Latest Frazier Life Sciences Management, L.P. Stock Portfolio
Frazier Life Sciences Management, L.P. Performance:
2025 Q4: 28.97%YTD: 72.11%2024: 15.8%
Performance for 2025 Q4 is 28.97%, and YTD is 72.11%, and 2024 is 15.8%.
About Frazier Life Sciences Management, L.P. and 13F Hedge Fund Stock Holdings
On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Frazier Life Sciences Management, L.P. reported an equity portfolio of $3.7 Billions as of 31 Dec, 2025.
The top stock holdings of Frazier Life Sciences Management, L.P. are NAMS, MIRM, ARQT. The fund has invested 16% of it's portfolio in NEWAMSTERDAM PHARMA COMPANY and 14.4% of portfolio in MIRUM PHARMACEUTICALS INC.
The fund managers got completely rid off VERONA PHARMA PLC (VRNA), ULTRAGENYX PHARMACEUTICAL IN (RARE) and MEREO BIOPHARMA GROUP PLC (MREO) stocks. They significantly reduced their stock positions in DESIGN THERAPEUTICS INC (DSGN), TRAVERE THERAPEUTICS INC (TVTX) and TARSUS PHARMACEUTICALS INC (TARS). Frazier Life Sciences Management, L.P. opened new stock positions in RAPT THERAPEUTICS INC (RAPT), VOR BIOPHARMA INC (VOR) and MANNKIND CORP (MNKD). The fund showed a lot of confidence in some stocks as they added substantially to ACADIA PHARMACEUTICALS INC (ACAD), AVIDITY BIOSCIENCES INC (RNA) and ZAI LAB LTD (ZLAB).
The top stock holdings of Frazier Life Sciences Management, L.P. are NAMS, MIRM, ARQT. The fund has invested 16% of it's portfolio in NEWAMSTERDAM PHARMA COMPANY and 14.4% of portfolio in MIRUM PHARMACEUTICALS INC.
The fund managers got completely rid off VERONA PHARMA PLC (VRNA), ULTRAGENYX PHARMACEUTICAL IN (RARE) and MEREO BIOPHARMA GROUP PLC (MREO) stocks. They significantly reduced their stock positions in DESIGN THERAPEUTICS INC (DSGN), TRAVERE THERAPEUTICS INC (TVTX) and TARSUS PHARMACEUTICALS INC (TARS). Frazier Life Sciences Management, L.P. opened new stock positions in RAPT THERAPEUTICS INC (RAPT), VOR BIOPHARMA INC (VOR) and MANNKIND CORP (MNKD). The fund showed a lot of confidence in some stocks as they added substantially to ACADIA PHARMACEUTICALS INC (ACAD), AVIDITY BIOSCIENCES INC (RNA) and ZAI LAB LTD (ZLAB).
Frazier Life Sciences Management, L.P. Annual Return Estimates Vs S&P 500
Our best estimate is that Frazier Life Sciences Management, L.P. made a return of 28.97% in the last quarter. In trailing 12 months, it's portfolio return was 72.11%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| rapt therapeutics inc | 33,305,500 |
| vor biopharma inc | 33,274,700 |
| mannkind corp | 23,955,800 |
| xilio therapeutics inc | 3,786,840 |
| ibio inc | 3,770,190 |
New stocks bought by Frazier Life Sciences Management, L.P.
Additions
| Ticker | % Inc. |
|---|---|
| acadia pharmaceuticals inc | 111 |
| avidity biosciences inc | 57.3 |
| zai lab ltd | 16.9 |
| dyne therapeutics inc | 16.00 |
| cytokinetics inc | 4.96 |
| newamsterdam pharma company | 1.45 |
Additions to existing portfolio by Frazier Life Sciences Management, L.P.
