Sponsored

The Analysis of Frazier Life Sciences Management, L.P.'s Holdings & P&L

Currently, Frazier Life Sciences Management, L.P. holds 40 types of securities in its portfolio with a total value $3.7B. In the most recent quarter, they have increased their positions in N/A (+983.3K shares, valued at $33.3M), VOR (+2.5M shares, valued at $33.3M), RNA (+358.1K shares, valued at $25.8M); decreased their positions in KRYS (-200.0K shares, valued at $49.3M), TARS (-438.9K shares, valued at $35.9M), BBIO (-299.9K shares, valued at $22.9M); initiated new positions in N/A (+983.3K shares, valued at $33.3M), VOR (+2.5M shares, valued at $33.3M), MNKD (+4.2M shares, valued at $24.0M).

1M P&L

+504.8M+14.12%

3M P&L

+283.6M+7.47%

HY P&L

+946.5M+30.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology3.6B

98.7%

2Drug Manufacturers - Specialty & Generic37.1M

1.0%

3N/A11.5M

0.3%

Top Industries by Stock Count

1Biotechnology35 stocks

92.1%

2Drug Manufacturers - Specialty & Generic2 stocks

5.3%

3N/A1 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NAMS NEWAMSTERDAM PHARMA COMPANY16.9M shares1.45%2025-12-312026-02-13

MIRM MIRUM PHARMACEUTICALS INC6.8M shares0.00%2025-12-312026-02-13

ARQT ARCUTIS BIOTHERAPEUTICS INC9.9M shares0.00%2025-12-312026-02-13

BBIO BRIDGEBIO PHARMA INC3.5M shares-7.80%2025-12-312026-02-13

MBX MBX BIOSCIENCES INC6.7M shares0.00%2025-12-312026-02-13

PHAT PHATHOM PHARMACEUTICALS INC12.5M shares0.00%2025-12-312026-02-13

MAZE MAZE THERAPEUTICS INC4.6M shares0.00%2025-12-312026-02-13

TRVI TREVI THERAPEUTICS INC10.3M shares0.00%2025-12-312026-02-13

Sponsored

KRYS KRYSTAL BIOTECH INC488.5K shares-29.05%2025-12-312026-02-13

IRON DISC MEDICINE INC1.3M shares-12.41%2025-12-312026-02-13

ERAS ERASCA INC22.7M shares0.00%2025-12-312026-02-13

KALV KALVISTA PHARMACEUTICALS INC5.0M shares0.00%2025-12-312026-02-13

PVLA PALVELLA THERAPEUTICS INC NE722.4K shares0.00%2025-12-312026-02-13

RNA AVIDITY BIOSCIENCES INC983.1K shares57.30%2025-12-312026-02-13

RVMD REVOLUTION MEDICINES INC797.5K shares-20.05%2025-12-312026-02-13

DYN DYNE THERAPEUTICS INC3.2M shares16.00%2025-12-312026-02-13

Sponsored

TARS TARSUS PHARMACEUTICALS INC728.6K shares-37.59%2025-12-312026-02-13

SVRA SAVARA INC9.9M shares-13.96%2025-12-312026-02-13

CYTK CYTOKINETICS INC934.6K shares4.96%2025-12-312026-02-13

ABVX ABIVAX SA378.3K shares0.00%2025-12-312026-02-13

LXEO LEXEO THERAPEUTICS INC4.4M shares0.00%2025-12-312026-02-13

AGIO AGIOS PHARMACEUTICALS INC1.3M shares0.00%2025-12-312026-02-13

ACAD ACADIA PHARMACEUTICALS INC1.3M shares111.33%2025-12-312026-02-13

ZLAB ZAI LAB LTD1.9M shares16.90%2025-12-312026-02-13

Sponsored

RAPT THERAPEUTICS INC RAPT THERAPEUTICS INC983.3K sharesnew addition2025-12-312026-02-13

