Frazier Life Sciences Management, L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Frazier Life Sciences Management, L.P. disclosed 40 stock positions valued at approximately $4.59B as of quarter-end June 30, 2026. The largest holdings include MIRUM PHARMACEUTICALS INC, NEWAMSTERDAM PHARMA COMPANY, and ERASCA INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 40
- Portfolio Value
- $4.59B
Holdings by Sector
Frazier Life Sciences Management, L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 19.58% | 7,679,684 | - | - | $899,060,606 |
| NEWAMSTERDAM PHARMA COMPANY | NAMSW | Other | 13.35% | 18,088,902 | +1,145,128 | +6.76% | $613,032,889 |
| ERASCA INC | ERAS | Healthcare | 9.96% | 24,975,188 | +300,000 | +1.22% | $457,545,444 |
| MBX BIOSCIENCES INC | MBX | Healthcare | 8.00% | 6,652,013 | - | - | $367,191,118 |
| ARCUTIS BIOTHERAPEUTICS INC | ARQT | Healthcare | 5.64% | 9,874,511 | - | - | $258,909,678 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 4.04% | 9,939,447 | -100 | -0.00% | $185,370,687 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 3.90% | 481,307 | - | - | $178,887,373 |
| MAZE THERAPEUTICS INC | MAZE | Healthcare | 3.27% | 5,032,915 | +465,641 | +10.20% | $150,182,184 |
| PHATHOM PHARMACEUTICALS INC | PHAT | Healthcare | 2.95% | 12,466,489 | - | - | $135,261,406 |
| PALVELLA THERAPEUTICS INC NE | PVLA | Healthcare | 2.94% | 882,400 | - | - | $134,848,368 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 2.51% | 1,548,139 | -1,900,000 | -55.10% | $115,305,393 |
| DISC MEDICINE INC | IRON | Healthcare | 2.16% | 1,354,852 | - | - | $99,093,875 |
| CYTOKINETICS INC | CYTK | Healthcare | 2.15% | 1,159,879 | - | - | $98,810,092 |
| DYNE THERAPEUTICS INC | DYN | Healthcare | 1.53% | 3,153,082 | - | - | $70,029,951 |
| ASCENDIS PHARMA A/S | ASND | Healthcare | 1.31% | 225,155 | +91,822 | +68.87% | $60,053,342 |
| SAVARA INC | SVRA | Healthcare | 1.30% | 9,720,852 | - | - | $59,880,448 |
| PARABILIS MEDICINES INC | PBLS | Healthcare | 1.14% | 1,920,805 | +1,920,805 | +100.00% | $52,572,433 |
| AURA BIOSCIENCES INC | AURA | Healthcare | 1.10% | 7,100,000 | +2,000,000 | +39.22% | $50,410,000 |
| ACHIEVE LIFE SCIENCE INC | ACHV | Healthcare | 1.08% | 7,614,836 | +7,614,836 | +100.00% | $49,724,879 |
| VOR BIOPHARMA INC | VOR | Healthcare | 1.02% | 2,543,939 | - | - | $46,833,917 |
| ALLOGENE THERAPEUTICS INC | ALLO | Healthcare | 1.02% | 22,446,668 | +18,650,000 | +491.22% | $46,689,069 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 1.00% | 728,644 | - | - | $45,860,853 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 0.87% | 4,009,240 | - | - | $40,092,400 |
| ALKERMES PLC | ALKS | Healthcare | 0.80% | 700,647 | - | - | $36,710,400 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 0.79% | 1,438,198 | - | - | $36,386,409 |
| ZAI LAB LTD | ZLAB | Healthcare | 0.79% | 1,902,320 | - | - | $36,144,080 |
| MANNKIND CORP | MNKD | Healthcare | 0.61% | 6,600,000 | +700,000 | +11.86% | $28,116,000 |
| DESIGN THERAPEUTICS INC | DSGN | Healthcare | 0.57% | 1,809,854 | +1,288,854 | +247.38% | $26,188,587 |
| ACLARIS THERAPEUTICS INC | ACRS | Healthcare | 0.57% | 4,925,374 | - | - | $26,055,228 |
| SHATTUCK LABS INC | STTK | Healthcare | 0.57% | 3,750,000 | +3,750,000 | +100.00% | $26,025,000 |
Showing 30 of 40 holdings in the latest reporting period.