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Latest Frazier Life Sciences Management, L.P. Stock Portfolio

$3.89Billion– No. of Holdings #38

Frazier Life Sciences Management, L.P. Performance:
2026 Q1: 3.67%YTD: 3.67%2025: 72.11%
Performance for 2026 Q1 is 3.67%, and YTD is 3.67%, and 2025 is 72.11%.

About Frazier Life Sciences Management, L.P. and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Frazier Life Sciences Management, L.P. reported an equity portfolio of $3.9 Billions as of 31 Mar, 2026.

The top stock holdings of Frazier Life Sciences Management, L.P. are MIRM, NAMS, ERAS. The fund has invested 18.2% of it's portfolio in MIRUM PHARMACEUTICALS INC and 14% of portfolio in NEWAMSTERDAM PHARMA COMPANY.

The fund managers got completely rid off AVIDITY BIOSCIENCES INC (RNA), ABIVAX SA and RAPT THERAPEUTICS INC (RAPT) stocks. They significantly reduced their stock positions in REVOLUTION MEDICINES INC (RVMD), AUTOLUS THERAPEUTICS LTD (AUTL) and TREVI THERAPEUTICS INC (TRVI). Frazier Life Sciences Management, L.P. opened new stock positions in BIOCRYST PHARMACEUTICALS INC (BCRX), ACLARIS THERAPEUTICS INC (ACRS) and MONTE ROSA THERAPEUTICS INC (GLUE). The fund showed a lot of confidence in some stocks as they added substantially to MANNKIND CORP (MNKD), IMMUNOCORE HLDGS PLC (IMCR) and CYTOKINETICS INC (CYTK).
Frazier Life Sciences Management, L.P. Equity Portfolio Value
Last Reported on: 15 May, 2026

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 3.67% in the last quarter. In trailing 12 months, it's portfolio return was 88.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
biocryst pharmaceuticals inc38,168,000
aclaris therapeutics inc18,470,200
monte rosa therapeutics inc16,450,000
xilio therapeutics inc3,553,270
New stocks bought by Frazier Life Sciences Management, L.P.

Additions

Ticker% Inc.
mannkind corp39.64
immunocore hldgs plc25.99
cytokinetics inc24.1
palvella therapeutics inc ne22.15
mirum pharmaceuticals inc13.02
acadia pharmaceuticals inc10.87
erasca inc8.56
disc medicine inc7.53
Additions to existing portfolio by Frazier Life Sciences Management, L.P.

Reductions

Ticker% Reduced
revolution medicines inc-15.27
autolus therapeutics ltd-3.79
trevi therapeutics inc-3.12
bridgebio pharma inc-2.75
allogene therapeutics inc-1.86
agios pharmaceuticals inc-1.85
kalvista pharmaceuticals inc-1.56
krystal biotech inc-1.46
Frazier Life Sciences Management, L.P. reduced stake in above stock

Sold off

Ticker$ Sold
xilio therapeutics inc-3,786,840
rapt therapeutics inc-33,305,500
avidity biosciences inc-70,912,800
design therapeutics inc-4,886,980
abivax sa-51,015,600
travere therapeutics inc-9,231,230
Frazier Life Sciences Management, L.P. got rid off the above stocks

Sector Distribution

Frazier Life Sciences Management, L.P. has about 69.8% of it's holdings in Healthcare sector.

  • Healthcare
  • Others
Sector%
Healthcare69.8
Others30.2

Market Cap. Distribution

Frazier Life Sciences Management, L.P. has about 9.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
  • LARGE-CAP
  • MICRO-CAP
Category%
MID-CAP43.9
UNALLOCATED30.2
SMALL-CAP15
LARGE-CAP9.2
MICRO-CAP1.5

Stocks belong to which Index?

About 68.7% 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 200068.7
Others31.3
Top 5 Winners (%)%
ERAS
erasca inc
284.2 %
ALLO
allogene therapeutics inc
77.4 %
VOR
vor biopharma inc
36.4 %
ALKS
alkermes plc
26.4 %
KALV
kalvista pharmaceuticals inc
24.4 %
Top 5 Winners ($)$
ERAS
erasca inc
295.3 M
MIRM
mirum pharmaceuticals inc
96.9 M
KALV
kalvista pharmaceuticals inc
19.9 M
palvella therapeutics inc ne
16.0 M
RVMD
revolution medicines inc
13.0 M
Top 5 Losers (%)%
MNKD
mannkind corp
-53.0 %
lexeo therapeutics inc
-42.2 %
EOLS
evolus inc
-38.2 %
PHAT
phathom pharmaceuticals inc
-33.0 %
AUTL
autolus therapeutics ltd
-30.1 %
Top 5 Losers ($)$
PHAT
phathom pharmaceuticals inc
-68.3 M
ARQT
arcutis biotherapeutics inc
-54.1 M
maze therapeutics inc
-52.9 M
NAMS
newamsterdam pharma company
-52.0 M
disc medicine inc
-20.2 M

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 38 stocks in it's portfolio. About 73.5% of the portfolio is in top 10 stocks. PHAT proved to be the most loss making stock for the portfolio. ERAS was the most profitable stock for Frazier Life Sciences Management, L.P. last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions