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CIK: 0001892134
Total reported value
$4.6B
$4.6B
49 檔
27.6%
During the Q2 2025 filing period, Frazier Life Sciences Management, L.P. (CIK: 0001892134) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.6B across 49 reported positions.
In Q2 2025, Frazier Life Sciences Management, L.P. displayed an active expansion posture, initiating 8 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 13.83% | +1.33% | — | |
| 2 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 12.80% | — | -2.14% | |
| 3 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 12.03% | -0.61% | +3.04% | |
| 4 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 6.56% | -4.08% | — | |
| 5 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 5.54% | -0.35% | +12.40% | |
| 6 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 4.78% | -0.61% | +23.32% | |
| 7 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 3.78% | +0.70% | — | |
| 8 | IRON | Disc Medicine Inc | Stock-Other | 3.50% | -0.07% | -5.70% | |
| 9 | MBX | Mbx Biosciences Inc | Stock-Other | 2.73% | +2.89% | — | |
| 10 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 2.26% | -0.32% | — | |
| 11 | TRVI | Trevi Therapeutics Inc | Stock-Other | 2.24% | +0.99% | — | |
| 12 | MAZE | Maze Therapeutics Inc | Stock-Other | 2.24% | -0.24% | +10.61% | |
| 13 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 2.21% | -2.57% | EXIT | |
| 14 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 1.83% | -0.13% | +273.75% | |
| 15 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 1.70% | -1.09% | EXIT | |
| 16 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 1.47% | -1.69% | EXIT | |
| 17 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 1.43% | — | +49.34% | |
| 18 | AURA | Aura Biosciences Inc | Stock-Other | 1.28% | +0.22% | — | |
| 19 | ERAS | Erasca Inc | Stock-Other | 1.15% | -0.31% | +0.68% | |
| 20 | ALKS | Alkermes plc | Stock-Healthcare | 1.14% | +0.16% | +66.46% | |
| 21 | SVRA | Savara Inc | Stock-Other | 1.05% | -0.07% | — | |
| 22 | MREO | Mereo Biopharma Group Pl-adr | Stock-Other | 1.02% | — | +20.72% | |
| 23 | ASND | Ascendis Pharma A/S | Stock-Other | 0.92% | +0.53% | — | |
| 24 | EOLS | Evolus Inc | Stock-Other | 0.90% | +0.12% | — | |
| 25 | ✓ | Hillevax Inc | Stock-Other | 0.84% | — | — | |
| 26 | CGON | Cg Oncology Inc | Stock-Other | 0.80% | — | — | |
| 27 | AKRO | Akero Therapeutics Inc | Stock-Other | 0.78% | — | — | |
| 28 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.73% | +0.18% | — | |
| 29 | LXEO | Lexeo Therapeutics Inc | Stock-Other | 0.71% | -0.16% | +363.07% | |
| 30 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 0.71% | — | +19.05% | |
| 31 | JBIO | Jade Biosciences Inc | Stock-Other | 0.71% | — | — | |
| 32 | PVLA | Palvella Therapeutics Inc | Stock-Other | 0.65% | +0.11% | +4.69% | |
| 33 | PCVX | Vaxcyte Inc | Stock-Other | 0.62% | — | -12.05% | |
| 34 | TVTX | Travere Therapeutics Inc | Stock-Other | 0.59% | — | — | |
| 35 | DYN | Dyne Therapeutics Inc | Stock-Other | 0.57% | +0.05% | +4.34% | |
| 36 | COGT | Cogent Biosciences Inc | Stock-Other | 0.50% | — | +85.21% | |
| 37 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.48% | -0.04% | +27.76% | |
| 38 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 0.43% | — | -24.45% | |
| 39 | AUTL | Autolus Therapeutics PLC | Stock-Other | 0.42% | — | — | |
| 40 | VALN | Valneva Se - Adr | Stock-Other | 0.33% | -0.11% | — | |
| 41 | ✓ | Crescent Biopharma Inc. | Stock-Other | 0.29% | — | — | |
| 42 | DSGN | Design Therapeutics Inc | Stock-Other | 0.26% | +0.57% | NEW | |
| 43 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.26% | — | — | |
| 44 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 0.23% | — | -15.54% | |
| 45 | ALLO | Allogene Therapeutics Inc | Stock-Other | 0.17% | +0.78% | — | |
| 46 | ✓ | Newamsterdam Pharma Company | Stock-Other | 0.16% | -0.03% | — | |
| 47 | MGNX | Macrogenics Inc | Stock-Other | 0.15% | — | — | |
