| 30 | DYN | Dyne Therapeutics Inc | Stock-Other | 0.69% | +0.05% | — | |
| 31 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 0.58% | -0.13% | — | |
| 32 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.41% | -0.04% | +176.91% | |
| 33 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 0.36% | — | -63.73% | |
| 34 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 0.36% | -0.03% | — | |
| 35 | DSGN | Design Therapeutics Inc | Stock-Other | 0.34% | +0.57% | NEW | |
| 36 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 0.33% | — | -27.04% | |
| 37 | AUTL | Autolus Therapeutics PLC | Stock-Other | 0.33% | — | — | |
| 38 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.27% | — | — | |
| 39 | ALLO | Allogene Therapeutics Inc | Stock-Other | 0.26% | +0.78% | +34.91% | |
| 40 | ✓ | Immatics NV | Stock-Other | 0.26% | — | -41.90% | |
| 41 | COGT | Cogent Biosciences Inc | Stock-Other | 0.26% | — | — | |
| 42 | AVU0 | Adverum Biotechnologies Inc | Stock-Other | 0.21% | — | — | |
| 43 | ✓ | Newamsterdam Pharma Company | Stock-Other | 0.21% | -0.03% | — | |
| 44 | MGNX | Macrogenics Inc | Stock-Other | 0.18% | — | — | |
| 45 | LXEO | Lexeo Therapeutics Inc | Stock-Other | 0.15% | -0.16% | — | |
| 46 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 0.15% | — | — | |
| 47 | ✓ | Elevation Oncology Inc | Stock-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRNA | Verona Pharma PLC - Adr | +3.5% | +2.18% | Add |
| 2 | MIRM | Mirum Pharmaceuticals Inc | +2.7% | +3.42% | Add |
| 3 | MAZE | Maze Therapeutics Inc | +2.1% | NEW | New buy |
| 4 | BBIO | Bridgebio Pharma Inc | +1.7% | — | Unchanged |
| 5 | ARQT | Arcutis Biotherapeutics Inc | +1.2% | — | Unchanged |
| 6 | TRVI | Trevi Therapeutics Inc | +1.1% | -3.80% | Trim |
| 7 | 4XC1 | Kalvista Pharmaceuticals Inc | +0.9% | — | Unchanged |
| 8 | RNAGBP | Avidity Biosciences Inc | +0.7% | NEW | New buy |
| 9 | DYN | Dyne Therapeutics Inc | +0.7% | NEW | New buy |
| 10 | ZLAB | Zai Lab Ltd-adr | +0.6% | NEW | New buy |
| 11 | PVLA | Palvella Therapeutics Inc | +0.6% | +5.52% | Add |
| 12 | KRYS | Krystal Biotech Inc | +0.5% | -12.68% | Trim |
| 13 | SVRA | Savara Inc | +0.4% | +32.35% | Add |
| 14 | SLNOEUR | Soleno Therapeutics Inc | +0.3% | -28.61% | Trim |
| 15 | IMCR | Immunocore Holdings Plc-adr | +0.3% | +176.91% | Add |
| 16 | ALKS | Alkermes plc | +0.2% | — | Unchanged |
| 17 | ASND | Ascendis Pharma A/S | +0.2% | — | Unchanged |
| 18 | ✓ | Merus N V | +0.1% | — | Unchanged |
| 19 | MREO | Mereo Biopharma Group Pl-adr | +0.1% | +53.40% | Add |
| 20 | ALLO | Allogene Therapeutics Inc | 0% | +34.91% | Add |
| 21 | ACAD | Acadia Pharmaceuticals Inc | — | — | Unchanged |
| 22 | AVU0 | Adverum Biotechnologies Inc | — | — | Unchanged |
| 23 | AGIO | Agios Pharmaceuticals Inc | 0% | +0.01% | Add |
| 24 | COGT | Cogent Biosciences Inc | 0% | — | Unchanged |
| 25 | RARE | Ultragenyx Pharmaceutical In | -0.1% | — | Unchanged |
| 26 | CGON | Cg Oncology Inc | -0.1% | — | Unchanged |
| 27 | ✓ | Elevation Oncology Inc | -0.1% | — | Unchanged |
| 28 | ✓ | Newamsterdam Pharma Company | -0.1% | — | Unchanged |
| 29 | LXEO | Lexeo Therapeutics Inc | -0.1% | — | Unchanged |
| 30 | AUTL | Autolus Therapeutics PLC | -0.1% | — | Unchanged |
| 31 | DSGN | Design Therapeutics Inc | -0.2% | — | Unchanged |
| 32 | SLN | Silence Therapeutics Plc-adr | -0.2% | — | Unchanged |
| 33 | RVMD | Revolution Medicines Inc | -0.2% | — | Unchanged |
| 34 | ORKA | Oruka Therapeutics Inc | -0.2% | — | Unchanged |
| 35 | ELDN | Eledon Pharmaceuticals Inc | -0.2% | EXIT | Sold out |
| 36 | ✓ | Hillevax Inc | -0.2% | — | Unchanged |
| 37 | ARVN | Arvinas Inc | -0.2% | EXIT | Sold out |
| 38 | MGNX | Macrogenics Inc | -0.3% | — | Unchanged |
| 39 | ETNBGBP | 89bio Inc | -0.3% | EXIT | Sold out |
| 40 | DAWNGBX | Day One Biopharmaceuticals I | -0.4% | EXIT | Sold out |
| 41 | TARS | Tarsus Pharmaceuticals Inc | -0.4% | -11.97% | Trim |
| 42 | ✓ | Immatics NV | -0.4% | -41.90% | Trim |
| 43 | RCKT | Rocket Pharmaceuticals Inc | -0.4% | -27.04% | Trim |
| 44 | PHAT | Phathom Pharmaceuticals Inc | -0.5% | — | Unchanged |
| 45 | ERAS | Erasca Inc | -0.6% | +16.42% | Add |
| 46 | PLRX | Pliant Therapeutics Inc | -0.6% | EXIT | Sold out |
| 47 | IRON | Disc Medicine Inc | -0.6% | — | Unchanged |
| 48 | ANAB | Anaptysbio Inc | -0.9% | EXIT | Sold out |
| 49 | PCVX | Vaxcyte Inc | -0.9% | — | Unchanged |
| 50 | ORIC | Oric Pharmaceuticals Inc | -0.9% | -63.73% | 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 47 disclosed positions in Q1 2025.
During Q1 2025, Frazier Life Sciences Management, L.P.'s top holdings by market value included NAMS (15.1%)、MIRM (14.0%)、VRNA (10.0%). The largest single position, NAMS, represented 15.1% of total portfolio value.
In Q1 2025, Frazier Life Sciences Management, L.P. made 29 total portfolio adjustments, initiating 4 new buys, adding to 10 positions, trimming 8 holdings, and fully liquidating 7 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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