Frazier Life Sciences Management as of Dec. 31, 2025
Portfolio Holdings for Frazier Life Sciences Management
Frazier Life Sciences Management holds 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 16.0 | $594M | 17M | 35.08 | |
| Mirum Pharmaceuticals (MIRM) | 14.4 | $537M | 6.8M | 78.99 | |
| Arcutis Biotherapeutics (ARQT) | 7.7 | $287M | 9.9M | 29.04 | |
| Bridgebio Pharma (BBIO) | 7.3 | $271M | 3.5M | 76.49 | |
| Mbx Biosciences (MBX) | 5.6 | $210M | 6.7M | 31.54 | |
| Phathom Pharmaceuticals (PHAT) | 5.6 | $207M | 13M | 16.59 | |
| Maze Therapeatics (MAZE) | 5.1 | $189M | 4.6M | 41.43 | |
| Trevi Therapeutics (TRVI) | 3.4 | $128M | 10M | 12.52 | |
| Krystal Biotech (KRYS) | 3.2 | $120M | 489k | 246.54 | |
| Disc Medicine (IRON) | 2.7 | $100M | 1.3M | 79.41 | |
| Erasca (ERAS) | 2.3 | $85M | 23M | 3.72 | |
| Kalvista Pharmaceuticals (KALV) | 2.2 | $81M | 5.0M | 16.15 | |
| Palvella Therapeutics Inc Ne (PVLA) | 2.0 | $76M | 722k | 104.67 | |
| Avidity Biosciences Ord (RNA) | 1.9 | $71M | 983k | 72.13 | |
| Revolution Medicines (RVMD) | 1.7 | $64M | 798k | 79.65 | |
| Dyne Therapeutics (DYN) | 1.7 | $62M | 3.2M | 19.56 | |
| Tarsus Pharmaceuticals (TARS) | 1.6 | $60M | 729k | 81.88 | |
| Savara (SVRA) | 1.6 | $60M | 9.9M | 6.03 | |
| Cytokinetics Com New (CYTK) | 1.6 | $59M | 935k | 63.54 | |
| Abivax Sa Sponsored Ads (ABVX) | 1.4 | $51M | 378k | 134.85 | |
| Lexeo Therapeutics (LXEO) | 1.2 | $44M | 4.4M | 9.93 | |
| Agios Pharmaceuticals (AGIO) | 0.9 | $35M | 1.3M | 27.22 | |
| ACADIA Pharmaceuticals (ACAD) | 0.9 | $35M | 1.3M | 26.71 | |
| Zai Lab Adr (ZLAB) | 0.9 | $34M | 1.9M | 17.64 | |
| Rapt Therapeutics Com New (RAPT) | 0.9 | $33M | 983k | 33.87 | |
| Vor Biopharma Com New (VOR) | 0.9 | $33M | 2.5M | 13.08 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.8 | $28M | 133k | 213.24 | |
| Aura Biosciences (AURA) | 0.7 | $28M | 5.1M | 5.45 | |
| Mannkind Corp Com New (MNKD) | 0.6 | $24M | 4.2M | 5.67 | |
| Valneva Se Sponsored Ads (VALN) | 0.5 | $20M | 2.3M | 8.82 | |
| Alkermes SHS (ALKS) | 0.5 | $20M | 701k | 27.98 | |
| Evolus (EOLS) | 0.5 | $18M | 2.6M | 6.65 | |
| Immunocore Hldgs Ads (IMCR) | 0.4 | $13M | 385k | 34.71 | |
| Newamsterdam Pharma Company *w Exp 99/99/999 (NAMSW) | 0.3 | $12M | 500k | 23.00 | |
| Travere Therapeutics (TVTX) | 0.2 | $9.2M | 242k | 38.21 | |
| Autolus Therapeutics Spon Ads (AUTL) | 0.2 | $9.2M | 4.6M | 1.99 | |
| Allogene Therapeutics (ALLO) | 0.1 | $5.3M | 3.9M | 1.37 | |
| Design Therapeutics (DSGN) | 0.1 | $4.9M | 521k | 9.38 | |
| Xilio Therapeutics (XLO) | 0.1 | $3.8M | 5.9M | 0.64 | |
| Ibio Com New (IBIO) | 0.1 | $3.8M | 2.0M | 1.93 |