Reductions
| Ticker | % Reduced |
|---|---|
| design therapeutics inc | -73.33 |
| travere therapeutics inc | -38.38 |
| tarsus pharmaceuticals inc | -37.59 |
| krystal biotech inc | -29.05 |
| revolution medicines inc | -20.05 |
| savara inc | -13.96 |
| disc medicine inc | -12.41 |
| bridgebio pharma inc | -7.8 |
Frazier Life Sciences Management, L.P. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| mereo biopharma group plc | -19,446,600 |
| verona pharma plc | -361,101,000 |
| macrogenics inc | -5,335,120 |
| adverum biotechnologies inc | -9,410,760 |
| jade biosciences inc | -12,196,600 |
| engene holdings inc | -7,904,900 |
| ultragenyx pharmaceutical in | -29,590,100 |
| silence therapeutics plc | -5,034,980 |
Frazier Life Sciences Management, L.P. got rid off the above stocks
Sector Distribution
Frazier Life Sciences Management, L.P. has about 63.8% of it's holdings in Healthcare sector.
- Healthcare
- Others
| Sector | % |
|---|---|
| Healthcare | 63.8 |
| Others | 36.2 |
Market Cap. Distribution
Frazier Life Sciences Management, L.P. has about 11.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- SMALL-CAP
- LARGE-CAP
- MICRO-CAP
| Category | % |
|---|---|
| UNALLOCATED | 36.2 |
| MID-CAP | 34.2 |
| SMALL-CAP | 16.3 |
| LARGE-CAP | 11.8 |
| MICRO-CAP | 1.5 |
Stocks belong to which Index?
About 62.7% of the stocks held by Frazier Life Sciences Management, L.P. either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- Others
| Index | % |
|---|---|
| RUSSELL 2000 | 62.7 |
| Others | 37.3 |
Frazier Life Sciences Management, L.P. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Frazier Life Sciences Management, L.P.
Frazier Life Sciences Management, L.P. has 40 stocks in it's portfolio. About 71% of the portfolio is in top 10 stocks. ZLAB proved to be the most loss making stock for the portfolio. NAMS was the most profitable stock for Frazier Life Sciences Management, L.P. last quarter.
Last Reported on: 13 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACAD | acadia pharmaceuticals inc | 0.93 | 1,297,200 | 34,648,200 | added | 111 | ||
| ADVM | adverum biotechnologies inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGIO | agios pharmaceuticals inc | 0.94 | 1,279,750 | 34,834,900 | unchanged | 0.00 | ||
| AKRO | akero therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALKS | alkermes plc | 0.53 | 700,647 | 19,604,100 | unchanged | 0.00 | ||
| ALLO | allogene therapeutics inc | 0.14 | 3,868,750 | 5,300,190 | unchanged | 0.00 | ||
| ARQT | arcutis biotherapeutics inc | 7.70 | 9,874,510 | 286,756,000 | unchanged | 0.00 | ||
| ASMB | assembly biosciences inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ASND | ascendis pharma a/s | 0.76 | 133,333 | 28,431,900 | unchanged | 0.00 | ||
| AURA | aura biosciences inc | 0.75 | 5,100,000 | 27,795,000 | unchanged | 0.00 | ||
| AUTL | autolus therapeutics plc | 0.25 | 4,623,320 | 9,200,420 | unchanged | 0.00 | ||
| AVTE | jade biosciences inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BBIO | bridgebio pharma inc | 7.28 | 3,545,560 | 271,200,000 | reduced | -7.8 | ||
| CYTK | cytokinetics inc | 1.59 | 934,642 | 59,387,200 | added | 4.96 | ||
| DSGN | design therapeutics inc | 0.13 | 521,000 | 4,886,980 | reduced | -73.33 | ||
| DYN | dyne therapeutics inc | 1.66 | 3,153,080 | 61,674,300 | added | 16.00 | ||
| EOLS | evolus inc | 0.47 | 2,630,660 | 17,493,900 | unchanged | 0.00 | ||
| ERAS | erasca inc | 2.27 | 22,729,400 | 84,553,500 | unchanged | 0.00 | ||
| IBIO | ibio inc | 0.10 | 1,953,470 | 3,770,190 | new | |||
| IMCR | immunocore hldgs plc | 0.36 | 384,782 | 13,355,800 | unchanged | 0.00 | ||