Latest Frazier Life Sciences Management, L.P. Stock Portfolio
Frazier Life Sciences Management, L.P. Performance:
2025 Q2: 4.85%YTD: 3.48%2024: 19.21%
Performance for 2025 Q2 is 4.85%, and YTD is 3.48%, and 2024 is 19.21%.
About Frazier Life Sciences Management, L.P. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Frazier Life Sciences Management, L.P. reported an equity portfolio of $2.5 Billions as of 30 Jun, 2025.
The top stock holdings of Frazier Life Sciences Management, L.P. are MIRM, VRNA, NAMS. The fund has invested 13.8% of it's portfolio in MIRUM PHARMACEUTICALS INC and 12.8% of portfolio in VERONA PHARMA PLC.
The fund managers got completely rid off RHYTHM PHARMACEUTICALS INC (RYTM), SOLENO THERAPEUTICS INC (SLNO) and MERUS N V (MRUS) stocks. They significantly reduced their stock positions in ORIC PHARMACEUTICALS INC (ORIC), SILENCE THERAPEUTICS PLC and VAXCYTE INC (PCVX). Frazier Life Sciences Management, L.P. opened new stock positions in AURA BIOSCIENCES INC (AURA), EVOLUS INC (EOLS) and AKERO THERAPEUTICS INC (AKRO). The fund showed a lot of confidence in some stocks as they added substantially to LEXEO THERAPEUTICS INC, ZAI LAB LTD (ZLAB) and COGENT BIOSCIENCES INC (COGT).
The top stock holdings of Frazier Life Sciences Management, L.P. are MIRM, VRNA, NAMS. The fund has invested 13.8% of it's portfolio in MIRUM PHARMACEUTICALS INC and 12.8% of portfolio in VERONA PHARMA PLC.
The fund managers got completely rid off RHYTHM PHARMACEUTICALS INC (RYTM), SOLENO THERAPEUTICS INC (SLNO) and MERUS N V (MRUS) stocks. They significantly reduced their stock positions in ORIC PHARMACEUTICALS INC (ORIC), SILENCE THERAPEUTICS PLC and VAXCYTE INC (PCVX). Frazier Life Sciences Management, L.P. opened new stock positions in AURA BIOSCIENCES INC (AURA), EVOLUS INC (EOLS) and AKERO THERAPEUTICS INC (AKRO). The fund showed a lot of confidence in some stocks as they added substantially to LEXEO THERAPEUTICS INC, ZAI LAB LTD (ZLAB) and COGENT BIOSCIENCES INC (COGT).
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 4.85% in the last quarter. In trailing 12 months, it's portfolio return was 10.66%.
New Buys
| Ticker | $ Bought |
|---|---|
| aura biosciences inc | 31,926,000 |
| evolus inc | 22,431,400 |
| akero therapeutics inc | 19,571,600 |
| cytokinetics inc | 18,328,300 |
| jade biosciences inc | 17,703,400 |
| travere therapeutics inc | 14,831,000 |
| valneva se | 8,239,580 |
| crescent biopharma inc. | 7,322,480 |
New stocks bought by Frazier Life Sciences Management, L.P.
Additions
| Ticker | % Inc. |
|---|---|
| lexeo therapeutics inc | 363 |
| zai lab ltd | 273 |
| cogent biosciences inc | 85.21 |
| alkermes plc | 66.46 |
| ultragenyx pharmaceutical in | 49.34 |
| immunocore hldgs plc | 27.76 |
| phathom pharmaceuticals inc | 23.32 |
| mereo biopharma group plc | 20.72 |
Additions to existing portfolio by Frazier Life Sciences Management, L.P.
