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CIK: 0001892134
Total reported value
$4.6B
$4.6B
38 檔
46.6%
According to the latest 13F quarterly dataset, Frazier Life Sciences Management, L.P. managed an equity portfolio of $4.6B at the end of Q1 2026, spanning 38 distinct U.S. exchange-listed positions.
Frazier Life Sciences Management, L.P. executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 6 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 18.25% | +1.33% | +13.02% | |
| 2 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 13.96% | -0.61% | — | |
| 3 | ERAS | Erasca Inc | Stock-Other | 10.27% | -0.31% | +8.56% | |
| 4 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 6.59% | -4.08% | -2.75% | |
| 5 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 5.99% | -0.35% | — | |
| 6 | MBX | Mbx Biosciences Inc | Stock-Other | 5.11% | +2.89% | — | |
| 7 | PHAT | Phathom Pharmaceuticals Inc | Stock-Other | 3.56% | -0.61% | — | |
| 8 | MAZE | Maze Therapeutics Inc | Stock-Other | 3.51% | -0.24% | — | |
| 9 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 3.20% | +0.70% | -1.46% | |
| 10 | TRVI | Trevi Therapeutics Inc | Stock-Other | 3.05% | +0.99% | -3.12% | |
| 11 | PVLA | Palvella Therapeutics Inc | Stock-Other | 2.83% | +0.11% | +22.15% | |
| 12 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 2.57% | -2.57% | EXIT | |
| 13 | IRON | Disc Medicine Inc | Stock-Other | 2.23% | -0.07% | +7.53% | |
| 14 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.97% | +0.18% | +24.10% | |
| 15 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 1.69% | -1.69% | EXIT | |
| 16 | DYN | Dyne Therapeutics Inc | Stock-Other | 1.47% | +0.05% | — | |
| 17 | SVRA | Savara Inc | Stock-Other | 1.37% | -0.07% | -1.43% | |
| 18 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 1.32% | -0.32% | — | |
| 19 | VOR | Vor Biopharma Inc | Stock-Other | 1.17% | -0.15% | — | |
| 20 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 1.09% | -1.09% | EXIT | |
| 21 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 0.98% | -0.11% | — | |
| 22 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 0.92% | -0.13% | — | |
| 23 | AURA | Aura Biosciences Inc | Stock-Other | 0.88% | +0.22% | — | |
| 24 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 0.82% | -0.03% | +10.87% | |
| 25 | ASND | Ascendis Pharma A/S | Stock-Other | 0.78% | +0.53% | — | |
| 26 | LXEO | Lexeo Therapeutics Inc | Stock-Other | 0.65% | -0.16% | — | |
| 27 | ALKS | Alkermes plc | Stock-Healthcare | 0.64% | +0.16% | — | |
| 28 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.48% | +0.09% | — | |
| 29 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 0.42% | +0.11% | — | |
| 30 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.38% | -0.04% | +25.99% | |
| 31 | MNKD | Mannkind CORP | Stock-Other | 0.37% | +0.24% | +39.65% | |
| 32 | VALN | Valneva Se - Adr | Stock-Other | 0.37% | -0.11% | — | |
| 33 | EOLS | Evolus Inc | Stock-Other | 0.28% | +0.12% | — | |
| 34 | ✓ | Newamsterdam Pharma Company | Stock-Other | 0.26% | -0.03% | — | |
| 35 | ALLO | Allogene Therapeutics Inc | Stock-Other | 0.24% | +0.78% | -1.86% | |
| 36 | AUTL | Autolus Therapeutics PLC | Stock-Other | 0.16% | — | -3.79% | |
| 37 | IBIO | Ibio Inc | Stock-Other | 0.10% | -0.03% | — | |
| 38 | XLO | Xilio Therapeutics Inc | Stock-Other | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ERAS | Erasca Inc | +8% | +8.56% | Add |
| 2 | MIRM | Mirum Pharmaceuticals Inc | +3.8% | +13.02% | Add |
| 3 | PVLA | Palvella Therapeutics Inc | +0.8% | +22.15% | Add |
| 4 | 4XC1 | Kalvista Pharmaceuticals Inc | +0.4% | -1.56% | Trim |
| 5 | CYTK | Cytokinetics Inc | +0.4% | +24.10% | Add |
| 6 | VOR | Vor Biopharma Inc | +0.3% | — | Unchanged |
| 7 | AGIO | Agios Pharmaceuticals Inc | +0.2% | -1.85% | Trim |
| 8 | AURA | Aura Biosciences Inc | +0.1% | — | Unchanged |
| 9 | ALKS | Alkermes plc | +0.1% | — | Unchanged |
| 10 | ALLO | Allogene Therapeutics Inc | +0.1% | -1.86% | Trim |
| 11 | ZLAB | Zai Lab Ltd-adr | 0% | — | Unchanged |
| 12 | ASND | Ascendis Pharma A/S | 0% | — | Unchanged |
| 13 | IMCR | Immunocore Holdings Plc-adr | 0% | +25.99% | Add |
| 14 | IBIO | Ibio Inc | — | — | Unchanged |
| 15 | RVMD | Revolution Medicines Inc | 0% | -15.27% | Trim |
| 16 | KRYS | Krystal Biotech Inc | 0% | -1.46% | Trim |
| 17 | ✓ | Newamsterdam Pharma Company | -0.1% | — | Unchanged |
| 18 | AUTL | Autolus Therapeutics PLC | -0.1% | -3.79% | Trim |
| 19 | ACAD | Acadia Pharmaceuticals Inc | -0.1% | +10.87% | Add |
| 20 | VALN | Valneva Se - Adr | -0.2% | — | Unchanged |
| 21 | EOLS | Evolus Inc | -0.2% | — | Unchanged |
| 22 | DYN | Dyne Therapeutics Inc | -0.2% | — | Unchanged |
| 23 | SVRA | Savara Inc | -0.2% | -1.43% | Trim |
| 24 | MNKD | Mannkind CORP | -0.3% | +39.65% | Add |
| 25 | TARS | Tarsus Pharmaceuticals Inc | -0.3% | — | Unchanged |
| 26 | TRVI | Trevi Therapeutics Inc | -0.4% | -3.12% | Trim |
| 27 | IRON | Disc Medicine Inc | -0.5% | +7.53% | Add |
| 28 | LXEO | Lexeo Therapeutics Inc | -0.5% | — | Unchanged |
| 29 | MBX | Mbx Biosciences Inc | -0.5% | — | Unchanged |
| 30 | BBIO | Bridgebio Pharma Inc | -0.7% | -2.75% | Trim |
| 31 | MAZE | Maze Therapeutics Inc | -1.6% | — | Unchanged |
| 32 | ARQT | Arcutis Biotherapeutics Inc | -1.7% | — | Unchanged |
| 33 | PHAT | Phathom Pharmaceuticals Inc | -2% | — | Unchanged |
| 34 | NAMS | NewAmsterdam Pharma Company N.V. | -2% | — | Unchanged |
| 35 | RNAGBP | Avidity Biosciences Inc | — | EXIT | Sold out |
| 36 | ABVX | Abivax Sa-adr | — | EXIT | Sold out |
| 37 | BCRX | Biocryst Pharmaceuticals Inc | — | NEW | New buy |
| 38 | RAPT | Rapt Therapeutics Inc | — | EXIT | Sold out |
| 39 | ACRS | Aclaris Therapeutics Inc | — | NEW | New buy |
| 40 | GLUE | Monte Rosa Therapeutics Inc | — | NEW | New buy |
| 41 | TVTX | Travere Therapeutics Inc | — | EXIT | Sold out |
| 42 | DSGN | Design Therapeutics Inc | — | EXIT | Sold out |
| 43 | ✓ | Xilio Therapeutics Inc | — | EXIT | Sold out |
| 44 | XLO | 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 38 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including MIRM, NAMS, ERAS) accounted for 46.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
BCRX
市值: $38.2M
Top Position Liquidated / Trimmed
RNAGBP
前期市值: $70.9M
During Q1 2026, Frazier Life Sciences Management, L.P.'s top holdings by market value included MIRM (18.3%)、NAMS (14.0%)、ERAS (10.3%). The largest single position, MIRM, represented 18.3% of total portfolio value.
In Q1 2026, Frazier Life Sciences Management, L.P. made 27 total portfolio adjustments, initiating 4 new buys, adding to 8 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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