Frazier Life Sciences Management, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Frazier Life Sciences Management, L.P. disclosed 41 US equity positions worth $4.6bn in its Q2 2026 13F filing. The largest position was MIRM at 19.6% of the reported book, followed by NEWAMSTERDAM PHARMA COMPANY and ERAS. Against the Q1 2026 filing, it opened 6 new positions, added to 8 and reduced 1 among the top 41 holdings.
What did Frazier Life Sciences Management, L.P. own in Q2 2026? Top 41 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 19.6% | $899.1m | 7,679,684 | 0% | held |
| 2 | NEWAMSTERDAM PHARMA COMPANY | 13.3% | $613.0m | 18,088,902 | 7% | added | |
| 3 | ERAS ERASCA INC | Healthcare | 10.0% | $457.5m | 24,975,188 | 1% | added |
| 4 | MBX MBX BIOSCIENCES INC | Healthcare | 8.0% | $367.2m | 6,652,013 | 0% | held |
| 5 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 5.6% | $258.9m | 9,874,511 | 0% | held |
| 6 | TRVI TREVI THERAPEUTICS INC | Healthcare | 4.0% | $185.4m | 9,939,447 | -0% | held |
| 7 | KRYS KRYSTAL BIOTECH INC | Healthcare | 3.9% | $178.9m | 481,307 | 0% | held |
| 8 | MAZE MAZE THERAPEUTICS INC | Healthcare | 3.3% | $150.2m | 5,032,915 | 10% | added |
| 9 | PHAT PHATHOM PHARMACEUTICALS INC | Healthcare | 2.9% | $135.3m | 12,466,489 | 0% | held |
| 10 | PVLA PALVELLA THERAPEUTICS INC NE | Healthcare | 2.9% | $134.8m | 882,400 | 0% | held |
| 11 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 2.5% | $115.3m | 1,548,139 | -55% | reduced |
| 12 | IRON DISC MEDICINE INC | Healthcare | 2.2% | $99.1m | 1,354,852 | 0% | held |
| 13 | CYTK CYTOKINETICS INC | Healthcare | 2.2% | $98.8m | 1,159,879 | 0% | held |
| 14 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.5% | $70.0m | 3,153,082 | 0% | held |
| 15 | ASND ASCENDIS PHARMA A/S | Healthcare | 1.3% | $60.1m | 225,155 | 69% | added |
| 16 | SVRA SAVARA INC | Healthcare | 1.3% | $59.9m | 9,720,852 | 0% | held |
| 17 | PARABILIS MEDICINES INC | 1.1% | $52.6m | 1,920,805 | – | new | |
| 18 | AURA AURA BIOSCIENCES INC | 1.1% | $50.4m | 7,100,000 | 39% | added | |
| 19 | ACHV ACHIEVE LIFE SCIENCE INC | 1.1% | $49.7m | 7,614,836 | – | new | |
| 20 | VOR VOR BIOPHARMA INC | Healthcare | 1.0% | $46.8m | 2,543,939 | 0% | held |
| 21 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 1.0% | $46.7m | 22,446,668 | 491% | added |
| 22 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 1.0% | $45.9m | 728,644 | 0% | held |
| 23 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 0.9% | $40.1m | 4,009,240 | 0% | held |
| 24 | ALKS ALKERMES PLC | Healthcare | 0.8% | $36.7m | 700,647 | 0% | held |
| 25 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 0.8% | $36.4m | 1,438,198 | 0% | held |
| 26 | ZLAB ZAI LAB LTD | Healthcare | 0.8% | $36.1m | 1,902,320 | 0% | held |
| 27 | MNKD MANNKIND CORP | Healthcare | 0.6% | $28.1m | 6,600,000 | 12% | added |
| 28 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.6% | $26.2m | 1,809,854 | – | new |
| 29 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 0.6% | $26.1m | 4,925,374 | 0% | held |
| 30 | STTK SHATTUCK LABS INC | Healthcare | 0.6% | $26.0m | 3,750,000 | – | new |
| 31 | KAILERA THERAPEUTICS INC | 0.5% | $24.2m | 1,100,000 | – | new | |
| 32 | GLUE MONTE ROSA THERAPEUTICS INC | Healthcare | 0.5% | $24.2m | 1,000,000 | 0% | held |
| 33 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.5% | $22.5m | 4,824,725 | 9% | added |
| 34 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.4% | $19.0m | 1,015,693 | – | new |
| 35 | EOLS EVOLUS INC | Healthcare | 0.4% | $18.3m | 2,630,665 | 0% | held |
| 36 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.3% | $15.4m | 484,782 | 0% | held |
| 37 | VALNEVA SE | 0.3% | $12.0m | 2,291,666 | 0% | held | |
| 38 | NEWAMSTERDAM PHARMA COMPANY | 0.2% | $10.7m | 500,333 | 0% | held | |
| 39 | AUTL AUTOLUS THERAPEUTICS LTD | Healthcare | 0.2% | $7.1m | 4,447,910 | 0% | held |
| 40 | XLO XILIO THERAPEUTICS INC | 0.1% | $4.0m | 422,505 | 0% | held | |
| 41 | IBIO IBIO INC | 0.1% | $3.4m | 1,953,467 | 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.