Reductions
| Ticker | % Reduced |
|---|---|
| oric pharmaceuticals inc | -24.45 |
| silence therapeutics plc | -15.54 |
| vaxcyte inc | -12.05 |
| disc medicine inc | -5.7 |
| verona pharma plc | -2.14 |
Frazier Life Sciences Management, L.P. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| immatics n.v | -5,628,080 |
| rocket pharmaceuticals inc | -7,197,100 |
| rhythm pharmaceuticals inc | -35,953,900 |
| soleno therapeutics inc | -35,664,900 |
| acadia pharmaceuticals inc | -7,812,310 |
| merus n v | -15,703,800 |
Frazier Life Sciences Management, L.P. got rid off the above stocks
Sector Distribution
Frazier Life Sciences Management, L.P. has about 87.3% of it's holdings in Healthcare sector.
| Sector | % |
|---|---|
| Healthcare | 87.3 |
| Others | 12.7 |
Market Cap. Distribution
Frazier Life Sciences Management, L.P. has about 1.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| SMALL-CAP | 35.5 |
| MID-CAP | 31.5 |
| UNALLOCATED | 26.8 |
| MICRO-CAP | 3.7 |
| LARGE-CAP | 1.8 |
Stocks belong to which Index?
About 57% of the stocks held by Frazier Life Sciences Management, L.P. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| RUSSELL 2000 | 57 |
| Others | 43 |
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 49 stocks in it's portfolio. About 67.8% of the portfolio is in top 10 stocks. NAMS proved to be the most loss making stock for the portfolio. VRNA was the most profitable stock for Frazier Life Sciences Management, L.P. last quarter.
Last Reported on: 14 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MIRM | mirum pharmaceuticals inc | 13.83 | 6,795,120 | 345,804,000 | unchanged | 0.00 | ||
Historical Trend of MIRUM PHARMACEUTICALS INC Position Held By Frazier Life Sciences Management, L.P.What % of Portfolio is MIRM?:Number of MIRM shares held:Change in No. of Shares Held: | ||||||||
| VRNA | verona pharma plc | 12.80 | 3,383,950 | 320,054,000 | reduced | -2.14 | ||
| NAMS | newamsterdam pharma company | 12.03 | 16,607,100 | 300,754,000 | added | 3.04 | ||
| BBIO | bridgebio pharma inc | 6.56 | 3,800,460 | 164,104,000 | unchanged | 0.00 | ||
| ARQT | arcutis biotherapeutics inc | 5.54 | 9,874,510 | 138,441,000 | added | 12.4 | ||
| PHAT | phathom pharmaceuticals inc | 4.78 | 12,466,500 | 119,554,000 | added | 23.32 | ||
| KRYS | krystal biotech inc | 3.78 | 688,460 | 94,635,700 | unchanged | 0.00 | ||
| disc medicine inc | 3.50 | 1,654,830 | 87,640,000 | reduced | -5.7 | |||
| mbx biosciences inc | 2.73 | 5,985,350 | 68,292,800 | unchanged | 0.00 | |||
| TARS | tarsus pharmaceuticals inc | 2.26 | 1,397,530 | 56,613,800 | unchanged | 0.00 | ||
| TRVI | trevi therapeutics inc | 2.24 | 10,259,400 | 56,119,000 | unchanged | 0.00 | ||
| maze therapeutics inc | 2.24 | 4,567,280 | 56,040,500 | added | 10.61 | |||
| KALV | kalvista pharmaceuticals inc | 2.21 | 4,887,870 | 55,257,300 | unchanged | 0.00 | ||
| ZLAB | zai lab ltd | 1.83 | 1,308,140 | 45,745,600 | added | 273 | ||
| AGIO | agios pharmaceuticals inc | 1.70 | 1,279,750 | 42,564,600 | added | 19.62 | ||
| RVMD | revolution medicines inc | 1.47 | 997,455 | 36,696,400 | unchanged | 0.00 | ||
| RARE | ultragenyx pharmaceutical in | 1.43 | 983,715 | 35,767,900 | added | 49.34 | ||
| AURA | aura biosciences inc | 1.28 | 5,100,000 | 31,926,000 | new | |||
| ERAS | erasca inc | 1.15 | 22,729,400 | 28,866,400 | added | 0.68 | ||
| ALKS | alkermes plc | 1.15 | 1,000,650 | 28,628,500 | added | 66.46 | ||
