Frazier Life Sciences Management, L.P.
13F Reported Value
ⓘ$4.6B
Holdings
41
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Frazier Life Sciences Management, L.P. disclosed 41 positions worth $4.6B in its Form 13F-HR for Q2 2026, led by $MIRM (Mirum Pharmaceuticals, Inc.) at 19.6% of the equity portfolio, followed by $NAMS and $ERAS. During the quarter the fund opened 6 new positions and exited 3 — including a new stake in $PBLS and a full exit from $KALV. 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 35.0#2,321
Quality
$899.1M7,679,684 sh - —
Quality
$613.0M18,088,902 sh - —
Quality
$457.5M24,975,188 sh - —
Quality
$367.2M6,652,013 sh - 62.9
Quality
$258.9M9,874,511 sh - —
Quality
$185.4M9,939,447 sh - 79.2
Quality
$178.9M481,307 sh - 10.3
Quality
$150.2M5,032,915 sh - 40.9
Quality
$135.3M12,466,489 sh - —
Quality
$134.8M882,400 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Mirum Pharmaceuticals, Inc.$MIRM | 35.0#2,321 | $899.1M | 7,679,684 |
 NewAmsterdam Pharma Co N.V.$NAMS | — | $613.0M | 18,088,902 |
 Erasca, Inc.$ERAS | — | $457.5M | 24,975,188 |
 MBX Biosciences, Inc.$MBX | — | $367.2M | 6,652,013 |
 Arcutis Biotherapeutics, Inc.$ARQT | 62.9 | $258.9M | 9,874,511 |
 Trevi Therapeutics, Inc.$TRVI | — | $185.4M | 9,939,447 |
 Krystal Biotech, Inc.$KRYS | 79.2 | $178.9M | 481,307 |
 Maze Therapeutics, Inc.$MAZE | 10.3 | $150.2M | 5,032,915 |
 Phathom Pharmaceuticals, Inc.$PHAT | 40.9 | $135.3M | 12,466,489 |
 PALVELLA THERAPEUTICS, INC.$PVLA | — | $134.8M | 882,400 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Frazier Life Sciences Management, L.P.'s 41 positions.
Showing top 10 of 41 holdings.
Sector Allocation
Healthcare
$4.6B
Full Holdings — Frazier Life Sciences Management, L.P. (Q2 2026)
All 41 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. | $899.1M | 19.6% | +0% | 35 |
| 2 | $NAMS | NewAmsterdam Pharma Co N.V. | $613.0M | 13.3% | +7% | — |
| 3 | $ERAS | Erasca, Inc. | $457.5M | 10.0% | +1% | — |
| 4 | $MBX | MBX Biosciences, Inc. | $367.2M | 8.0% | +0% | — |
| 5 | $ARQT | Arcutis Biotherapeutics, Inc. | $258.9M | 5.6% | +0% | 62.9 |
| 6 | $TRVI | Trevi Therapeutics, Inc. | $185.4M | 4.0% | -0% | — |
| 7 | $KRYS | Krystal Biotech, Inc. | $178.9M | 3.9% | +0% | 79.2 |
| 8 | $MAZE | Maze Therapeutics, Inc. | $150.2M | 3.3% | +10% | 10.3 |
| 9 | $PHAT | Phathom Pharmaceuticals, Inc. | $135.3M | 3.0% | +0% | 40.9 |
| 10 | $PVLA | PALVELLA THERAPEUTICS, INC. | $134.8M | 2.9% | +0% | — |
| 11 |  $BBIO | BridgeBio Pharma, Inc. | $115.3M | 2.5% | -55% | 36.9 |
| 12 |  $IRON | Disc Medicine, Inc. | $99.1M | 2.2% | +0% | — |
| 13 |  $CYTK | CYTOKINETICS INC | $98.8M | 2.1% | +0% | 28.1 |
| 14 |  $DYN | Dyne Therapeutics, Inc. | $70.0M | 1.5% | +0% | — |
| 15 |  $ASND | Ascendis Pharma A/S | $60.1M | 1.3% | +69% | 44.8 |
| 16 |  $SVRA | Savara Inc | $59.9M | 1.3% | +0% | — |
| 17 |  $PBLS | Parabilis Medicines, Inc. | $52.6M | 1.1% | NEW | — |
| 18 |  $AURA | Aura Biosciences, Inc. | $50.4M | 1.1% | +39% | — |
| 19 |  $ACHV | ACHIEVE LIFE SCIENCES, INC. | $49.7M | 1.1% | NEW | — |
| 20 |  $VOR | Vor Biopharma Inc. | $46.8M | 1.0% | +0% | — |
| 21 |  $ALLO | Allogene Therapeutics, Inc. | $46.7M | 1.0% | +491% | 33.9 |
| 22 |  $TARS | Tarsus Pharmaceuticals, Inc. | $45.9M | 1.0% | +0% | 55 |
| 23 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $40.1M | 0.9% | +0% | 53.2 |
| 24 |  $ALKS | Alkermes plc. | $36.7M | 0.8% | +0% | — |
| 25 |  $ACAD | ACADIA PHARMACEUTICALS INC | $36.4M | 0.8% | +0% | 67.8 |
| 26 |  $ZLAB | Zai Lab Ltd | $36.1M | 0.8% | +0% | — |
| 27 |  $MNKD | MANNKIND CORP | $28.1M | 0.6% | +12% | 37.2 |
| 28 |  $DSGN | Design Therapeutics, Inc. | $26.2M | 0.6% | NEW | — |
| 29 |  $ACRS | Aclaris Therapeutics, Inc. | $26.1M | 0.6% | +0% | 12 |
| 30 |  $STTK | Shattuck Labs, Inc. | $26.0M | 0.6% | NEW | — |
| 31 |  $KLRA | Kailera Therapeutics, Inc. | $24.2M | 0.5% | NEW | — |
| 32 |  $GLUE | Monte Rosa Therapeutics, Inc. | $24.2M | 0.5% | +0% | 30.3 |
| 33 |  $LXEO | Lexeo Therapeutics, Inc. | $22.5M | 0.5% | +9% | — |
| 34 |  $RLAY | Relay Therapeutics, Inc. | $19.0M | 0.4% | NEW | 19.5 |
| 35 |  $EOLS | Evolus, Inc. | $18.3M | 0.4% | +0% | 39 |
| 36 |  $IMCR | Immunocore Holdings plc | $15.4M | 0.3% | +0% | — |
| 37 |  $VALN | Valneva SE | $12.0M | 0.3% | +0% | 28.3 |
| 38 | $NAMS | NewAmsterdam Pharma Co N.V. | $10.7M | 0.2% | +0% | — |
| 39 |  $AUTL | Autolus Therapeutics plc | $7.1M | 0.1% | +0% | — |
| 40 |  $XLO | Xilio Therapeutics, Inc. | $4.0M | 0.1% | +0% | 35.6 |
| 41 |  $IBIO | iBio, Inc. | $3.4M | 0.1% | +0% | 10.4 |
New Positions (6)
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