Frazier Life Sciences Management, L.P. Portfolio Stock Holdings
Frazier Life Sciences Management, L.P. disclosed 38 stock positions valued at approximately $3.9 billion in its latest SEC 13F filing. The largest holdings include MIRUM PHARMACEUTICALS INC, NEWAMSTERDAM PHARMA COMPANY, and ERASCA INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 38
- Portfolio Value
- $3.9B
Holdings by Sector
Frazier Life Sciences Management, L.P. Portfolio Holdings in Q1 2026
31 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 18.25% | 7,679,684 | +884,563 | +13.02% | $709,449,208 |
| NEWAMSTERDAM PHARMA COMPANY | NAMSW | Other | 13.96% | 16,943,774 | - | - | $542,370,206 |
| ERASCA INC | ERAS | Healthcare | 10.27% | 24,675,188 | +1,945,752 | +8.56% | $399,244,542 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 6.59% | 3,448,139 | -97,418 | -2.75% | $256,058,802 |
| ARCUTIS BIOTHERAPEUTICS INC | ARQT | Healthcare | 5.99% | 9,874,511 | - | - | $232,643,479 |
| PHATHOM PHARMACEUTICALS INC | PHAT | Healthcare | 3.56% | 12,466,489 | - | - | $138,502,693 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 3.20% | 481,307 | -7,153 | -1.46% | $124,331,224 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 3.05% | 9,939,547 | -319,862 | -3.12% | $118,578,796 |
| KALVISTA PHARMACEUTICALS INC | KALV | Healthcare | 2.57% | 4,961,108 | -78,759 | -1.56% | $99,867,104 |
| DISC MEDICINE INC | IRON | Healthcare | 2.23% | 1,354,852 | +94,852 | +7.53% | $86,629,237 |
| CYTOKINETICS INC | CYTK | Healthcare | 1.97% | 1,159,879 | +225,237 | +24.10% | $76,447,625 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 1.69% | 675,686 | -121,769 | -15.27% | $65,710,464 |
| DYNE THERAPEUTICS INC | DYN | Healthcare | 1.47% | 3,153,082 | - | - | $57,165,377 |
| SAVARA INC | SVRA | Healthcare | 1.37% | 9,720,852 | -141,449 | -1.43% | $53,075,852 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 1.32% | 728,644 | - | - | $51,114,377 |
| AGIOS PHARMACEUTICALS INC | AGIO | Healthcare | 1.09% | 1,256,080 | -23,674 | -1.85% | $42,493,186 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 0.98% | 4,009,240 | +4,009,240 | +100.00% | $38,167,965 |
| ZAI LAB LTD | ZLAB | Healthcare | 0.92% | 1,902,320 | - | - | $35,782,639 |
| AURA BIOSCIENCES INC | AURA | Healthcare | 0.88% | 5,100,000 | - | - | $34,119,000 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 0.82% | 1,438,198 | +141,000 | +10.87% | $32,014,287 |
| ASCENDIS PHARMA A/S | ASND | Healthcare | 0.78% | 133,333 | - | - | $30,497,257 |
| LEXEO THERAPEUTICS INC | LXEO | Healthcare | 0.65% | 4,424,725 | - | - | $25,397,922 |
| ALKERMES PLC | G01767105 | Other | 0.64% | 700,647 | - | - | $24,774,878 |
| ACLARIS THERAPEUTICS INC | ACRS | Healthcare | 0.48% | 4,925,374 | +4,925,374 | +100.00% | $18,470,153 |
| MONTE ROSA THERAPEUTICS INC | GLUE | Healthcare | 0.42% | 1,000,000 | +1,000,000 | +100.00% | $16,450,000 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 0.38% | 484,782 | +100,000 | +25.99% | $14,616,177 |
| MANNKIND CORP | MNKD | Healthcare | 0.37% | 5,900,000 | +1,675,000 | +39.64% | $14,455,000 |
| EVOLUS INC | EOLS | Healthcare | 0.28% | 2,630,665 | - | - | $10,812,033 |
| ALLOGENE THERAPEUTICS INC | ALLO | Healthcare | 0.24% | 3,796,668 | -72,082 | -1.86% | $9,263,870 |
| AUTOLUS THERAPEUTICS LTD | AUTL | Healthcare | 0.16% | 4,447,910 | -175,414 | -3.79% | $6,138,116 |
| IBIO INC | IBIO | Healthcare | 0.10% | 1,953,467 | - | - | $3,711,587 |