Frazier Life Sciences Management, L.P.
Net seller this quarter
$4.59B
41
-$76.3M
73.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MIRM | $899M | 19.58% | 11.86% | Not reported | Q1 2022 |
 NAMS | $613M | 13.35% | 15.38% | +6.8% | Q4 2022 |
 ERAS | $458M | 9.96% | 7.99% | +1.2% | Q2 2024 |
 MBX | $367M | 8.00% | 13.87% | Not reported | Q3 2024 |
 ARQT | $259M | 5.64% | 7.86% | Not reported | Q1 2022 |
 TRVI | $185M | 4.04% | 6.98% | 0.0% | Q2 2022 |
 KRYS | $179M | 3.90% | 1.63% | Not reported | Q1 2022 |
 MAZE | $150M | 3.27% | 9.07% | +10.2% | Q1 2025 |
 PHAT | $135M | 2.95% | 15.57% | Not reported | Q1 2022 |
 PVLA | $135M | 2.94% | 6.13% | Not reported | Q4 2024 |
 BBIO | $115M | 2.51% | 0.79% | -55.1% | Q1 2023 |
 IRON | $99.1M | 2.16% | 3.53% | Not reported | Q2 2023 |
 CYTK | $98.8M | 2.15% | 0.93% | Not reported | Q2 2025 |
 DYN | $70M | 1.53% | 1.90% | Not reported | Q4 2023 |
 ASND | $60.1M | 1.31% | 0.36% | +68.9% | Q3 2024 |
 SVRA | $59.9M | 1.30% | 4.73% | Not reported | Q3 2023 |
 PBLS | $52.6M | 1.14% | 1.58% | New | Q2 2026 |
 AURA | $50.4M | 1.10% | 6.86% | +39.2% | Q2 2025 |
 ACHV | $49.7M | 1.08% | 7.41% | New | Q2 2026 |
 VOR | $46.8M | 1.02% | 4.67% | Not reported | Q4 2025 |
 ALLO | $46.7M | 1.02% | 6.50% | +491.2% | Q1 2024 |
 TARS | $45.9M | 1.00% | 1.68% | Not reported | Q1 2022 |
 BCRX | $40.1M | 0.87% | 1.57% | Not reported | Q1 2026 |
 ALKS | $36.7M | 0.80% | 0.42% | Not reported | Q3 2024 |
 ACAD | $36.4M | 0.79% | 0.84% | Not reported | Q3 2022 |
 ZLAB | $36.1M | 0.79% | 0.17% | Not reported | Q1 2025 |
 MNKD | $28.1M | 0.61% | 2.13% | +11.9% | Q4 2025 |
 DSGN | $26.2M | 0.57% | 2.89% | Not reported | Q2 2024 |
 ACRS | $26.1M | 0.57% | 3.52% | Not reported | Q1 2022 |
 STTK | $26M | 0.57% | 3.72% | New | Q2 2026 |
 KLRA | $24.2M | 0.53% | 0.85% | New | Q2 2026 |
 GLUE | $24.2M | 0.53% | 1.17% | Not reported | Q1 2026 |
 LXEO | $22.5M | 0.49% | 6.14% | +9.0% | Q3 2024 |
 RLAY | $19M | 0.41% | 0.46% | New | Q2 2026 |
 EOLS | $18.3M | 0.40% | 3.99% | Not reported | Q2 2025 |
 IMCR | $15.4M | 0.34% | 0.94% | Not reported | Q2 2024 |
 VALN | $12M | 0.26% | 1.32% | Not reported | Q2 2025 |
| NAMSW | $10.7M | 0.23% | Not reported | Not reported | Q4 2022 |
 AUTL | $7.12M | 0.15% | 1.67% | Not reported | Q1 2022 |
 XLO | $4.05M | 0.09% | 6.42% | Not reported | Q4 2025 |