VOR VOR BIOPHARMA INC2.5M sharesnew addition2025-12-312026-02-13

ASND ASCENDIS PHARMA A/S133.3K shares0.00%2025-12-312026-02-13

AURA AURA BIOSCIENCES INC5.1M shares0.00%2025-12-312026-02-13

MNKD MANNKIND CORP4.2M sharesnew addition2025-12-312026-02-13

VALN VALNEVA SE2.3M shares0.00%2025-12-312026-02-13

ALKS ALKERMES PLC700.6K shares0.00%2025-12-312026-02-13

EOLS EVOLUS INC2.6M shares0.00%2025-12-312026-02-13

Sponsored

IMCR IMMUNOCORE HLDGS PLC384.8K shares0.00%2025-12-312026-02-13

NAMSW NEWAMSTERDAM PHARMA COMPANY500.3K shares0.00%2025-12-312026-02-13

TVTX TRAVERE THERAPEUTICS INC241.6K shares-38.38%2025-12-312026-02-13

AUTL AUTOLUS THERAPEUTICS PLC4.6M shares0.00%2025-12-312026-02-13

ALLO ALLOGENE THERAPEUTICS INC3.9M shares0.00%2025-12-312026-02-13

DSGN DESIGN THERAPEUTICS INC521.0K shares-73.33%2025-12-312026-02-13

XLO XILIO THERAPEUTICS INC5.9M sharesnew addition2025-12-312026-02-13

IBIO INC IBIO INC2.0M sharesnew addition2025-12-312026-02-13

Sponsored

NAMS

NEWAMSTERDAM PHARMA COMPANY

1.45%

Shares16.9M

Event2025-12-31

Filed2026-02-13

MIRM

MIRUM PHARMACEUTICALS INC

0.00%

Shares6.8M

Event2025-12-31

Filed2026-02-13

ARQT

ARCUTIS BIOTHERAPEUTICS INC

0.00%

Shares9.9M

Event2025-12-31

Filed2026-02-13

BBIO

BRIDGEBIO PHARMA INC

-7.80%

Shares3.5M

Event2025-12-31

Filed2026-02-13

MBX

MBX BIOSCIENCES INC

0.00%

Shares6.7M

Event2025-12-31

Filed2026-02-13

PHAT

PHATHOM PHARMACEUTICALS INC

0.00%

Shares12.5M

Event2025-12-31

Filed2026-02-13

MAZE

MAZE THERAPEUTICS INC

0.00%

Shares4.6M

Event2025-12-31

Filed2026-02-13

TRVI

TREVI THERAPEUTICS INC

0.00%

Shares10.3M

Event2025-12-31

Filed2026-02-13

KRYS

KRYSTAL BIOTECH INC

-29.05%

Shares488.5K

Event2025-12-31

Filed2026-02-13

IRON

DISC MEDICINE INC

-12.41%

Shares1.3M

Event2025-12-31

Filed2026-02-13

ERAS

ERASCA INC

0.00%

Shares22.7M

Event2025-12-31

Filed2026-02-13

KALV

KALVISTA PHARMACEUTICALS INC

0.00%

Shares5.0M

Event2025-12-31

Filed2026-02-13

PVLA

PALVELLA THERAPEUTICS INC NE

0.00%

Shares722.4K

Event2025-12-31

Filed2026-02-13

RNA

AVIDITY BIOSCIENCES INC

57.30%

Shares983.1K

Event2025-12-31

Filed2026-02-13

RVMD

REVOLUTION MEDICINES INC

-20.05%

Shares797.5K

Event2025-12-31

Filed2026-02-13

DYN

DYNE THERAPEUTICS INC

16.00%

Shares3.2M

Event2025-12-31

Filed2026-02-13

TARS

TARSUS PHARMACEUTICALS INC

-37.59%

Shares728.6K

Event2025-12-31

Filed2026-02-13

SVRA

SAVARA INC

-13.96%

Shares9.9M

Event2025-12-31

Filed2026-02-13

CYTK

CYTOKINETICS INC

4.96%

Shares934.6K

Event2025-12-31

Filed2026-02-13

ABVX

ABIVAX SA

0.00%

Shares378.3K

Event2025-12-31

Filed2026-02-13

LXEO

LEXEO THERAPEUTICS INC

0.00%

Shares4.4M

Event2025-12-31

Filed2026-02-13

AGIO

AGIOS PHARMACEUTICALS INC

0.00%

Shares1.3M

Event2025-12-31

Filed2026-02-13

ACAD

ACADIA PHARMACEUTICALS INC

111.33%

Shares1.3M

Event2025-12-31

Filed2026-02-13

ZLAB

ZAI LAB LTD

16.90%

Shares1.9M

Event2025-12-31

Filed2026-02-13

RAPT THERAPEUTICS INC

New

Shares983.3K

Event2025-12-31

Filed2026-02-13

VOR

VOR BIOPHARMA INC

New

Shares2.5M

Event2025-12-31

Filed2026-02-13

ASND

ASCENDIS PHARMA A/S

0.00%

Shares133.3K

Event2025-12-31

Filed2026-02-13

AURA

AURA BIOSCIENCES INC

0.00%

Shares5.1M

Event2025-12-31

Filed2026-02-13

MNKD

MANNKIND CORP

New

Shares4.2M

Event2025-12-31

Filed2026-02-13

VALN

VALNEVA SE

0.00%

Shares2.3M

Event2025-12-31

Filed2026-02-13

ALKS

ALKERMES PLC

0.00%

Shares700.6K

Event2025-12-31

Filed2026-02-13

EOLS

EVOLUS INC

0.00%

Shares2.6M

Event2025-12-31

Filed2026-02-13

IMCR

IMMUNOCORE HLDGS PLC

0.00%

Shares384.8K

Event2025-12-31

Filed2026-02-13

NAMSW

NEWAMSTERDAM PHARMA COMPANY

0.00%

Shares500.3K

Event2025-12-31

Filed2026-02-13

TVTX

TRAVERE THERAPEUTICS INC

-38.38%

Shares241.6K

Event2025-12-31

Filed2026-02-13

AUTL

AUTOLUS THERAPEUTICS PLC

0.00%

Shares4.6M

Event2025-12-31

Filed2026-02-13

ALLO

ALLOGENE THERAPEUTICS INC

0.00%

Shares3.9M

Event2025-12-31

Filed2026-02-13

DSGN

DESIGN THERAPEUTICS INC

-73.33%

Shares521.0K

Event2025-12-31

Filed2026-02-13

XLO

XILIO THERAPEUTICS INC

New

Shares5.9M

Event2025-12-31

Filed2026-02-13

IBIO INC

New

Shares2.0M

Event2025-12-31

Filed2026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available