Frazier Life Sciences Management, L.P. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$3.7T
Holdings
40
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NAMSNEWAMSTERDAM PHARMA COMPANY | 16,943,774 | $594.4B | 15.96% | |
| 2 | MIRMMIRUM PHARMACEUTICALS INC | 6,795,121 | $536.7B | 14.42% | |
| 3 | ARQTARCUTIS BIOTHERAPEUTICS INC | 9,874,511 | $286.8B | 7.70% | |
| 4 | BBIOBRIDGEBIO PHARMA INC | 3,545,557 | $271.2B | 7.28% | |
| 5 | MBXMBX BIOSCIENCES INC | 6,652,013 | $209.8B | 5.64% | |
| 6 | PHATPHATHOM PHARMACEUTICALS INC | 12,466,489 | $206.8B | 5.55% | |
| 7 | MAZEMAZE THERAPEUTICS INC | 4,567,274 | $189.2B | 5.08% | |
| 8 | TRVITREVI THERAPEUTICS INC | 10,259,409 | $128.4B | 3.45% | |
| 9 | KRYSKRYSTAL BIOTECH INC | 488,460 | $120.4B | 3.23% | |
| 10 | IRONDISC MEDICINE INC | 1,260,000 | $100.1B | 2.69% | |
| 11 | ERASERASCA INC | 22,729,436 | $84.6B | 2.27% | |
| 12 | KALVKALVISTA PHARMACEUTICALS INC | 5,039,867 | $81.4B | 2.19% | |
| 13 | PVLAPALVELLA THERAPEUTICS INC NE | 722,400 | $75.6B | 2.03% | |
| 14 | RNAAVIDITY BIOSCIENCES INC | 983,125 | $70.9B | 1.90% | |
| 15 | RVMDREVOLUTION MEDICINES INC | 797,455 | $63.5B | 1.71% | |
| 16 | DYNDYNE THERAPEUTICS INC | 3,153,082 | $61.7B | 1.66% | |
| 17 | TARSTARSUS PHARMACEUTICALS INC | 728,644 | $59.7B | 1.60% | |
| 18 | YB4PSAVARA INC | 9,862,301 | $59.5B | 1.60% | |
| 19 | CYTKCYTOKINETICS INC | 934,642 | $59.4B | 1.60% | |
| 20 | ABVXABIVAX SA | 378,300 | $51.0B | 1.37% | |
| 21 | LXEOLEXEO THERAPEUTICS INC | 4,424,725 | $43.9B | 1.18% | |
| 22 | AGIOAGIOS PHARMACEUTICALS INC | 1,279,754 | $34.8B | 0.94% | |
| 23 | ACADACADIA PHARMACEUTICALS INC | 1,297,198 | $34.6B | 0.93% | |
| 24 | ZLABZAI LAB LTD | 1,902,320 | $33.6B | 0.90% | |
| 25 | RAPTRAPT THERAPEUTICS INC | 983,333 | $33.3B | 0.89% | |
| 26 | VORVOR BIOPHARMA INC | 2,543,939 | $33.3B | 0.89% | |
| 27 | ASNDASCENDIS PHARMA A/S | 133,333 | $28.4B | 0.76% | |
| 28 | AURAAURA BIOSCIENCES INC | 5,100,000 | $27.8B | 0.75% | |
| 29 | MNKDMANNKIND CORP | 4,225,000 | $24.0B | 0.64% | |
| 30 | VALNVALNEVA SE | 2,291,666 | $20.2B | 0.54% | |
| 31 | ALKSALKERMES PLC | 700,647 | $19.6B | 0.53% | |
| 32 | EOLSEVOLUS INC | 2,630,665 | $17.5B | 0.47% | |
| 33 | IMCRIMMUNOCORE HLDGS PLC | 384,782 | $13.4B | 0.36% | |
| 34 | NAMSNEWAMSTERDAM PHARMA COMPANY | 500,333 | $11.5B | 0.31% | |
| 35 | TVTXTRAVERE THERAPEUTICS INC | 241,592 | $9.2B | 0.25% | |
| 36 | AUTLAUTOLUS THERAPEUTICS PLC | 4,623,324 | $9.2B | 0.25% | |
| 37 | ALLOALLOGENE THERAPEUTICS INC | 3,868,750 | $5.3B | 0.14% | |
| 38 | DSGNDESIGN THERAPEUTICS INC | 521,000 | $4.9B | 0.13% | |
| 39 | XLOXILIO THERAPEUTICS INC | 5,915,091 | $3.8B | 0.10% | |
| 40 | IBIOIBIO INC | 1,953,467 | $3.8B | 0.10% |