 IBIO | $3.42M | 0.07% | 3.51% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| MIRM | $709M | 18.25% | 12.60% | +13.0% | Q1 2022 |
| NAMS | $542M | 13.96% | 14.53% | Not reported | Q4 2022 |
| ERAS | $399M | 10.27% | 7.94% | +8.6% | Q2 2024 |
| BBIO | $256M | 6.59% | 1.76% | -2.8% | Q1 2023 |
| ARQT | $233M | 5.99% | 7.90% | Not reported | Q1 2022 |
| MBX | $199M | 5.11% | 13.98% | Not reported | Q3 2024 |
| PHAT | $139M | 3.56% | 15.69% | Not reported | Q1 2022 |
| MAZE | $136M | 3.51% | 9.18% | Not reported | Q1 2025 |
| KRYS | $124M | 3.20% | 1.64% | -1.5% | Q1 2022 |
| TRVI | $119M | 3.05% | 7.74% | -3.1% | Q2 2022 |
| PVLA | $110M | 2.83% | 6.16% | +22.2% | Q4 2024 |
| KALV | $99.9M | 2.57% | 9.68% | -1.6% | Q1 2022 |
| IRON | $86.6M | 2.23% | 3.55% | +7.5% | Q2 2023 |
| CYTK | $76.4M | 1.97% | 0.94% | +24.1% | Q2 2025 |
 RVMD | $65.7M | 1.69% | 0.34% | -15.3% | Q1 2023 |
| DYN | $57.2M | 1.47% | 1.91% | Not reported | Q4 2023 |
| SVRA | $53.1M | 1.37% | 4.74% | -1.4% | Q3 2023 |
| TARS | $51.1M | 1.32% | 1.69% | Not reported | Q1 2022 |
| VOR | $45.4M | 1.17% | 4.69% | Not reported | Q4 2025 |
 AGIO | $42.5M | 1.09% | 2.12% | -1.9% | Q3 2023 |
| BCRX | $38.2M | 0.98% | 1.58% | New | Q1 2026 |
| ZLAB | $35.8M | 0.92% | 0.17% | Not reported | Q1 2025 |
| AURA | $34.1M | 0.88% | 7.95% | Not reported | Q2 2025 |
| ACAD | $32M | 0.82% | 0.84% | +10.9% | Q3 2022 |
| ASND | $30.5M | 0.78% | 0.22% | Not reported | Q3 2024 |
| LXEO | $25.4M | 0.65% | 5.97% | Not reported | Q3 2024 |
| ALKS | $24.8M | 0.64% | 0.42% | Not reported | Q3 2024 |
| ACRS | $18.5M | 0.48% | 3.53% | Not reported | Q1 2022 |
| GLUE | $16.5M | 0.42% | 1.19% | New | Q1 2026 |
| IMCR | $14.6M | 0.38% | 0.95% | +26.0% | Q2 2024 |
| MNKD | $14.5M | 0.37% | 1.91% | +39.6% | Q4 2025 |
| VALN | $14.3M | 0.37% | 1.32% | Not reported | Q2 2025 |
| EOLS | $10.8M | 0.28% | 4.00% | Not reported | Q2 2025 |
| NAMSW | $10M | 0.26% | Not reported | Not reported | Q4 2022 |
| ALLO | $9.26M | 0.24% | 1.55% | -1.9% | Q1 2024 |
| AUTL | $6.14M | 0.16% | 1.67% | -3.8% | Q1 2022 |
| IBIO | $3.71M | 0.10% | 5.66% | Not reported | Q4 2025 |
| XLO | $3.55M | 0.09% | 7.31% | 0.0% | Q4 2025 |
| Q4 2025 | |||||
| NAMS | $594M | 15.96% | 14.81% | +1.5% | Q4 2022 |
| MIRM | $537M | 14.42% | 13.09% | Not reported | Q1 2022 |
| ARQT | $287M | 7.70% | 8.01% | Not reported | Q1 2022 |
