☆Frazier Life Sciences Management, L.P.
Quality Q
0.894
AUM ($M)
4,592
Positions
41
Turnover
0.13
Top-10 wt
74%
Herfindahl
0.085
History (qtrs)
6
Excess Return
—
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Holdings · 44 positions · portfolio value $4,592M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MIRM funds › | MIRUM PHARMACEUTICALS INC | HOLD | — | 19.6% | +1.3% | 899.1 | 7,679,684 | +0 | 5 | — |
| ☆NAMS funds › | NEWAMSTERDAM PHARMA COMPANY | ADD | — | 13.3% | -0.6% | 613.0 | 18,088,902 | +1,145,128 | 5 | — |
| ☆ERAS funds › | ERASCA INC | ADD | — | 10.0% | -0.3% | 457.5 | 24,975,188 | +300,000 | 5 | — |
| ☆MBX funds › | MBX BIOSCIENCES INC | HOLD | — | 8.0% | +2.9% | 367.2 | 6,652,013 | +0 | 5 | — |
| ☆ARQT funds › | ARCUTIS BIOTHERAPEUTICS INC | HOLD | — | 5.6% | -0.3% | 258.9 | 9,874,511 | +0 | 5 | — |
| ☆TRVI funds › | TREVI THERAPEUTICS INC | TRIM | — | 4.0% | +1.0% | 185.4 | 9,939,447 | -100 | 5 | — |
| ☆KRYS funds › | KRYSTAL BIOTECH INC | HOLD | — | 3.9% | +0.7% | 178.9 | 481,307 | +0 | 5 | — |
| ☆MAZE funds › | MAZE THERAPEUTICS INC | ADD | — | 3.3% | -0.2% | 150.2 | 5,032,915 | +465,641 | 5 | — |
| ☆PHAT funds › | PHATHOM PHARMACEUTICALS INC | HOLD | — | 2.9% | -0.6% | 135.3 | 12,466,489 | +0 | 5 | — |
| ☆PVLA funds › | PALVELLA THERAPEUTICS INC NE | HOLD | — | 2.9% | +0.1% | 134.8 | 882,400 | +0 | 5 | — |
| ☆BBIO funds › | BRIDGEBIO PHARMA INC | TRIM | — | 2.5% | -4.1% | 115.3 | 1,548,139 | -1,900,000 | 5 | — |
| ☆IRON funds › | DISC MEDICINE INC | HOLD | — | 2.2% | -0.1% | 99.1 | 1,354,852 | +0 | 5 | — |
| ☆CYTK funds › | CYTOKINETICS INC | HOLD | — | 2.2% | +0.2% | 98.8 | 1,159,879 | +0 | 5 | — |
| ☆DYN funds › | DYNE THERAPEUTICS INC | HOLD | — | 1.5% | +0.1% | 70.0 | 3,153,082 | +0 | 5 | — |
| ☆CUSIP:04351P101 funds › | ASCENDIS PHARMA A/S | ADD | — | 1.3% | +0.5% | 60.1 | 225,155 | +91,822 | 5 | — |
| ☆SVRA funds › | SAVARA INC | HOLD | — | 1.3% | -0.1% | 59.9 | 9,720,852 | +0 | 5 | — |
| ☆PBLS funds › | PARABILIS MEDICINES INC | NEW | — | 1.1% | +1.1% | 52.6 | 1,920,805 | +1,920,805 | 1 | — |
| ☆AURA funds › | AURA BIOSCIENCES INC | ADD | — | 1.1% | +0.2% | 50.4 | 7,100,000 | +2,000,000 | 5 | — |
| ☆ACHV funds › | ACHIEVE LIFE SCIENCE INC | NEW | — | 1.1% | +1.1% | 49.7 | 7,614,836 | +7,614,836 | 1 | — |
| ☆VOR funds › | VOR BIOPHARMA INC | HOLD | — | 1.0% | -0.1% | 46.8 | 2,543,939 | +0 | 3 | — |
| ☆ALLO funds › | ALLOGENE THERAPEUTICS INC | ADD | — | 1.0% | +0.8% | 46.7 | 22,446,668 | +18,650,000 | 5 | — |
| ☆TARS funds › | TARSUS PHARMACEUTICALS INC | HOLD | — | 1.0% | -0.3% | 45.9 | 728,644 | +0 | 5 | — |
| ☆BCRX funds › | BIOCRYST PHARMACEUTICALS INC | HOLD | — | 0.9% | -0.1% | 40.1 | 4,009,240 | +0 | 2 | — |
