Filed: 2/18/2025ACC: 0001892134-25-000001
📋 What this filing means
FRAZIER LIFE SCIENCES MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $2.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$2.41B
Total AUM (reported)
165.39M
Total Shares
Allocation by class
COM$1.74B72.2%
ORDINARY SHARES$409.05M17.0%
SPONSORED ADS$157.15M6.5%
SHS$32.56M1.4%
SPON ADS$28.71M1.2%
SPONSORED ADR$18.36M0.8%
ADS$11.11M0.5%
Portfolio Concentration
Top 3$837.89M34.8%
4–10$764.32M31.7%
11–25$554.98M23.0%
Rest$252.01M10.5%
Top 3 weight
34.8%
Top 10 weight
66.5%
Voting Authority Distribution
Total shares with voting rights: 165.39M
Sole
Full voting authority
165.39M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:
NEWAMSTERDAM PHARMA COMPANY
SOLEShares15.92M
TypeSH
Market value$409.05M
16.98%
Sole
15.92M
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares6.57M
TypeSH
Market value$271.69M
11.28%
Sole
6.57M
Shared
0.00
None
0.00
VERONA PHARMA PLC
SOLEShares3.38M
TypeSH
Market value$157.15M
6.52%
Sole
3.38M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares788.46K
TypeSH
Market value$123.52M
5.13%
Sole
788.46K
Shared
0.00
None
0.00
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares8.79M
TypeSH
Market value$122.38M
5.08%
Sole
8.79M
Shared
0.00
None
0.00
DISC MEDICINE INC
SOLEShares1.75M
TypeSH
Market value$111.26M
4.62%
Sole
1.75M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares5.99M
TypeSH
Market value$110.31M
4.58%
Sole
5.99M
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares1.87M
TypeSH
Market value$104.67M
4.34%
Sole
1.87M
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares3.80M
TypeSH
Market value$104.28M
4.33%
Sole
3.80M
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares1.59M
TypeSH
Market value$87.90M
3.65%
Sole
1.59M
Shared
0.00
None
0.00
PHATHOM PHARMACEUTICALS INC
SOLEShares10.11M
TypeSH
Market value$82.09M
3.41%
Sole
10.11M
Shared
0.00
None
0.00
ERASCA INC
SOLEShares19.39M
TypeSH
Market value$48.67M
2.02%
Sole
19.39M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares539.40K
TypeSH
Market value$44.16M
1.83%
Sole
539.40K
Shared
0.00
None
0.00
TREVI THERAPEUTICS INC
SOLEShares10.66M
TypeSH
Market value$43.94M
1.82%
Sole
10.66M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares997.46K
TypeSH
Market value$43.63M
1.81%
Sole
997.46K
Shared
0.00
None
0.00
KALVISTA PHARMACEUTICALS INC
SOLEShares4.89M
TypeSH
Market value$41.40M
1.72%
Sole
4.89M
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares1.07M
TypeSH
Market value$35.15M
1.46%
Sole
1.07M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares1.27M
TypeSH
Market value$33.94M
1.41%
Sole
1.27M
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares699.16K
TypeSH
Market value$31.43M
1.30%
Sole
699.16K
Shared
0.00
None
0.00
ORIC PHARMACEUTICALS INC
SOLEShares3.89M
TypeSH
Market value$31.38M
1.30%
Sole
3.89M
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares658.72K
TypeSH
Market value$27.71M
1.15%
Sole
658.72K
Shared
0.00
None
0.00
SAVARA INC
SOLEShares8.66M
TypeSH
Market value$26.59M
1.10%
Sole
8.66M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares770K
TypeSH
Market value$22.08M
0.92%
Sole
770K
Shared
0.00
None
0.00
HILLEVAX INC
SOLEShares10.62M
TypeSH
Market value$21.98M
0.91%
Sole
10.62M
Shared
0.00
None
0.00
ANAPTYSBIO INC
SOLEShares1.57M
TypeSH
Market value$20.84M
0.86%
Sole
1.57M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEWAMSTERDAM PHARMA COMPANYSOLE | ORDINARY SHARES | 15.92M | SH | $409.05M 16.98% | 15.92M | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 6.57M | SH | $271.69M 11.28% | 6.57M | 0.00 | 0.00 |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 3.38M | SH | $157.15M 6.52% | 3.38M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 788.46K | SH | $123.52M 5.13% | 788.46K | 0.00 | 0.00 |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 8.79M | SH | $122.38M 5.08% | 8.79M | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 1.75M | SH | $111.26M 4.62% | 1.75M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 5.99M | SH | $110.31M 4.58% | 5.99M | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 1.87M | SH | $104.67M 4.34% | 1.87M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 3.80M | SH | $104.28M 4.33% | 3.80M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 1.59M | SH | $87.90M 3.65% | 1.59M | 0.00 | 0.00 |
PHATHOM PHARMACEUTICALS INCSOLE | COM | 10.11M | SH | $82.09M 3.41% | 10.11M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 19.39M | SH | $48.67M 2.02% | 19.39M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 539.40K | SH | $44.16M 1.83% | 539.40K | 0.00 | 0.00 |
TREVI THERAPEUTICS INCSOLE | COM | 10.66M | SH | $43.94M 1.82% | 10.66M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 997.46K | SH | $43.63M 1.81% | 997.46K | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 4.89M | SH | $41.40M 1.72% | 4.89M | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 1.07M | SH | $35.15M 1.46% | 1.07M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 1.27M | SH | $33.94M 1.41% | 1.27M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 699.16K | SH | $31.43M 1.30% | 699.16K | 0.00 | 0.00 |
ORIC PHARMACEUTICALS INCSOLE | COM | 3.89M | SH | $31.38M 1.30% | 3.89M | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 658.72K | SH | $27.71M 1.15% | 658.72K | 0.00 | 0.00 |
SAVARA INCSOLE | COM | 8.66M | SH | $26.59M 1.10% | 8.66M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 770K | SH | $22.08M 0.92% | 770K | 0.00 | 0.00 |
HILLEVAX INCSOLE | COM | 10.62M | SH | $21.98M 0.91% | 10.62M | 0.00 | 0.00 |
ANAPTYSBIO INCSOLE | COM | 1.57M | SH | $20.84M 0.86% | 1.57M | 0.00 | 0.00 |
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