| BBIO | $271M | 7.28% | 1.82% | -7.8% | Q1 2023 |
| MBX | $210M | 5.64% | 14.81% | Not reported | Q3 2024 |
| PHAT | $207M | 5.55% | 17.46% | Not reported | Q1 2022 |
| MAZE | $189M | 5.08% | 9.26% | Not reported | Q1 2025 |
| TRVI | $128M | 3.45% | 8.00% | Not reported | Q2 2022 |
| KRYS | $120M | 3.23% | 1.67% | -29.1% | Q1 2022 |
| IRON | $100M | 2.69% | 3.33% | -12.4% | Q2 2023 |
| ERAS | $84.6M | 2.27% | 8.00% | Not reported | Q2 2024 |
| KALV | $81.4M | 2.19% | 9.90% | Not reported | Q1 2022 |
| PVLA | $75.6M | 2.03% | 5.83% | Not reported | Q4 2024 |
| RNAM | $70.9M | 1.90% | 0.65% | +57.3% | Q4 2022 |
| RVMD | $63.5M | 1.71% | 0.40% | -20.1% | Q1 2023 |
| DYN | $61.7M | 1.66% | 1.91% | +16.0% | Q4 2023 |
| TARS | $59.7M | 1.60% | 1.71% | -37.6% | Q1 2022 |
| SVRA | $59.5M | 1.60% | 4.82% | -14.0% | Q3 2023 |
| CYTK | $59.4M | 1.60% | 0.76% | +5.0% | Q2 2025 |
 ABVX | $51M | 1.37% | 0.48% | Not reported | Q3 2025 |
| LXEO | $43.9M | 1.18% | 6.06% | Not reported | Q3 2024 |
| AGIO | $34.8M | 0.94% | 2.19% | Not reported | Q3 2023 |
| ACAD | $34.6M | 0.93% | 0.76% | +111.3% | Q3 2022 |
| ZLAB | $33.6M | 0.90% | 0.17% | +16.9% | Q1 2025 |
| RAPT | $33.3M | 0.89% | 3.55% | New | Q4 2025 |
| VOR | $33.3M | 0.89% | 6.57% | New | Q4 2025 |
| ASND | $28.4M | 0.76% | 0.22% | Not reported | Q3 2024 |
| AURA | $27.8M | 0.75% | 8.02% | Not reported | Q2 2025 |
| MNKD | $24M | 0.64% | 1.37% | New | Q4 2025 |
| VALN | $20.2M | 0.54% | 1.32% | Not reported | Q2 2025 |
| ALKS | $19.6M | 0.53% | 0.42% | Not reported | Q3 2024 |
| EOLS | $17.5M | 0.47% | 4.05% | Not reported | Q2 2025 |
| IMCR | $13.4M | 0.36% | 0.76% | Not reported | Q2 2024 |
| NAMSW | $11.5M | 0.31% | Not reported | Not reported | Q4 2022 |
 TVTX | $9.23M | 0.25% | 0.27% | -38.4% | Q2 2025 |
| AUTL | $9.2M | 0.25% | 1.74% | Not reported | Q1 2022 |
| ALLO | $5.3M | 0.14% | 1.69% | Not reported | Q1 2024 |
| DSGN | $4.89M | 0.13% | 0.86% | -73.3% | Q2 2024 |
| XLO | $3.79M | 0.10% | 130.56% | New | Q4 2025 |
| IBIO | $3.77M | 0.10% | 6.50% | New | Q4 2025 |
| Q3 2025 | |||||
| MIRM | $498M | 14.93% | 13.24% | Not reported | Q1 2022 |
| NAMS | $475M | 14.23% | 14.76% | +0.6% | Q4 2022 |
| VRNA | $361M | 10.82% | 0.49% | Not reported | Q3 2022 |
| BBIO | $200M | 5.98% | 2.00% | +1.2% | Q1 2023 |
| ARQT | $186M | 5.58% | 8.21% | Not reported | Q1 2022 |
