Frazier Life Sciences Management, L.P.
Q1 2023 13F-HR Holdings
Net value change ($000)
-227,279
(-14.1%)
New positions
8
Sold out positions
3
Turnover %
17.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2022
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| NAMS | 23,727 | 23.3% |
| BBIO | 19,426 | NEW |
| RVMD | 18,508 | NEW |
| ELVN | 18,199 | NEW |
| MIRM | 17,448 | 23.2% |
| Theseus Pharmaceuticals, Inc. | 13,001 | 186.7% |
| TYRA | 12,750 | 126.4% |
| MGNX | 12,212 | NEW |
| MORPHIC HLDG INC | 8,064 | NEW |
| JBIO | 6,820 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| Imago BioSciences, Inc. | -143,340 | -100.0% |
| Allakos Inc. | -35,398 | -87.7% |
| PHAT | -34,301 | -36.4% |
| ARQT | -33,000 | -25.7% |
| RYTM | -16,534 | -30.0% |
| SNDX | -16,059 | -17.0% |
| PCVX | -14,631 | -21.8% |
| VRNA | -14,452 | -19.6% |
| CHINOOK THERAPEUTICS, INC. | -13,254 | -11.6% |
| REPL | -13,210 | -52.1% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
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