Frazier Life Sciences Management, L.P.

Q2 2026 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$4,592,077
Net value change ($000)
+705,550 (18.2%)
New positions
6
Sold out positions
3
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MIRM 189,612 26.7%
MBX 168,628 84.9%
NAMS 70,663 13.0%
TRVI 66,792 56.3%
ERAS 58,300 14.6%
KRYS 54,556 43.9%
PARABILIS MEDICINES INC 52,572 NEW
ACHV 49,725 NEW
ALLO 37,425 404.0%
ASND 29,556 96.9%
Top Reduces (Value $000, Stocks/ETFs)
BBIO -140,754 -55.0%
KALV -99,867 -100.0%
RVMD -65,710 -100.0%
AGIO -42,493 -100.0%
TARS -5,253 -10.3%
PHAT -3,242 -2.3%
LXEO -2,939 -11.6%
VALN -2,338 -16.3%
IBIO -293 -7.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type