| PHAT | $147M | 4.40% | 17.55% | Not reported | Q1 2022 |
| KRYS | $122M | 3.64% | 2.38% | Not reported | Q1 2022 |
| MAZE | $118M | 3.55% | 9.50% | 0.0% | Q1 2025 |
| MBX | $116M | 3.49% | 14.88% | +11.1% | Q3 2024 |
| IRON | $95.1M | 2.85% | 4.11% | -13.1% | Q2 2023 |
| TRVI | $93.9M | 2.81% | 8.00% | Not reported | Q2 2022 |
| TARS | $69.4M | 2.08% | 2.75% | -16.5% | Q1 2022 |
| KALV | $61.4M | 1.84% | 9.97% | +3.1% | Q1 2022 |
| ZLAB | $55.1M | 1.65% | 0.15% | +24.4% | Q1 2025 |
| AGIO | $51.4M | 1.54% | 2.20% | Not reported | Q3 2023 |
| ERAS | $49.6M | 1.48% | 8.01% | Not reported | Q2 2024 |
| CYTK | $48.9M | 1.47% | 0.74% | +60.5% | Q2 2025 |
| RVMD | $46.6M | 1.40% | 0.53% | Not reported | Q1 2023 |
| PVLA | $45.3M | 1.36% | 6.52% | Not reported | Q4 2024 |
| SVRA | $40.9M | 1.23% | 6.63% | Not reported | Q3 2023 |
| DYN | $34.4M | 1.03% | 1.91% | +80.5% | Q4 2023 |
| ABVX | $32.1M | 0.96% | 0.60% | New | Q3 2025 |
| AURA | $31.5M | 0.94% | 8.10% | Not reported | Q2 2025 |
 RARE | $29.6M | 0.89% | 1.02% | Not reported | Q2 2024 |
| LXEO | $29.4M | 0.88% | 8.05% | Not reported | Q3 2024 |
| VALN | $28M | 0.84% | 1.41% | +57.1% | Q2 2025 |
| RNAM | $27.2M | 0.82% | 0.43% | Not reported | Q4 2022 |
| ASND | $26.5M | 0.79% | 0.22% | Not reported | Q3 2024 |
| ALKS | $21M | 0.63% | 0.42% | -30.0% | Q3 2024 |
 MREO | $19.4M | 0.58% | 1.19% | Not reported | Q2 2024 |
| AKRO | $17.4M | 0.52% | 0.46% | Not reported | Q2 2025 |
 PCVX | $17.1M | 0.51% | 0.36% | Not reported | Q1 2022 |
| EOLS | $16.2M | 0.48% | 4.06% | +8.0% | Q2 2025 |
| DSGN | $14.7M | 0.44% | 3.43% | Not reported | Q2 2024 |
| IMCR | $14M | 0.42% | 0.76% | Not reported | Q2 2024 |
| ACAD | $13.1M | 0.39% | 0.36% | Not reported | Q3 2022 |
 JBIO | $12.2M | 0.37% | 4.33% | -20.3% | Q2 2025 |
 ASMB | $11.7M | 0.35% | 2.88% | New | Q3 2025 |
| ADVM | $9.41M | 0.28% | 9.90% | +94.3% | Q1 2024 |
| TVTX | $9.37M | 0.28% | 0.44% | -60.9% | Q2 2025 |
| NAMSW | $8.56M | 0.26% | Not reported | Not reported | Q4 2022 |
 ENGN | $7.9M | 0.24% | 2.26% | New | Q3 2025 |
| AUTL | $7.54M | 0.23% | 1.74% | Not reported | Q1 2022 |
 MGNX | $5.34M | 0.16% | 5.02% | Not reported | Q3 2022 |
 SLN | $5.03M | 0.15% | 0.68% | Not reported | Q1 2022 |
| ALLO | $4.8M | 0.14% | 1.73% | Not reported | Q1 2024 |
 CBIO | $3.25M | 0.10% | 1.96% | -39.8% | Q2 2025 |