Filed: 5/15/2025ACC: 0001892134-25-000005
📋 What this filing means
FRAZIER LIFE SCIENCES MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $2.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$2.19B
Total AUM (reported)
169.29M
Total Shares
Allocation by class
COM$1.53B70.1%
ORDINARY SHARES$329.90M15.1%
SPONSORED ADS$219.54M10.0%
SHS$25.48M1.2%
SPON ADS$24.76M1.1%
SPONSORED ADR$20.78M0.9%
ADR$12.65M0.6%
Portfolio Concentration
Top 3$855.56M39.1%
4–10$679.73M31.1%
11–25$469.97M21.5%
Rest$182.64M8.3%
Top 3 weight
39.1%
Top 10 weight
70.2%
Voting Authority Distribution
Total shares with voting rights: 169.29M
Sole
Full voting authority
169.29M
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)
Sole47
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings47
Rows:
NEWAMSTERDAM PHARMA COMPANY
SOLEShares16.12M
TypeSH
Market value$329.90M
15.08%
Sole
16.12M
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares6.80M
TypeSH
Market value$306.12M
13.99%
Sole
6.80M
Shared
0.00
None
0.00
VERONA PHARMA PLC
SOLEShares3.46M
TypeSH
Market value$219.54M
10.03%
Sole
3.46M
Shared
0.00
None
0.00
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares8.79M
TypeSH
Market value$137.40M
6.28%
Sole
8.79M
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares3.80M
TypeSH
Market value$131.38M
6.00%
Sole
3.80M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares688.46K
TypeSH
Market value$124.13M
5.67%
Sole
688.46K
Shared
0.00
None
0.00
DISC MEDICINE INC
SOLEShares1.75M
TypeSH
Market value$87.11M
3.98%
Sole
1.75M
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares1.40M
TypeSH
Market value$71.79M
3.28%
Sole
1.40M
Shared
0.00
None
0.00
TREVI THERAPEUTICS INC
SOLEShares10.26M
TypeSH
Market value$64.53M
2.95%
Sole
10.26M
Shared
0.00
None
0.00
PHATHOM PHARMACEUTICALS INC
SOLEShares10.11M
TypeSH
Market value$63.39M
2.90%
Sole
10.11M
Shared
0.00
None
0.00
KALVISTA PHARMACEUTICALS INC
SOLEShares4.89M
TypeSH
Market value$56.41M
2.58%
Sole
4.89M
Shared
0.00
None
0.00
MAZE THERAPEUTICS INC
SOLEShares4.13M
TypeSH
Market value$45.46M
2.08%
Sole
4.13M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares5.99M
TypeSH
Market value$44.17M
2.02%
Sole
5.99M
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares678.76K
TypeSH
Market value$35.95M
1.64%
Sole
678.76K
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares499.16K
TypeSH
Market value$35.66M
1.63%
Sole
499.16K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares997.46K
TypeSH
Market value$35.27M
1.61%
Sole
997.46K
Shared
0.00
None
0.00
SAVARA INC
SOLEShares11.46M
TypeSH
Market value$31.75M
1.45%
Sole
11.46M
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares1.07M
TypeSH
Market value$31.35M
1.43%
Sole
1.07M
Shared
0.00
None
0.00
ERASCA INC
SOLEShares22.58M
TypeSH
Market value$30.93M
1.41%
Sole
22.58M
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares658.72K
TypeSH
Market value$23.85M
1.09%
Sole
658.72K
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares133.33K
TypeSH
Market value$20.78M
0.95%
Sole
133.33K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares539.40K
TypeSH
Market value$20.37M
0.93%
Sole
539.40K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares601.13K
TypeSH
Market value$19.85M
0.91%
Sole
601.13K
Shared
0.00
None
0.00
PALVELLA THERAPEUTICS INC NE
SOLEShares690.01K
TypeSH
Market value$19.31M
0.88%
Sole
690.01K
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares770K
TypeSH
Market value$18.86M
0.86%
Sole
770K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEWAMSTERDAM PHARMA COMPANYSOLE | ORDINARY SHARES | 16.12M | SH | $329.90M 15.08% | 16.12M | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 6.80M | SH | $306.12M 13.99% | 6.80M | 0.00 | 0.00 |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 3.46M | SH | $219.54M 10.03% | 3.46M | 0.00 | 0.00 |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 8.79M | SH | $137.40M 6.28% | 8.79M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 3.80M | SH | $131.38M 6.00% | 3.80M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 688.46K | SH | $124.13M 5.67% | 688.46K | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 1.75M | SH | $87.11M 3.98% | 1.75M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 1.40M | SH | $71.79M 3.28% | 1.40M | 0.00 | 0.00 |
TREVI THERAPEUTICS INCSOLE | COM | 10.26M | SH | $64.53M 2.95% | 10.26M | 0.00 | 0.00 |
PHATHOM PHARMACEUTICALS INCSOLE | COM | 10.11M | SH | $63.39M 2.90% | 10.11M | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 4.89M | SH | $56.41M 2.58% | 4.89M | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 4.13M | SH | $45.46M 2.08% | 4.13M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 5.99M | SH | $44.17M 2.02% | 5.99M | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 678.76K | SH | $35.95M 1.64% | 678.76K | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 499.16K | SH | $35.66M 1.63% | 499.16K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 997.46K | SH | $35.27M 1.61% | 997.46K | 0.00 | 0.00 |
SAVARA INCSOLE | COM | 11.46M | SH | $31.75M 1.45% | 11.46M | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 1.07M | SH | $31.35M 1.43% | 1.07M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 22.58M | SH | $30.93M 1.41% | 22.58M | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 658.72K | SH | $23.85M 1.09% | 658.72K | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 133.33K | SH | $20.78M 0.95% | 133.33K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 539.40K | SH | $20.37M 0.93% | 539.40K | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 601.13K | SH | $19.85M 0.91% | 601.13K | 0.00 | 0.00 |
PALVELLA THERAPEUTICS INC NESOLE | COM | 690.01K | SH | $19.31M 0.88% | 690.01K | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 770K | SH | $18.86M 0.86% | 770K | 0.00 | 0.00 |
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