| 48 | AVU0 | Adverum Biotechnologies Inc | Stock-Other | 0.09% | — | — | |
| 49 | ✓ | Elevation Oncology Inc | Stock-Other | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VRNA | Verona Pharma PLC - Adr | +2.8% | -2.14% | Trim |
| 2 | PHAT | Phathom Pharmaceuticals Inc | +1.9% | +23.32% | Add |
| 3 | AURA | Aura Biosciences Inc | +1.3% | NEW | New buy |
| 4 | ZLAB | Zai Lab Ltd-adr | +1.3% | +273.75% | Add |
| 5 | EOLS | Evolus Inc | +0.9% | NEW | New buy |
| 6 | AKRO | Akero Therapeutics Inc | +0.8% | NEW | New buy |
| 7 | CYTK | Cytokinetics Inc | +0.7% | NEW | New buy |
| 8 | MBX | Mbx Biosciences Inc | +0.7% | — | Unchanged |
| 9 | JBIO | Jade Biosciences Inc | +0.7% | NEW | New buy |
| 10 | TVTX | Travere Therapeutics Inc | +0.6% | NEW | New buy |
| 11 | BBIO | Bridgebio Pharma Inc | +0.6% | — | Unchanged |
| 12 | LXEO | Lexeo Therapeutics Inc | +0.6% | +363.07% | Add |
| 13 | RARE | Ultragenyx Pharmaceutical In | +0.3% | +49.34% | Add |
| 14 | VALN | Valneva Se - Adr | +0.3% | NEW | New buy |
| 15 | ✓ | Crescent Biopharma Inc. | +0.3% | NEW | New buy |
| 16 | AGIO | Agios Pharmaceuticals Inc | +0.3% | +19.62% | Add |
| 17 | COGT | Cogent Biosciences Inc | +0.2% | +85.21% | Add |
| 18 | ALKS | Alkermes plc | +0.2% | +66.46% | Add |
| 19 | MREO | Mereo Biopharma Group Pl-adr | +0.2% | +20.72% | Add |
| 20 | MAZE | Maze Therapeutics Inc | +0.2% | +10.61% | Add |
| 21 | ✓ | Hillevax Inc | +0.1% | — | Unchanged |
| 22 | AUTL | Autolus Therapeutics PLC | +0.1% | — | Unchanged |
| 23 | IMCR | Immunocore Holdings Plc-adr | +0.1% | +27.76% | Add |
| 24 | ORIC | Oric Pharmaceuticals Inc | +0.1% | -24.45% | Trim |
| 25 | SLN | Silence Therapeutics Plc-adr | +0.1% | -15.54% | Trim |
| 26 | ✓ | Elevation Oncology Inc | 0% | — | Unchanged |
| 27 | RNAGBP | Avidity Biosciences Inc | — | +19.05% | Add |
| 28 | ORKA | Oruka Therapeutics Inc | 0% | — | Unchanged |
| 29 | ASND | Ascendis Pharma A/S | 0% | — | Unchanged |
| 30 | MGNX | Macrogenics Inc | 0% | — | Unchanged |
| 31 | ✓ | Newamsterdam Pharma Company | -0.1% | — | Unchanged |
| 32 | CGON | Cg Oncology Inc | -0.1% | — | Unchanged |
| 33 | DSGN | Design Therapeutics Inc | -0.1% | — | Unchanged |
| 34 | ALLO | Allogene Therapeutics Inc | -0.1% | — | Unchanged |
| 35 | AVU0 | Adverum Biotechnologies Inc | -0.1% | — | Unchanged |
| 36 | DYN | Dyne Therapeutics Inc | -0.1% | +4.34% | Add |
| 37 | RVMD | Revolution Medicines Inc | -0.1% | — | Unchanged |
| 38 | MIRM | Mirum Pharmaceuticals Inc | -0.2% | — | Unchanged |
| 39 | PVLA | Palvella Therapeutics Inc | -0.2% | +4.69% | Add |
| 40 | ✓ | Immatics NV | -0.3% | EXIT | Sold out |
| 41 | ERAS | Erasca Inc | -0.3% | +0.68% | Add |
| 42 | PCVX | Vaxcyte Inc | -0.3% | -12.05% | Trim |
| 43 | RCKT | Rocket Pharmaceuticals Inc | -0.3% | EXIT | Sold out |
| 44 | ACAD | Acadia Pharmaceuticals Inc | -0.4% | EXIT | Sold out |
| 45 | 4XC1 | Kalvista Pharmaceuticals Inc | -0.4% | — | Unchanged |
| 46 | SVRA | Savara Inc | -0.4% | — | Unchanged |
| 47 | IRON | Disc Medicine Inc | -0.5% | -5.70% | Trim |
| 48 | TRVI | Trevi Therapeutics Inc | -0.7% | — | Unchanged |
| 49 | ✓ | Merus N V | -0.7% | EXIT | Sold out |
| 50 | ARQT | Arcutis Biotherapeutics Inc | -0.7% | +12.40% | Add |
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 49 disclosed positions in Q2 2025.
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, VRNA, NAMS) accounted for 27.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
AURA
市值: $31.9M
Top Position Liquidated / Trimmed
RYTM
前期市值: $36.0M
During Q2 2025, Frazier Life Sciences Management, L.P.'s top holdings by market value included MIRM (13.8%)、VRNA (12.8%)、NAMS (12.0%). The largest single position, MIRM, represented 13.8% of total portfolio value.
In Q2 2025, Frazier Life Sciences Management, L.P. made 35 total portfolio adjustments, initiating 8 new buys, adding to 16 positions, trimming 5 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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