Frazier Life Sciences Management, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Frazier Life Sciences Management, L.P. disclosed 49 US equity positions worth $2.5bn in its Q2 2025 13F filing. The largest position was MIRM at 13.8% of the reported book, followed by VRNA and NEWAMSTERDAM PHARMA COMPANY. Against the Q1 2025 filing, it opened 8 new positions, added to 16 and reduced 5 among the top 49 holdings.
What did Frazier Life Sciences Management, L.P. own in Q2 2025? Top 49 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 13.8% | $345.8m | 6,795,121 | 0% | held |
| 2 | VRNA VERONA PHARMA PLC | 12.8% | $320.1m | 3,383,950 | -2% | reduced | |
| 3 | NEWAMSTERDAM PHARMA COMPANY | 12.0% | $300.8m | 16,607,074 | 3% | added | |
| 4 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 6.6% | $164.1m | 3,800,457 | 0% | held |
| 5 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 5.5% | $138.4m | 9,874,511 | 12% | added |
| 6 | PHAT PHATHOM PHARMACEUTICALS INC | 4.8% | $119.6m | 12,466,489 | 23% | added | |
| 7 | KRYS KRYSTAL BIOTECH INC | Healthcare | 3.8% | $94.6m | 688,460 | 0% | held |
| 8 | IRON DISC MEDICINE INC | Healthcare | 3.5% | $87.6m | 1,654,834 | -6% | reduced |
| 9 | MBX MBX BIOSCIENCES INC | Healthcare | 2.7% | $68.3m | 5,985,347 | 0% | held |
| 10 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 2.3% | $56.6m | 1,397,527 | 0% | held |
| 11 | TRVI TREVI THERAPEUTICS INC | Healthcare | 2.2% | $56.1m | 10,259,409 | 0% | held |
| 12 | MAZE MAZE THERAPEUTICS INC | 2.2% | $56.0m | 4,567,275 | 11% | added | |
| 13 | 4XC1 KALVISTA PHARMACEUTICALS INC | 2.2% | $55.3m | 4,887,867 | 0% | held | |
| 14 | ZLAB ZAI LAB LTD | Healthcare | 1.8% | $45.7m | 1,308,138 | 274% | added |
| 15 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 1.7% | $42.6m | 1,279,754 | 20% | added |
| 16 | RVMD REVOLUTION MEDICINES INC | Healthcare | 1.5% | $36.7m | 997,455 | 0% | held |
| 17 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 1.4% | $35.8m | 983,715 | 49% | added |
| 18 | AURA AURA BIOSCIENCES INC | 1.3% | $31.9m | 5,100,000 | – | new | |
| 19 | ERAS ERASCA INC | Healthcare | 1.2% | $28.9m | 22,729,436 | 1% | added |
| 20 | ALKS ALKERMES PLC | Healthcare | 1.1% | $28.6m | 1,000,647 | 66% | added |
| 21 | SVRA SAVARA INC | Healthcare | 1.0% | $26.1m | 11,462,301 | 0% | held |
| 22 | MREO MEREO BIOPHARMA GROUP PLC | Healthcare | 1.0% | $25.6m | 9,440,112 | 21% | added |
| 23 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.9% | $23.0m | 133,333 | 0% | held |
| 24 | EOLS EVOLUS INC | Healthcare | 0.9% | $22.4m | 2,435,550 | – | new |
| 25 | HILLEVAX INC | 0.8% | $21.1m | 10,617,062 | 0% | held | |
| 26 | CGON CG ONCOLOGY INC | Healthcare | 0.8% | $20.0m | 770,000 | 0% | held |
| 27 | AKERO THERAPEUTICS INC | 0.8% | $19.6m | 366,784 | – | new | |
| 28 | CYTK CYTOKINETICS INC | Healthcare | 0.7% | $18.3m | 554,731 | – | new |
| 29 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.7% | $17.8m | 4,424,725 | 363% | added |
| 30 | RNAGBP AVIDITY BIOSCIENCES INC | 0.7% | $17.8m | 625,000 | 19% | added | |
| 31 | JBIO JADE BIOSCIENCES INC | 0.7% | $17.7m | 1,772,116 | – | new | |
| 32 | PVLA PALVELLA THERAPEUTICS INC NE | 0.7% | $16.3m | 722,400 | 5% | added | |
| 33 | PCVX VAXCYTE INC | Healthcare | 0.6% | $15.4m | 474,405 | -12% | reduced |
| 34 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 0.6% | $14.8m | 1,002,092 | – | new |
| 35 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.6% | $14.3m | 1,505,984 | 4% | added |
| 36 | COGT COGENT BIOSCIENCES INC | Healthcare | 0.5% | $12.5m | 1,734,601 | 85% | added |
| 37 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.5% | $12.1m | 384,782 | 28% | added |
| 38 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.4% | $10.8m | 1,065,334 | -24% | reduced |
| 39 | AUTL AUTOLUS THERAPEUTICS PLC | Healthcare | 0.4% | $10.5m | 4,623,324 | 0% | held |
| 40 | VALNEVA SE | 0.3% | $8.2m | 1,458,333 | – | new | |
| 41 | CBIO CRESCENT BIOPHARMA INC. | 0.3% | $7.3m | 453,685 | – | new | |
| 42 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.3% | $6.6m | 1,953,547 | 0% | held |
| 43 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.3% | $6.5m | 583,327 | 0% | held |
| 44 | SLN SILENCE THERAPEUTICS PLC | 0.2% | $5.6m | 970,130 | -16% | reduced | |
| 45 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 0.2% | $4.4m | 3,868,750 | 0% | held |
| 46 | NEWAMSTERDAM PHARMA COMPANY | 0.2% | $4.0m | 500,333 | 0% | held | |
| 47 | MGNX MACROGENICS INC | Healthcare | 0.2% | $3.8m | 3,175,665 | 0% | held |
| 48 | AVU0 ADVERUM BIOTECHNOLOGIES INC | 0.1% | $2.3m | 1,069,244 | 0% | held | |
| 49 | ELEVATION ONCOLOGY INC | 0.1% | $2.2m | 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.