Frazier Life Sciences Management, L.P.

Q1 2025 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
47
Total value ($000)
$2,187,909
Net value change ($000)
-221,292 (-9.2%)
New positions
4
Sold out positions
7
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VRNA 62,388 39.7%
MAZE 45,460 NEW
MIRM 34,434 12.7%
BBIO 27,097 26.0%
TRVI 20,593 46.9%
RNAM 15,498 NEW
DYN 15,097 NEW
ARQT 15,023 12.3%
KALV 15,006 36.2%
ZLAB 12,649 NEW
Top Reduces (Value $000, Stocks/ETFs)
NAMS -79,149 -19.3%
RYTM -68,718 -65.7%
MBX -66,138 -60.0%
EWTX -33,942 -100.0%
IRON -24,146 -21.7%
PCVX -23,788 -53.9%
ORIC -23,509 -74.9%
ANAB -20,836 -100.0%
PHAT -18,702 -22.8%
ERAS -17,744 -36.5%
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