Frazier Life Sciences Management, L.P.

Q4 2024 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
12/31/2024
Date filed
2/18/2025
Form type
13F-HR
Num holdings
50
Total value ($000)
$2,409,201
Net value change ($000)
-85,799 (-3.4%)
New positions
3
Sold out positions
6
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/15/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
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 195,656 91.7%
VRNA 59,795 61.4%
ARQT 40,676 49.8%
TARS 35,687 68.3%
IRON 25,023 29.0%
TRVI 19,286 78.2%
MIRM 15,441 6.0%
PLRX 14,761 NEW
BBIO 8,544 8.9%
PVLA 7,847 NEW
Top Reduces (Value $000, Stocks/ETFs)
PHAT -100,689 -55.1%
KRYS -56,409 -31.4%
PCVX -56,334 -56.1%
ANAB -53,172 -71.8%
MBX -45,189 -29.1%
EWTX -41,667 -55.1%
RYTM -21,952 -17.3%
TYRA -17,186 -100.0%
SLN -12,979 -62.2%
SLNO -12,785 -28.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type