| ☆ALKS funds › | ALKERMES PLC | HOLD | — | 0.8% | +0.2% | 36.7 | 700,647 | +0 | 5 | — |
| ☆ACAD funds › | ACADIA PHARMACEUTICALS INC | HOLD | — | 0.8% | -0.0% | 36.4 | 1,438,198 | +0 | 4 | — |
| ☆ZLAB funds › | ZAI LAB LTD | HOLD | — | 0.8% | -0.1% | 36.1 | 1,902,320 | +0 | 5 | — |
| ☆MNKD funds › | MANNKIND CORP | ADD | — | 0.6% | +0.2% | 28.1 | 6,600,000 | +700,000 | 3 | — |
| ☆DSGN funds › | DESIGN THERAPEUTICS INC | NEW | — | 0.6% | +0.6% | 26.2 | 1,809,854 | +1,809,854 | 1 | — |
| ☆ACRS funds › | ACLARIS THERAPEUTICS INC | HOLD | — | 0.6% | +0.1% | 26.1 | 4,925,374 | +0 | 2 | — |
| ☆STTK funds › | SHATTUCK LABS INC | NEW | — | 0.6% | +0.6% | 26.0 | 3,750,000 | +3,750,000 | 1 | — |
| ☆KLRA funds › | KAILERA THERAPEUTICS INC | NEW | — | 0.5% | +0.5% | 24.2 | 1,100,000 | +1,100,000 | 1 | — |
| ☆GLUE funds › | MONTE ROSA THERAPEUTICS INC | HOLD | — | 0.5% | +0.1% | 24.2 | 1,000,000 | +0 | 2 | — |
| ☆LXEO funds › | LEXEO THERAPEUTICS INC | ADD | — | 0.5% | -0.2% | 22.5 | 4,824,725 | +400,000 | 5 | — |
| ☆RLAY funds › | RELAY THERAPEUTICS INC | NEW | — | 0.4% | +0.4% | 19.0 | 1,015,693 | +1,015,693 | 1 | — |
| ☆EOLS funds › | EVOLUS INC | HOLD | — | 0.4% | +0.1% | 18.3 | 2,630,665 | +0 | 5 | — |
| ☆IMCR funds › | IMMUNOCORE HLDGS PLC | HOLD | — | 0.3% | -0.0% | 15.4 | 484,782 | +0 | 5 | — |
| ☆VALN funds › | VALNEVA SE | HOLD | — | 0.3% | -0.1% | 12.0 | 2,291,666 | +0 | 5 | — |
| ☆CUSIP:N62509117 funds › | NEWAMSTERDAM PHARMA COMPANY | HOLD | — | 0.2% | -0.0% | 10.7 | 500,333 | +0 | 5 | — |
| ☆AUTL funds › | AUTOLUS THERAPEUTICS LTD | HOLD | — | 0.2% | -0.0% | 7.1 | 4,447,910 | +0 | 5 | — |
| ☆XLO funds › | XILIO THERAPEUTICS INC | HOLD | — | 0.1% | -0.0% | 4.0 | 422,505 | +0 | 2 | — |
| ☆IBIO funds › | IBIO INC | HOLD | — | 0.1% | -0.0% | 3.4 | 1,953,467 | +0 | 3 | — |
| ☆AGIO funds › | AGIOS PHARMACEUTICALS INC | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -1,256,080 | 0 | — |
| ☆CUSIP:483497103 funds › | KALVISTA PHARMACEUTICALS INC | EXIT | — | 0.0% | -2.6% | 0.0 | 0 | -4,961,108 | 0 | — |
| ☆RVMD funds › | REVOLUTION MEDICINES INC | EXIT | — | 0.0% | -1.7% | 0.0 | 0 | -675,686 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 4,592 | 41 | 0.13 | 74% | 0.085 | 0.892 | — | in |
| 2026Q1 | 3,887 | 38 | 0.16 | 73% | 0.082 | 0.856 | — | in |
| 2025Q4 | 3,723 | 40 | 0.19 | 71% | 0.073 | 0.768 | — | in |
| 2025Q3 | 3,337 | 47 | 0.12 | 69% | 0.071 | 0.848 | — | in |
| 2025Q2 | 2,501 | 49 | 0.15 | 68% | 0.068 | 0.791 | — | entered |
| 2025Q1 | 2,188 | 47 | 0.00 | 70% | 0.071 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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