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The Analysis of Frazier Life Sciences Management, L.P.'s Holdings & P&L

Currently, Frazier Life Sciences Management, L.P. holds 38 types of securities in its portfolio with a total value $3.9B. In the most recent quarter, they have increased their positions in MIRM (+884.6K shares, valued at $81.7M), BCRX (+4.0M shares, valued at $38.2M), ERAS (+1.9M shares, valued at $31.5M); decreased their positions in RVMD (-121.8K shares, valued at $11.8M), BBIO (-97.4K shares, valued at $7.2M), TRVI (-319.9K shares, valued at $3.8M); initiated new positions in BCRX (+4.0M shares, valued at $38.2M), ACRS (+4.9M shares, valued at $18.5M), GLUE (+1.0M shares, valued at $16.4M).

1M P&L

-105.0M-2.69%

3M P&L

+10.7M+0.28%

HY P&L

+163.6M+4.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology3.8B

97.4%

2Drug Manufacturers - Specialty & Generic73.8M

1.9%

3Diagnostics & Research18.5M

0.5%

Top Industries by Stock Count

1Biotechnology31 stocks

86.1%

2Drug Manufacturers - Specialty & Generic3 stocks

8.3%

3Diagnostics & Research1 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MIRM MIRUM PHARMACEUTICALS INC7.7M shares13.02%2026-03-312026-05-15

NAMS NEWAMSTERDAM PHARMA COMPANY16.9M shares0.00%2026-03-312026-05-15

ERAS ERASCA INC24.7M shares8.56%2026-03-312026-05-15

BBIO BRIDGEBIO PHARMA INC3.4M shares-2.75%2026-03-312026-05-15

ARQT ARCUTIS BIOTHERAPEUTICS INC9.9M shares0.00%2026-03-312026-05-15

MBX MBX BIOSCIENCES INC6.7M shares0.00%2026-03-312026-05-15

PHAT PHATHOM PHARMACEUTICALS INC12.5M shares0.00%2026-03-312026-05-15

MAZE MAZE THERAPEUTICS INC4.6M shares0.00%2026-03-312026-05-15

Sponsored

KRYS KRYSTAL BIOTECH INC481.3K shares-1.46%2026-03-312026-05-15

TRVI TREVI THERAPEUTICS INC9.9M shares-3.12%2026-03-312026-05-15

PVLA PALVELLA THERAPEUTICS INC NE882.4K shares22.15%2026-03-312026-05-15

KALV KALVISTA PHARMACEUTICALS INC5.0M shares-1.56%2026-03-312026-05-15

IRON DISC MEDICINE INC1.4M shares7.53%2026-03-312026-05-15

CYTK CYTOKINETICS INC1.2M shares24.10%2026-03-312026-05-15

RVMD REVOLUTION MEDICINES INC675.7K shares-15.27%2026-03-312026-05-15

DYN DYNE THERAPEUTICS INC3.2M shares0.00%2026-03-312026-05-15

Sponsored

SVRA SAVARA INC9.7M shares-1.43%2026-03-312026-05-15

TARS TARSUS PHARMACEUTICALS INC728.6K shares0.00%2026-03-312026-05-15

VOR VOR BIOPHARMA INC2.5M shares0.00%2026-03-312026-05-15

AGIO AGIOS PHARMACEUTICALS INC1.3M shares-1.85%2026-03-312026-05-15

BCRX BIOCRYST PHARMACEUTICALS INC4.0M sharesnew addition2026-03-312026-05-15

ZLAB ZAI LAB LTD1.9M shares0.00%2026-03-312026-05-15

AURA AURA BIOSCIENCES INC5.1M shares0.00%2026-03-312026-05-15

ACAD ACADIA PHARMACEUTICALS INC1.4M shares10.87%2026-03-312026-05-15

Sponsored

ASND ASCENDIS PHARMA A/S133.3K shares0.00%2026-03-312026-05-15

LXEO LEXEO THERAPEUTICS INC4.4M shares0.00%2026-03-312026-05-15

ALKS ALKERMES PLC700.6K shares0.00%2026-03-312026-05-15

ACRS ACLARIS THERAPEUTICS INC4.9M sharesnew addition2026-03-312026-05-15

GLUE MONTE ROSA THERAPEUTICS INC1.0M sharesnew addition2026-03-312026-05-15

IMCR IMMUNOCORE HLDGS PLC484.8K shares25.99%2026-03-312026-05-15

MNKD MANNKIND CORP5.9M shares39.64%2026-03-312026-05-15

VALN VALNEVA SE2.3M shares0.00%2026-03-312026-05-15

Sponsored

EOLS EVOLUS INC2.6M shares0.00%2026-03-312026-05-15

NAMSW NEWAMSTERDAM PHARMA COMPANY500.3K shares0.00%2026-03-312026-05-15

ALLO ALLOGENE THERAPEUTICS INC3.8M shares-1.86%2026-03-312026-05-15

AUTL AUTOLUS THERAPEUTICS LTD4.4M shares-3.79%2026-03-312026-05-15

IBIO INC IBIO INC2.0M shares0.00%2026-03-312026-05-15

XILIO THERAPEUTICS INC XILIO THERAPEUTICS INC422.5K sharesnew addition2026-03-312026-05-15

