Frazier Life Sciences Management, L.P.
13F Reported Value
ⓘ$3.9B
Holdings
38
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Frazier Life Sciences Management, L.P. disclosed 38 positions worth $3.9B in its Form 13F-HR for Q1 2026, led by $MIRM (Mirum Pharmaceuticals, Inc.) at 18.3% of the equity portfolio, followed by $NAMS and $ERAS. During the quarter the fund opened 3 new positions and exited 5 — including a new stake in $BCRX and a full exit from $RNA. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Frazier Life Sciences Management, L.P.’s Form 13F-HR filing with the SEC under CIK 1892134.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 32.7#2,252
Quality
$709.4M7,679,684 sh - —
Quality
$542.4M16,943,774 sh - —
Quality
$399.2M24,675,188 sh - 31.7
Quality
$256.1M3,448,139 sh - 41.2
Quality
$232.6M9,874,511 sh - —
Quality
$198.6M6,652,013 sh - 32.5
Quality
$138.5M12,466,489 sh - 19.7
Quality
$136.3M4,567,274 sh - 75.9
Quality
$124.3M481,307 sh - —
Quality
$118.6M9,939,547 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Mirum Pharmaceuticals, Inc.$MIRM | 32.7#2,252 | $709.4M | 7,679,684 |
 NewAmsterdam Pharma Co N.V.$NAMS | — | $542.4M | 16,943,774 |
 Erasca, Inc.$ERAS | — | $399.2M | 24,675,188 |
 BridgeBio Pharma, Inc.$BBIO | 31.7 | $256.1M | 3,448,139 |
 Arcutis Biotherapeutics, Inc.$ARQT | 41.2 | $232.6M | 9,874,511 |
 MBX Biosciences, Inc.$MBX | — | $198.6M | 6,652,013 |
 Phathom Pharmaceuticals, Inc.$PHAT | 32.5 | $138.5M | 12,466,489 |
 Maze Therapeutics, Inc.$MAZE | 19.7 | $136.3M | 4,567,274 |
 Krystal Biotech, Inc.$KRYS | 75.9 | $124.3M | 481,307 |
 Trevi Therapeutics, Inc.$TRVI | — | $118.6M | 9,939,547 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Frazier Life Sciences Management, L.P.'s 38 positions.
Showing top 10 of 38 holdings.
Sector Allocation
Healthcare
$3.9B
Full Holdings — Frazier Life Sciences Management, L.P. (Q1 2026)
All 38 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MIRM | Mirum Pharmaceuticals, Inc. | $709.4M | 18.3% | +13% | 32.7 |
| 2 | $NAMS | NewAmsterdam Pharma Co N.V. | $542.4M | 14.0% | +0% | — |
| 3 | $ERAS | Erasca, Inc. | $399.2M | 10.3% | +9% | — |
| 4 | $BBIO | BridgeBio Pharma, Inc. | $256.1M | 6.6% | -3% | 31.7 |
| 5 | $ARQT | Arcutis Biotherapeutics, Inc. | $232.6M | 6.0% | +0% | 41.2 |
| 6 | $MBX | MBX Biosciences, Inc. | $198.6M | 5.1% | +0% | — |
| 7 | $PHAT | Phathom Pharmaceuticals, Inc. | $138.5M | 3.6% | +0% | 32.5 |
| 8 | $MAZE | Maze Therapeutics, Inc. | $136.3M | 3.5% | +0% | 19.7 |
| 9 | $KRYS | Krystal Biotech, Inc. | $124.3M | 3.2% | -1% | 75.9 |
| 10 | $TRVI | Trevi Therapeutics, Inc. | $118.6M | 3.0% | -3% | — |
| 11 |  $PVLA | PALVELLA THERAPEUTICS, INC. | $110.0M | 2.8% | +22% | — |
| 12 |  $KALV | KalVista Pharmaceuticals, Inc. | $99.9M | 2.6% | -2% | 25.9 |
| 13 |  $IRON | Disc Medicine, Inc. | $86.6M | 2.2% | +8% | — |
| 14 |  $CYTK | CYTOKINETICS INC | $76.4M | 2.0% | +24% | 28 |
| 15 |  $RVMD | Revolution Medicines, Inc. | $65.7M | 1.7% | -15% | — |
| 16 |  $DYN | Dyne Therapeutics, Inc. | $57.2M | 1.5% | +0% | — |
| 17 |  $SVRA | Savara Inc | $53.1M | 1.4% | -1% | — |
| 18 |  $TARS | Tarsus Pharmaceuticals, Inc. | $51.1M | 1.3% | +0% | 40.8 |
| 19 |  $VOR | Vor Biopharma Inc. | $45.4M | 1.2% | +0% | — |
| 20 |  $AGIO | AGIOS PHARMACEUTICALS, INC. | $42.5M | 1.1% | -2% | 26.3 |
| 21 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $38.2M | 1.0% | NEW | 37.2 |
| 22 |  $ZLAB | Zai Lab Ltd | $35.8M | 0.9% | +0% | — |
| 23 |  $AURA | Aura Biosciences, Inc. | $34.1M | 0.9% | +0% | — |
| 24 |  $ACAD | ACADIA PHARMACEUTICALS INC | $32.0M | 0.8% | +11% | 69.8 |
| 25 |  $ASND | Ascendis Pharma A/S | $30.5M | 0.8% | +0% | 41.5 |
| 26 |  $LXEO | Lexeo Therapeutics, Inc. | $25.4M | 0.7% | +0% | — |
| 27 |  $ALKS | Alkermes plc. | $24.8M | 0.6% | +0% | — |
| 28 |  $ACRS | Aclaris Therapeutics, Inc. | $18.5M | 0.5% | NEW | 9.2 |
| 29 |  $GLUE | Monte Rosa Therapeutics, Inc. | $16.4M | 0.4% | NEW | 18.1 |
| 30 |  $IMCR | Immunocore Holdings plc | $14.6M | 0.4% | +26% | — |
| 31 |  $MNKD | MANNKIND CORP | $14.5M | 0.4% | +40% | 44.4 |
| 32 |  $VALN | Valneva SE | $14.3M | 0.4% | +0% | 33.3 |
| 33 |  $EOLS | Evolus, Inc. | $10.8M | 0.3% | +0% | 30 |
| 34 | $NAMS | NewAmsterdam Pharma Co N.V. | $10.0M | 0.3% | +0% | — |
| 35 |  $ALLO | Allogene Therapeutics, Inc. | $9.3M | 0.2% | -2% | — |
| 36 |  $AUTL | Autolus Therapeutics plc | $6.1M | 0.2% | -4% | — |
| 37 |  $IBIO | iBio, Inc. | $3.7M | 0.1% | +0% | — |
| 38 |  $XLO | Xilio Therapeutics, Inc. | $3.6M | 0.1% | -93% | 26.9 |
New Positions (3)
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