Frazier Life Sciences Management, L.P.
CIK: 0001892134Latest portfolio: $3.7B · Q4 2025
Holdings
40
Total Value
$3.7B
New Positions
5
Closed Positions
12
Top Holdings
View All 40 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NAMSNEWAMSTERDAM PHARMA COMPANY | 16,943,774 | $594.4M | 15.96% | +242K | |
| 2 | MIRMMIRUM PHARMACEUTICALS INC | 6,795,121 | $536.7M | 14.42% | — | |
| 3 | ARQTARCUTIS BIOTHERAPEUTICS INC | 9,874,511 | $286.8M | 7.70% | — | |
| 4 | BBIOBRIDGEBIO PHARMA INC | 3,545,557 | $271.2M | 7.28% | -299,900 | |
| 5 | MBXMBX BIOSCIENCES INC | 6,652,013 | $209.8M | 5.64% | — | |
| 6 | PHATPHATHOM PHARMACEUTICALS INC | 12,466,489 | $206.8M | 5.55% | — | |
| 7 | MAZEMAZE THERAPEUTICS INC | 4,567,274 | $189.2M | 5.08% | — | |
| 8 | TRVITREVI THERAPEUTICS INC | 10,259,409 | $128.4M | 3.45% | — | |
| 9 | KRYSKRYSTAL BIOTECH INC | 488,460 | $120.4M | 3.23% | -200,000 | |
| 10 | IRONDISC MEDICINE INC | 1,260,000 | $100.1M | 2.69% | -178,534 | |
| 11 | ERASERASCA INC | 22,729,436 | $84.6M | 2.27% | — | |
| 12 | KALVKALVISTA PHARMACEUTICALS INC | 5,039,867 | $81.4M | 2.19% | — | |
| 13 | PVLAPALVELLA THERAPEUTICS INC NE | 722,400 | $75.6M | 2.03% | — | |
| 14 | RNAAVIDITY BIOSCIENCES INC | 983,125 | $70.9M | 1.90% | +358K | |
| 15 | RVMDREVOLUTION MEDICINES INC | 797,455 | $63.5M | 1.71% | -200,000 | |
| 16 | DYNDYNE THERAPEUTICS INC | 3,153,082 | $61.7M | 1.66% | +435K | |
| 17 | TARSTARSUS PHARMACEUTICALS INC | 728,644 | $59.7M | 1.60% | -438,883 | |
| 18 | YB4PSAVARA INC | 9,862,301 | $59.5M | 1.60% | -1,600,000 | |
| 19 | CYTKCYTOKINETICS INC | 934,642 | $59.4M | 1.60% | +44K | |
| 20 | ABVXABIVAX SA | 378,300 | $51.0M | 1.37% | — | |
| 21 | LXEOLEXEO THERAPEUTICS INC | 4,424,725 | $43.9M | 1.18% | — | |
| 22 | AGIOAGIOS PHARMACEUTICALS INC | 1,279,754 | $34.8M | 0.94% | — | |
| 23 | ACADACADIA PHARMACEUTICALS INC | 1,297,198 | $34.6M | 0.93% | +683K | |
| 24 | ZLABZAI LAB LTD | 1,902,320 | $33.6M | 0.90% | +275K | |
| 25 | RAPTRAPT THERAPEUTICS INC | 983,333 | $33.3M | 0.89% | NEW |
Quarterly Changes
Sector Breakdown
Healthcare0.0% ($5.943875367462867e+189T)
Unknown0.0% ($59.5M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 13, 2026 | $3.7B | 40 |
| Q3 2025 | Nov 14, 2025 | $3.3T | 47 |
| Q2 2025 | Aug 14, 2025 | $2.5T | 49 |
| Q1 2025 | May 15, 2025 | $2.2T | 47 |
| Q4 2024 | Feb 18, 2025 | $2.4T | 50 |
| Q3 2024 | Nov 15, 2024 | $2495.0T | 53 |
| Q2 2024 | Aug 15, 2024 | $2137.7T | 49 |
| Q1 2024 | May 15, 2024 | $2370.0T | 50 |
| Q4 2023 | Feb 14, 2024 | $1870.3T | 49 |
| Q3 2023 | Nov 14, 2023 | $1505.7T | 52 |
| Q2 2023 | Aug 14, 2023 | $1674.5T | 48 |
| Q1 2023 | May 15, 2023 | $1381.2T | 49 |
| Q4 2022 | Feb 3, 2023 | $1.6T | 44 |
| Q3 2022 | Nov 14, 2022 | $1.3T | 43 |
| Q2 2022 | Aug 10, 2022 | $1.1T | 41 |
| Q1 2022 | May 16, 2022 | $1.2T | 42 |
Fund Information
Frazier Life Sciences Management, L.P. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.7B across 40 holdings. The largest position is NEWAMSTERDAM PHARMA COMPANY (NAMS), representing 16.0% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 12 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.