Frazier Life Sciences Management, L.P. 13F 持仓 · 2026年Q2
Frazier Life Sciences Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 41 只证券，申报市值合计 45.92 亿美元。前几大持仓：MIRM（19.58%）、NAMS（13.35%）、ERAS（9.96%）。本季前 25 大持仓中：新建仓 2 只、增持 6 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MIRM | MIRUM PHARMACEUTICALS INC | $899.1M | 19.58% | 7.7M | 持平 |
| 2 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $613.0M | 13.35% | 18.1M | 增持 |
| 3 | ERAS | ERASCA INC | $457.5M | 9.96% | 25.0M | 增持 |
| 4 | MBX | MBX BIOSCIENCES INC | $367.2M | 8.00% | 6.7M | 持平 |
| 5 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $258.9M | 5.64% | 9.9M | 持平 |
| 6 | TRVI | TREVI THERAPEUTICS INC | $185.4M | 4.04% | 9.9M | 减持 |
| 7 | KRYS | KRYSTAL BIOTECH INC | $178.9M | 3.90% | 481,307 | 持平 |
| 8 | MAZE | MAZE THERAPEUTICS INC | $150.2M | 3.27% | 5.0M | 增持 |
| 9 | PHAT | PHATHOM PHARMACEUTICALS INC | $135.3M | 2.95% | 12.5M | 持平 |
| 10 | PVLA | PALVELLA THERAPEUTICS INC NE | $134.8M | 2.94% | 882,400 | 持平 |
| 11 | BBIO | BRIDGEBIO PHARMA INC | $115.3M | 2.51% | 1.5M | 减持 |
| 12 | IRON | DISC MEDICINE INC | $99.1M | 2.16% | 1.4M | 持平 |
| 13 | CYTK | CYTOKINETICS INC | $98.8M | 2.15% | 1.2M | 持平 |
| 14 | DYN | DYNE THERAPEUTICS INC | $70.0M | 1.53% | 3.2M | 持平 |
| 15 | ASND | ASCENDIS PHARMA A/S | $60.1M | 1.31% | 225,155 | 增持 |
| 16 | SVRA | SAVARA INC | $59.9M | 1.30% | 9.7M | 持平 |
| 17 | PBLS | PARABILIS MEDICINES INC | $52.6M | 1.14% | 1.9M | 新建仓 |
| 18 | AURA | AURA BIOSCIENCES INC | $50.4M | 1.10% | 7.1M | 增持 |
| 19 | ACHV | ACHIEVE LIFE SCIENCE INC | $49.7M | 1.08% | 7.6M | 新建仓 |
| 20 | ALLO | ALLOGENE THERAPEUTICS INC | $46.7M | 1.02% | 22.4M | 增持 |
| 21 | VOR | VOR BIOPHARMA INC | $46.8M | 1.02% | 2.5M | 持平 |
| 22 | TARS | TARSUS PHARMACEUTICALS INC | $45.9M | 1.00% | 728,644 | 持平 |
| 23 | BCRX | BIOCRYST PHARMACEUTICALS INC | $40.1M | 0.87% | 4.0M | 持平 |
| 24 | ALKS | ALKERMES PLC | $36.7M | 0.80% | 700,647 | 持平 |
| 25 | ACAD | ACADIA PHARMACEUTICALS INC | $36.4M | 0.79% | 1.4M | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR