Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Frazier Life Sciences Management, L.P. (CIK 1892134) reported $4.59B across 41 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MIRM ($899.1M, 19.58%), NAMS ($613.0M, 13.35%), ERAS ($457.5M, 9.96%), MBX ($367.2M, 8.00%), ARQT ($258.9M, 5.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MIRM | MIRUM PHARMACEUTICALS INC | $899.1M | 19.58% | 7.7M | Hold |
| 2 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $613.0M | 13.35% | 18.1M | Added |
| 3 | ERAS | ERASCA INC | $457.5M | 9.96% | 25.0M | Added |
| 4 | MBX | MBX BIOSCIENCES INC | $367.2M | 8.00% | 6.7M | Hold |
| 5 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $258.9M | 5.64% | 9.9M | Hold |
| 6 | TRVI | TREVI THERAPEUTICS INC | $185.4M | 4.04% | 9.9M | Trimmed |
| 7 | KRYS | KRYSTAL BIOTECH INC | $178.9M | 3.90% | 481,307 | Hold |
| 8 | MAZE | MAZE THERAPEUTICS INC | $150.2M | 3.27% | 5.0M | Added |
| 9 | PHAT | PHATHOM PHARMACEUTICALS INC | $135.3M | 2.95% | 12.5M | Hold |
| 10 | PVLA | PALVELLA THERAPEUTICS INC NE | $134.8M | 2.94% | 882,400 | Hold |
| 11 | BBIO | BRIDGEBIO PHARMA INC | $115.3M | 2.51% | 1.5M | Trimmed |
| 12 | IRON | DISC MEDICINE INC | $99.1M | 2.16% | 1.4M | Hold |
| 13 | CYTK | CYTOKINETICS INC | $98.8M | 2.15% | 1.2M | Hold |
| 14 | DYN | DYNE THERAPEUTICS INC | $70.0M | 1.53% | 3.2M | Hold |
| 15 | ASND | ASCENDIS PHARMA A/S | $60.1M | 1.31% | 225,155 | Added |
| 16 | SVRA | SAVARA INC | $59.9M | 1.30% | 9.7M | Hold |
| 17 | PBLS | PARABILIS MEDICINES INC | $52.6M | 1.14% | 1.9M | New |
| 18 | AURA | AURA BIOSCIENCES INC | $50.4M | 1.10% | 7.1M | Added |
| 19 | ACHV | ACHIEVE LIFE SCIENCE INC | $49.7M | 1.08% | 7.6M | New |
| 20 | ALLO | ALLOGENE THERAPEUTICS INC | $46.7M | 1.02% | 22.4M | Added |
| 21 | VOR | VOR BIOPHARMA INC | $46.8M | 1.02% | 2.5M | Hold |
| 22 | TARS | TARSUS PHARMACEUTICALS INC | $45.9M | 1.00% | 728,644 | Hold |
| 23 | BCRX | BIOCRYST PHARMACEUTICALS INC | $40.1M | 0.87% | 4.0M | Hold |
| 24 | ALKS | ALKERMES PLC | $36.7M | 0.80% | 700,647 | Hold |
| 25 | ACAD | ACADIA PHARMACEUTICALS INC | $36.4M | 0.79% | 1.4M | Hold |
Source: SEC Form 13F filings · as of 2026-06-30