Frazier Life Sciences Management, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Frazier Life Sciences Management, L.P. disclosed 38 US equity positions worth $3.9bn in its Q1 2026 13F filing. The largest position was MIRM at 18.3% of the reported book, followed by NEWAMSTERDAM PHARMA COMPANY and ERAS.
What did Frazier Life Sciences Management, L.P. own in Q1 2026? Top 38 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 18.3% | $709.4m | 7,679,684 | – | |
| 2 | NEWAMSTERDAM PHARMA COMPANY | 14.0% | $542.4m | 16,943,774 | – | ||
| 3 | ERAS ERASCA INC | Healthcare | 10.3% | $399.2m | 24,675,188 | – | |
| 4 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 6.6% | $256.1m | 3,448,139 | – | |
| 5 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 6.0% | $232.6m | 9,874,511 | – | |
| 6 | MBX MBX BIOSCIENCES INC | Healthcare | 5.1% | $198.6m | 6,652,013 | – | |
| 7 | PHAT PHATHOM PHARMACEUTICALS INC | Healthcare | 3.6% | $138.5m | 12,466,489 | – | |
| 8 | MAZE MAZE THERAPEUTICS INC | Healthcare | 3.5% | $136.3m | 4,567,274 | – | |
| 9 | KRYS KRYSTAL BIOTECH INC | Healthcare | 3.2% | $124.3m | 481,307 | – | |
| 10 | TRVI TREVI THERAPEUTICS INC | Healthcare | 3.1% | $118.6m | 9,939,547 | – | |
| 11 | PVLA PALVELLA THERAPEUTICS INC NE | Healthcare | 2.8% | $110.0m | 882,400 | – | |
| 12 | 4XC1 KALVISTA PHARMACEUTICALS INC | 2.6% | $99.9m | 4,961,108 | – | ||
| 13 | IRON DISC MEDICINE INC | Healthcare | 2.2% | $86.6m | 1,354,852 | – | |
| 14 | CYTK CYTOKINETICS INC | Healthcare | 2.0% | $76.4m | 1,159,879 | – | |
| 15 | RVMD REVOLUTION MEDICINES INC | Healthcare | 1.7% | $65.7m | 675,686 | – | |
| 16 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.5% | $57.2m | 3,153,082 | – | |
| 17 | SVRA SAVARA INC | Healthcare | 1.4% | $53.1m | 9,720,852 | – | |
| 18 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 1.3% | $51.1m | 728,644 | – | |
| 19 | VOR VOR BIOPHARMA INC | Healthcare | 1.2% | $45.4m | 2,543,939 | – | |
| 20 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 1.1% | $42.5m | 1,256,080 | – | |
| 21 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.0% | $38.2m | 4,009,240 | – | |
| 22 | ZLAB ZAI LAB LTD | Healthcare | 0.9% | $35.8m | 1,902,320 | – | |
| 23 | AURA AURA BIOSCIENCES INC | 0.9% | $34.1m | 5,100,000 | – | ||
| 24 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 0.8% | $32.0m | 1,438,198 | – | |
| 25 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.8% | $30.5m | 133,333 | – | |
| 26 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.7% | $25.4m | 4,424,725 | – | |
| 27 | ALKS ALKERMES PLC | Healthcare | 0.6% | $24.8m | 700,647 | – | |
| 28 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 0.5% | $18.5m | 4,925,374 | – | |
| 29 | GLUE MONTE ROSA THERAPEUTICS INC | Healthcare | 0.4% | $16.4m | 1,000,000 | – | |
| 30 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.4% | $14.6m | 484,782 | – | |
| 31 | MNKD MANNKIND CORP | Healthcare | 0.4% | $14.5m | 5,900,000 | – | |
| 32 | VALNEVA SE | 0.4% | $14.3m | 2,291,666 | – | ||
| 33 | EOLS EVOLUS INC | Healthcare | 0.3% | $10.8m | 2,630,665 | – | |
| 34 | NEWAMSTERDAM PHARMA COMPANY | 0.3% | $10.0m | 500,333 | – | ||
| 35 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 0.2% | $9.3m | 3,796,668 | – | |
| 36 | AUTL AUTOLUS THERAPEUTICS LTD | Healthcare | 0.2% | $6.1m | 4,447,910 | – | |
| 37 | IBIO IBIO INC | 0.1% | $3.7m | 1,953,467 | – | ||
| 38 | XLO XILIO THERAPEUTICS INC | 0.1% | $3.6m | 422,505 | – |
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.