Frazier Life Sciences Management, L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Frazier Life Sciences Management, L.P. disclosed 47 US equity positions worth $2.2bn in its Q1 2025 13F filing. The largest position was NEWAMSTERDAM PHARMA COMPANY at 15.1% of the reported book, followed by MIRM and VRNA. Against the Q4 2024 filing, it opened 4 new positions, added to 9 and reduced 8 among the top 47 holdings.
What did Frazier Life Sciences Management, L.P. own in Q1 2025? Top 47 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NEWAMSTERDAM PHARMA COMPANY | 15.1% | $329.9m | 16,116,418 | 1% | added | |
| 2 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 14.0% | $306.1m | 6,795,121 | 3% | added |
| 3 | VRNA VERONA PHARMA PLC | 10.0% | $219.5m | 3,457,850 | 2% | added | |
| 4 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 6.3% | $137.4m | 8,785,284 | 0% | held |
| 5 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 6.0% | $131.4m | 3,800,457 | 0% | held |
| 6 | KRYS KRYSTAL BIOTECH INC | Healthcare | 5.7% | $124.1m | 688,460 | -13% | reduced |
| 7 | IRON DISC MEDICINE INC | Healthcare | 4.0% | $87.1m | 1,754,834 | 0% | held |
| 8 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 3.3% | $71.8m | 1,397,527 | -12% | reduced |
| 9 | TRVI TREVI THERAPEUTICS INC | Healthcare | 2.9% | $64.5m | 10,259,409 | -4% | reduced |
| 10 | PHAT PHATHOM PHARMACEUTICALS INC | 2.9% | $63.4m | 10,109,279 | 0% | held | |
| 11 | 4XC1 KALVISTA PHARMACEUTICALS INC | 2.6% | $56.4m | 4,887,867 | 0% | held | |
| 12 | MAZE MAZE THERAPEUTICS INC | 2.1% | $45.5m | 4,129,001 | – | new | |
| 13 | MBX MBX BIOSCIENCES INC | Healthcare | 2.0% | $44.2m | 5,985,347 | 0% | held |
| 14 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 1.6% | $36.0m | 678,760 | -64% | reduced |
| 15 | SLNOEUR SOLENO THERAPEUTICS INC | 1.6% | $35.7m | 499,159 | -29% | reduced | |
| 16 | RVMD REVOLUTION MEDICINES INC | Healthcare | 1.6% | $35.3m | 997,455 | 0% | held |
| 17 | SVRA SAVARA INC | Healthcare | 1.5% | $31.8m | 11,462,301 | 32% | added |
| 18 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 1.4% | $31.3m | 1,069,854 | 0% | held |
| 19 | ERAS ERASCA INC | Healthcare | 1.4% | $30.9m | 22,575,851 | 16% | added |
| 20 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 1.1% | $23.9m | 658,715 | 0% | held |
| 21 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.9% | $20.8m | 133,333 | 0% | held |
| 22 | PCVX VAXCYTE INC | Healthcare | 0.9% | $20.4m | 539,405 | 0% | held |
| 23 | ALKS ALKERMES PLC | Healthcare | 0.9% | $19.8m | 601,129 | 0% | held |
| 24 | PVLA PALVELLA THERAPEUTICS INC NE | 0.9% | $19.3m | 690,012 | 6% | added | |
| 25 | CGON CG ONCOLOGY INC | Healthcare | 0.9% | $18.9m | 770,000 | 0% | held |
| 26 | MREO MEREO BIOPHARMA GROUP PLC | Healthcare | 0.8% | $17.6m | 7,819,863 | 53% | added |
| 27 | MERUS N V | 0.7% | $15.7m | 373,100 | 0% | held | |
| 28 | RNAGBP AVIDITY BIOSCIENCES INC | 0.7% | $15.5m | 525,000 | – | new | |
| 29 | HILLEVAX INC | 0.7% | $15.4m | 10,617,062 | 0% | held | |
| 30 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.7% | $15.1m | 1,443,341 | – | new |
| 31 | ZLAB ZAI LAB LTD | Healthcare | 0.6% | $12.6m | 350,000 | – | new |
| 32 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.4% | $8.9m | 301,170 | 177% | added |
| 33 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.4% | $7.9m | 1,410,193 | -64% | reduced |
| 34 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 0.4% | $7.8m | 470,338 | 0% | held |
| 35 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.3% | $7.5m | 1,953,547 | 0% | held |
| 36 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 0.3% | $7.2m | 1,079,025 | -27% | reduced |
| 37 | AUTL AUTOLUS THERAPEUTICS PLC | Healthcare | 0.3% | $7.2m | 4,623,324 | 0% | held |
| 38 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.3% | $6.0m | 583,327 | 0% | held |
| 39 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 0.3% | $5.6m | 3,868,750 | 35% | added |
| 40 | IMTX IMMATICS N.V | Healthcare | 0.3% | $5.6m | 1,247,911 | -42% | reduced |
| 41 | COGT COGENT BIOSCIENCES INC | Healthcare | 0.3% | $5.6m | 936,576 | 0% | held |
| 42 | AVU0 ADVERUM BIOTECHNOLOGIES INC | 0.2% | $4.7m | 1,069,244 | 0% | held | |
| 43 | NEWAMSTERDAM PHARMA COMPANY | 0.2% | $4.5m | 500,333 | 0% | held | |
| 44 | MGNX MACROGENICS INC | Healthcare | 0.2% | $4.0m | 3,175,665 | 0% | held |
| 45 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.2% | $3.3m | 955,515 | 0% | held |
| 46 | SLN SILENCE THERAPEUTICS PLC | 0.1% | $3.2m | 1,148,591 | 0% | held | |
| 47 | ELEVATION ONCOLOGY INC | 0.1% | $1.6m | 5,993,579 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.