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CIK: 0001892134
Total reported value
$4.6B
$4.6B
40 檔
41.4%
As reported in its official Q4 2025 Form 13F filing, Frazier Life Sciences Management, L.P.'s tracked investment portfolio stood at $4.6B with 40 total positions.
In Q4 2025, Frazier Life Sciences Management, L.P. adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 15.96% | -0.61% | +1.45% | |
| 2 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 14.42% | +1.33% | — | |
| 3 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 7.70% | -0.35% | — | |
| 4 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 7.28% | -4.08% | -7.80% | |
| 5 | MBX | Mbx Biosciences Inc | Stock-Other | 5.64% | +2.89% | — | |
| 6 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 5.55% | -0.61% | — | |
| 7 | MAZE | Maze Therapeutics Inc | Stock-Other | 5.08% | -0.24% | — | |
| 8 | TRVI | Trevi Therapeutics Inc | Stock-Other | 3.45% | +0.99% | — | |
| 9 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 3.23% | +0.70% | -29.05% | |
| 10 | IRON | Disc Medicine Inc | Stock-Other | 2.69% | -0.07% | -12.41% | |
| 11 | ERAS | Erasca Inc | Stock-Other | 2.27% | -0.31% | — | |
| 12 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 2.19% | -2.57% | EXIT | |
| 13 | PVLA | Palvella Therapeutics Inc | Stock-Other | 2.03% | +0.11% | — | |
| 14 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 1.90% | — | +57.30% | |
| 15 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 1.71% | -1.69% | EXIT | |
| 16 | DYN | Dyne Therapeutics Inc | Stock-Other | 1.66% | +0.05% | +16.00% | |
| 17 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 1.60% | -0.32% | -37.59% | |
| 18 | SVRA | Savara Inc | Stock-Other | 1.60% | -0.07% | -13.96% | |
| 19 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.60% | +0.18% | +4.96% | |
| 20 | ABVX | Abivax Sa-adr | Stock-Other | 1.37% | — | — | |
| 21 | LXEO | Lexeo Therapeutics Inc | Stock-Other | 1.18% | -0.16% | — | |
| 22 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 0.94% | -1.09% | EXIT | |
| 23 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 0.93% | -0.03% | +111.33% | |
| 24 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 0.90% | -0.13% | +16.90% | |
| 25 | RAPT | Rapt Therapeutics Inc | Stock-Other | 0.89% | — | — | |
| 26 | VOR | Vor Biopharma Inc | Stock-Other | 0.89% | -0.15% | — | |
| 27 | ASND | Ascendis Pharma A/S | Stock-Other | 0.76% | +0.53% | — | |
| 28 | AURA | Aura Biosciences Inc | Stock-Other | 0.75% | +0.22% | — | |
| 29 | MNKD | Mannkind CORP | Stock-Other | 0.64% | +0.24% | — | |
| 30 | VALN | Valneva Se - Adr | Stock-Other | 0.54% | -0.11% | — | |
| 31 | ALKS | Alkermes plc | Stock-Healthcare | 0.53% | +0.16% | — | |
| 32 | EOLS | Evolus Inc | Stock-Other | 0.47% | +0.12% | — | |
| 33 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.36% | -0.04% | — | |
| 34 | ✓ | Newamsterdam Pharma Company | Stock-Other | 0.31% | -0.03% | — | |
| 35 | TVTX | Travere Therapeutics Inc | Stock-Other | 0.25% | — | -38.38% | |
| 36 | AUTL | Autolus Therapeutics PLC | Stock-Other | 0.25% | — | — | |
| 37 | ALLO | Allogene Therapeutics Inc | Stock-Other | 0.14% | +0.78% | — | |
| 38 | DSGN | Design Therapeutics Inc | Stock-Other | 0.13% | +0.57% | NEW | |
| 39 | ✓ | Xilio Therapeutics Inc | Stock-Other | 0.10% | — | — | |
| 40 | IBIO | Ibio Inc | Stock-Other | 0.10% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MBX | Mbx Biosciences Inc | +2.2% | — | Unchanged |
| 2 | ARQT | Arcutis Biotherapeutics Inc | +2.1% | — | Unchanged |
| 3 | NAMS | NewAmsterdam Pharma Company N.V. | +1.7% | +1.45% | Add |