MIRM

MIRUM PHARMACEUTICALS INC

13.02%

Shares7.7M

Event2026-03-31

Filed2026-05-15

NAMS

NEWAMSTERDAM PHARMA COMPANY

0.00%

Shares16.9M

Event2026-03-31

Filed2026-05-15

ERAS

ERASCA INC

8.56%

Shares24.7M

Event2026-03-31

Filed2026-05-15

BBIO

BRIDGEBIO PHARMA INC

-2.75%

Shares3.4M

Event2026-03-31

Filed2026-05-15

ARQT

ARCUTIS BIOTHERAPEUTICS INC

0.00%

Shares9.9M

Event2026-03-31

Filed2026-05-15

MBX

MBX BIOSCIENCES INC

0.00%

Shares6.7M

Event2026-03-31

Filed2026-05-15

PHAT

PHATHOM PHARMACEUTICALS INC

0.00%

Shares12.5M

Event2026-03-31

Filed2026-05-15

MAZE

MAZE THERAPEUTICS INC

0.00%

Shares4.6M

Event2026-03-31

Filed2026-05-15

KRYS

KRYSTAL BIOTECH INC

-1.46%

Shares481.3K

Event2026-03-31

Filed2026-05-15

TRVI

TREVI THERAPEUTICS INC

-3.12%

Shares9.9M

Event2026-03-31

Filed2026-05-15

PVLA

PALVELLA THERAPEUTICS INC NE

22.15%

Shares882.4K

Event2026-03-31

Filed2026-05-15

KALV

KALVISTA PHARMACEUTICALS INC

-1.56%

Shares5.0M

Event2026-03-31

Filed2026-05-15

IRON

DISC MEDICINE INC

7.53%

Shares1.4M

Event2026-03-31

Filed2026-05-15

CYTK

CYTOKINETICS INC

24.10%

Shares1.2M

Event2026-03-31

Filed2026-05-15

RVMD

REVOLUTION MEDICINES INC

-15.27%

Shares675.7K

Event2026-03-31

Filed2026-05-15

DYN

DYNE THERAPEUTICS INC

0.00%

Shares3.2M

Event2026-03-31

Filed2026-05-15

SVRA

SAVARA INC

-1.43%

Shares9.7M

Event2026-03-31

Filed2026-05-15

TARS

TARSUS PHARMACEUTICALS INC

0.00%

Shares728.6K

Event2026-03-31

Filed2026-05-15

VOR

VOR BIOPHARMA INC

0.00%

Shares2.5M

Event2026-03-31

Filed2026-05-15

AGIO

AGIOS PHARMACEUTICALS INC

-1.85%

Shares1.3M

Event2026-03-31

Filed2026-05-15

BCRX

BIOCRYST PHARMACEUTICALS INC

New

Shares4.0M

Event2026-03-31

Filed2026-05-15

ZLAB

ZAI LAB LTD

0.00%

Shares1.9M

Event2026-03-31

Filed2026-05-15

AURA

AURA BIOSCIENCES INC

0.00%

Shares5.1M

Event2026-03-31

Filed2026-05-15

ACAD

ACADIA PHARMACEUTICALS INC

10.87%

Shares1.4M

Event2026-03-31

Filed2026-05-15

ASND

ASCENDIS PHARMA A/S

0.00%

Shares133.3K

Event2026-03-31

Filed2026-05-15

LXEO

LEXEO THERAPEUTICS INC

0.00%

Shares4.4M

Event2026-03-31

Filed2026-05-15

ALKS

ALKERMES PLC

0.00%

Shares700.6K

Event2026-03-31

Filed2026-05-15

ACRS

ACLARIS THERAPEUTICS INC

New

Shares4.9M

Event2026-03-31

Filed2026-05-15

GLUE

MONTE ROSA THERAPEUTICS INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

IMCR

IMMUNOCORE HLDGS PLC

25.99%

Shares484.8K

Event2026-03-31

Filed2026-05-15

MNKD

MANNKIND CORP

39.64%

Shares5.9M

Event2026-03-31

Filed2026-05-15

VALN

VALNEVA SE

0.00%

Shares2.3M

Event2026-03-31

Filed2026-05-15

EOLS

EVOLUS INC

0.00%

Shares2.6M

Event2026-03-31

Filed2026-05-15

NAMSW

NEWAMSTERDAM PHARMA COMPANY

0.00%

Shares500.3K

Event2026-03-31

Filed2026-05-15

ALLO

ALLOGENE THERAPEUTICS INC

-1.86%

Shares3.8M

Event2026-03-31

Filed2026-05-15

AUTL

AUTOLUS THERAPEUTICS LTD

-3.79%

Shares4.4M

Event2026-03-31

Filed2026-05-15

IBIO INC

0.00%

Shares2.0M

Event2026-03-31

Filed2026-05-15

XILIO THERAPEUTICS INC

New

Shares422.5K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available