Frazier Life Sciences Management, L.P.
Q2 2023 13F-HR Holdings
Net value change ($000)
+293,357
(21.2%)
New positions
4
Sold out positions
5
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2023
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)
| PHAT | 84,738 | 141.2% |
| CHINOOK THERAPEUTICS, INC. | 66,356 | 66.0% |
| KRYS | 40,568 | 53.6% |
| IRON | 29,082 | NEW |
| MIRM | 20,076 | 21.7% |
| ORIC | 16,629 | NEW |
| BBIO | 14,783 | 76.1% |
| JBIO | 10,242 | 150.2% |
| REATA PHARMACEUTICALS INC | 10,240 | NEW |
| TARS | 9,832 | 43.8% |
Top Reduces (Value $000, Stocks/ETFs)
| ARQT | -12,766 | -13.4% |
| VectivBio Holding AG | -11,629 | -100.0% |
| Gritstone bio, Inc. | -9,668 | -67.4% |
| RNAM | -7,675 | -100.0% |
| COGT | -5,521 | -23.7% |
| ZYME | -5,514 | -100.0% |
| TYRA | -5,333 | -23.3% |
| Allakos Inc. | -4,951 | -100.0% |
| STRO | -4,580 | -55.8% |
| IMVT | -3,394 | -37.4% |
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 |
|---|