| 4 | MAZE | Maze Therapeutics Inc | +1.5% | — | Unchanged |
| 5 | BBIO | Bridgebio Pharma Inc | +1.3% | -7.80% | Trim |
| 6 | PHAT | Phathom Pharmaceuticals Inc | +1.2% | — | Unchanged |
| 7 | RNAGBP | Avidity Biosciences Inc | +1.1% | +57.30% | Add |
| 8 | ERAS | Erasca Inc | +0.8% | — | Unchanged |
| 9 | PVLA | Palvella Therapeutics Inc | +0.7% | — | Unchanged |
| 10 | TRVI | Trevi Therapeutics Inc | +0.6% | — | Unchanged |
| 11 | DYN | Dyne Therapeutics Inc | +0.6% | +16.00% | Add |
| 12 | ACAD | Acadia Pharmaceuticals Inc | +0.5% | +111.33% | Add |
| 13 | ABVX | Abivax Sa-adr | +0.4% | — | Unchanged |
| 14 | SVRA | Savara Inc | +0.4% | -13.96% | Trim |
| 15 | 4XC1 | Kalvista Pharmaceuticals Inc | +0.4% | — | Unchanged |
| 16 | RVMD | Revolution Medicines Inc | +0.3% | -20.05% | Trim |
| 17 | LXEO | Lexeo Therapeutics Inc | +0.3% | — | Unchanged |
| 18 | CYTK | Cytokinetics Inc | +0.1% | +4.96% | Add |
| 19 | ✓ | Newamsterdam Pharma Company | +0.1% | — | Unchanged |
| 20 | AUTL | Autolus Therapeutics PLC | 0% | — | Unchanged |
| 21 | ALLO | Allogene Therapeutics Inc | — | — | Unchanged |
| 22 | EOLS | Evolus Inc | 0% | — | Unchanged |
| 23 | ASND | Ascendis Pharma A/S | 0% | — | Unchanged |
| 24 | TVTX | Travere Therapeutics Inc | 0% | -38.38% | Trim |
| 25 | IMCR | Immunocore Holdings Plc-adr | -0.1% | — | Unchanged |
| 26 | ALKS | Alkermes plc | -0.1% | — | Unchanged |
| 27 | IRON | Disc Medicine Inc | -0.2% | -12.41% | Trim |
| 28 | AURA | Aura Biosciences Inc | -0.2% | — | Unchanged |
| 29 | VALN | Valneva Se - Adr | -0.3% | — | Unchanged |
| 30 | DSGN | Design Therapeutics Inc | -0.3% | -73.33% | Trim |
| 31 | KRYS | Krystal Biotech Inc | -0.4% | -29.05% | Trim |
| 32 | TARS | Tarsus Pharmaceuticals Inc | -0.5% | -37.59% | Trim |
| 33 | MIRM | Mirum Pharmaceuticals Inc | -0.5% | — | Unchanged |
| 34 | AGIO | Agios Pharmaceuticals Inc | -0.6% | — | Unchanged |
| 35 | ZLAB | Zai Lab Ltd-adr | -0.8% | +16.90% | Add |
| 36 | VRNA | Verona Pharma PLC - Adr | — | EXIT | Sold out |
| 37 | RAPT | Rapt Therapeutics Inc | — | NEW | New buy |
| 38 | VOR | Vor Biopharma Inc | — | NEW | New buy |
| 39 | RARE | Ultragenyx Pharmaceutical In | — | EXIT | Sold out |
| 40 | MNKD | Mannkind CORP | — | NEW | New buy |
| 41 | MREO | Mereo Biopharma Group Pl-adr | — | EXIT | Sold out |
| 42 | AKRO | Akero Therapeutics Inc | — | EXIT | Sold out |
| 43 | PCVX | Vaxcyte Inc | — | EXIT | Sold out |
| 44 | JBIO | Jade Biosciences Inc | — | EXIT | Sold out |
| 45 | ASMB | Assembly Biosciences Inc | — | EXIT | Sold out |
| 46 | AVU0 | Adverum Biotechnologies Inc | — | EXIT | Sold out |
| 47 | ✓ | Engene Holdings Inc | — | EXIT | Sold out |
| 48 | MGNX | Macrogenics Inc | — | EXIT | Sold out |
| 49 | SLN | Silence Therapeutics Plc-adr | — | EXIT | Sold out |
| 50 | ✓ | Xilio Therapeutics Inc | — | NEW | New buy |
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 40 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NAMS, MIRM, ARQT) accounted for 41.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
RAPT
市值: $33.3M
Top Position Liquidated / Trimmed
VRNA
前期市值: $361.1M
During Q4 2025, Frazier Life Sciences Management, L.P.'s top holdings by market value included NAMS (16.0%)、MIRM (14.4%)、ARQT (7.7%). The largest single position, NAMS, represented 16.0% of total portfolio value.
In Q4 2025, Frazier Life Sciences Management, L.P. made 31 total portfolio adjustments, initiating 5 new buys, adding to 6 positions, trimming 8 holdings, and fully liquidating 12 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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