Investor
Frazier Life Sciences Management, L.P.
CIK 0001892134 · filed 2026-05-15 · SEC filing
13F book
$3.89B
Positions
38
4 new · 6 sold
Largest name
18.3%
Mirum Pharmaceuticals, Inc. · MIRM
Est. mark
$121.7M
Price effect on 34 names still held. Flow $41.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Mirum Pharmaceuticals, Inc. | MIRM | 7.68M | $709.4M | 18.3% | $91M | Added$172.7M |
| Newamsterdam Pharma Company | — | 16.9M | $542.4M | 14.0% | −$52M | Held |
| Erasca, Inc. | ERAS | 24.7M | $399.2M | 10.3% | $283.2M | Added$314.7M |
| BridgeBio Pharma, Inc. | BBIO | 3.45M | $256.1M | 6.6% | −$7.69M | Cut−$15.1M |
| Arcutis Biotherapeutics, Inc. | ARQT | 9.87M | $232.6M | 6.0% | −$54.1M | Held |
| MBX Biosciences, Inc. | MBX | 6.65M | $198.6M | 5.1% | −$11.2M | Held |
| Phathom Pharmaceuticals, Inc. | PHAT | 12.5M | $138.5M | 3.6% | −$68.3M | Held |
| Maze Therapeutics, Inc. | MAZE | 4.57M | $136.3M | 3.5% | −$52.9M | Held |
| Krystal Biotech, Inc. | KRYS | 481.3K | $124.3M | 3.2% | $5.67M | Cut$3.91M |
| Trevi Therapeutics, Inc. | TRVI | 9.94M | $118.6M | 3.1% | −$5.86M | Cut−$9.87M |
| Palvella Therapeutics Inc Ne | — | 882.4K | $110M | 2.8% | $14.4M | Added$34.4M |
| Kalvista Pharmaceuticals Inc | — | 4.96M | $99.9M | 2.6% | $19.7M | Cut$18.5M |
| Disc Medicine, Inc. | IRON | 1.35M | $86.6M | 2.2% | −$19.5M | Added−$13.4M |
| Cytokinetics Inc | CYTK | 1.16M | $76.4M | 2.0% | $2.22M | Added$17.1M |
| Revolution Medicines Inc | — | 675.7K | $65.7M | 1.7% | $11.9M | Cut$2.19M |
| Dyne Therapeutics, Inc. | DYN | 3.15M | $57.2M | 1.5% | −$4.51M | Held |
| Savara Inc | SVRA | 9.72M | $53.1M | 1.4% | −$5.54M | Cut−$6.39M |
| Tarsus Pharmaceuticals, Inc. | TARS | 728.6K | $51.1M | 1.3% | −$8.55M | Held |
| Vor Biopharma Inc. | VOR | 2.54M | $45.4M | 1.2% | $12.1M | Held |
| Agios Pharmaceuticals, Inc. | AGIO | 1.26M | $42.5M | 1.1% | $8.3M | Cut$7.66M |
| Biocryst Pharmaceuticals Inc | BCRX | 4.01M | $38.2M | 1.0% | — | New |
| Zai Lab Ltd | ZLAB | 1.9M | $35.8M | 0.9% | $2.23M | Held |
| Aura Biosciences, Inc. | AURA | 5.1M | $34.1M | 0.9% | $6.32M | Held |
| Acadia Pharmaceuticals Inc | ACAD | 1.44M | $32M | 0.8% | −$5.77M | Added−$2.63M |
| Ascendis Pharma A/S | ASND | 133.3K | $30.5M | 0.8% | $2.07M | Held |
| Lexeo Therapeutics, Inc. | LXEO | 4.42M | $25.4M | 0.7% | −$18.5M | Held |
| Alkermes plc. | ALKS | 700.6K | $24.8M | 0.6% | $5.17M | Held |
| Aclaris Therapeutics, Inc. | ACRS | 4.93M | $18.5M | 0.5% | — | New |
| Monte Rosa Therapeutics, Inc. | GLUE | 1M | $16.4M | 0.4% | — | New |
| Immunocore Hldgs Plc | — | 484.8K | $14.6M | 0.4% | −$1.75M | Added$1.26M |
| Mannkind Corp | MNKD | 5.9M | $14.5M | 0.4% | −$13.6M | Added−$9.5M |
| Valneva Se | VALN | 2.29M | $14.3M | 0.4% | −$5.89M | Held |
| Evolus, Inc. | EOLS | 2.63M | $10.8M | 0.3% | −$6.68M | Held |
| Newamsterdam Pharma Company | — | 500.3K | $10M | 0.3% | −$1.48M | Held |
| Allogene Therapeutics, Inc. | ALLO | 3.8M | $9.26M | 0.2% | $4.06M | Cut$3.96M |
| Autolus Therapeutics Plc | AUTL | 4.45M | $6.14M | 0.2% | −$2.71M | Cut−$3.06M |
| iBio, Inc. | IBIO | 1.95M | $3.71M | 0.1% | −$58.6K | Held |
| Xilio Therapeutics, Inc. | XLO | 422.5K | $3.55M | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.