Filed: 8/14/2026ACC: 0001892134-26-000003
📋 What this filing means
FRAZIER LIFE SCIENCES MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $4.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$4.59B
Total AUM (reported)
201.40M
Total Shares
Allocation by class
COM$3.60B78.4%
ORDINARY SHARES$613.03M13.3%
COM NEW$177.18M3.9%
SPONSORED ADR$60.05M1.3%
SHS$36.71M0.8%
ADR$36.14M0.8%
COMMON STOCK$24.23M0.5%
Portfolio Concentration
Top 3$1.97B42.9%
4–10$1.41B30.7%
11–25$908.45M19.8%
Rest$303.33M6.6%
Top 3 weight
42.9%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 201.40M
Sole
Full voting authority
201.40M
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)
Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:
MIRUM PHARMACEUTICALS INC
SOLEShares7.68M
TypeSH
Market value$899.06M
19.58%
Sole
7.68M
Shared
0.00
None
0.00
NEWAMSTERDAM PHARMA COMPANY
SOLEShares18.09M
TypeSH
Market value$613.03M
13.35%
Sole
18.09M
Shared
0.00
None
0.00
ERASCA INC
SOLEShares24.98M
TypeSH
Market value$457.55M
9.96%
Sole
24.98M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares6.65M
TypeSH
Market value$367.19M
8.00%
Sole
6.65M
Shared
0.00
None
0.00
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares9.87M
TypeSH
Market value$258.91M
5.64%
Sole
9.87M
Shared
0.00
None
0.00
TREVI THERAPEUTICS INC
SOLEShares9.94M
TypeSH
Market value$185.37M
4.04%
Sole
9.94M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares481.31K
TypeSH
Market value$178.89M
3.90%
Sole
481.31K
Shared
0.00
None
0.00
MAZE THERAPEUTICS INC
SOLEShares5.03M
TypeSH
Market value$150.18M
3.27%
Sole
5.03M
Shared
0.00
None
0.00
PHATHOM PHARMACEUTICALS INC
SOLEShares12.47M
TypeSH
Market value$135.26M
2.95%
Sole
12.47M
Shared
0.00
None
0.00
PALVELLA THERAPEUTICS INC NE
SOLEShares882.40K
TypeSH
Market value$134.85M
2.94%
Sole
882.40K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares1.55M
TypeSH
Market value$115.31M
2.51%
Sole
1.55M
Shared
0.00
None
0.00
DISC MEDICINE INC
SOLEShares1.35M
TypeSH
Market value$99.09M
2.16%
Sole
1.35M
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares1.16M
TypeSH
Market value$98.81M
2.15%
Sole
1.16M
Shared
0.00
None
0.00
DYNE THERAPEUTICS INC
SOLEShares3.15M
TypeSH
Market value$70.03M
1.53%
Sole
3.15M
Shared
0.00
None
0.00
ASCENDIS PHARMA A/S
SOLEShares225.16K
TypeSH
Market value$60.05M
1.31%
Sole
225.16K
Shared
0.00
None
0.00
SAVARA INC
SOLEShares9.72M
TypeSH
Market value$59.88M
1.30%
Sole
9.72M
Shared
0.00
None
0.00
PARABILIS MEDICINES INC
SOLEShares1.92M
TypeSH
Market value$52.57M
1.14%
Sole
1.92M
Shared
0.00
None
0.00
AURA BIOSCIENCES INC
SOLEShares7.10M
TypeSH
Market value$50.41M
1.10%
Sole
7.10M
Shared
0.00
None
0.00
ACHIEVE LIFE SCIENCE INC
SOLEShares7.61M
TypeSH
Market value$49.72M
1.08%
Sole
7.61M
Shared
0.00
None
0.00
VOR BIOPHARMA INC
SOLEShares2.54M
TypeSH
Market value$46.83M
1.02%
Sole
2.54M
Shared
0.00
None
0.00
ALLOGENE THERAPEUTICS INC
SOLEShares22.45M
TypeSH
Market value$46.69M
1.02%
Sole
22.45M
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares728.64K
TypeSH
Market value$45.86M
1.00%
Sole
728.64K
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares4.01M
TypeSH
Market value$40.09M
0.87%
Sole
4.01M
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares700.65K
TypeSH
Market value$36.71M
0.80%
Sole
700.65K
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares1.44M
TypeSH
Market value$36.39M
0.79%
Sole
1.44M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MIRUM PHARMACEUTICALS INCSOLE | COM | 7.68M | SH | $899.06M 19.58% | 7.68M | 0.00 | 0.00 |
NEWAMSTERDAM PHARMA COMPANYSOLE | ORDINARY SHARES | 18.09M | SH | $613.03M 13.35% | 18.09M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 24.98M | SH | $457.55M 9.96% | 24.98M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 6.65M | SH | $367.19M 8.00% | 6.65M | 0.00 | 0.00 |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 9.87M | SH | $258.91M 5.64% | 9.87M | 0.00 | 0.00 |
TREVI THERAPEUTICS INCSOLE | COM | 9.94M | SH | $185.37M 4.04% | 9.94M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 481.31K | SH | $178.89M 3.90% | 481.31K | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 5.03M | SH | $150.18M 3.27% | 5.03M | 0.00 | 0.00 |
PHATHOM PHARMACEUTICALS INCSOLE | COM | 12.47M | SH | $135.26M 2.95% | 12.47M | 0.00 | 0.00 |
PALVELLA THERAPEUTICS INC NESOLE | COM | 882.40K | SH | $134.85M 2.94% | 882.40K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 1.55M | SH | $115.31M 2.51% | 1.55M | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 1.35M | SH | $99.09M 2.16% | 1.35M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 1.16M | SH | $98.81M 2.15% | 1.16M | 0.00 | 0.00 |
DYNE THERAPEUTICS INCSOLE | COM | 3.15M | SH | $70.03M 1.53% | 3.15M | 0.00 | 0.00 |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 225.16K | SH | $60.05M 1.31% | 225.16K | 0.00 | 0.00 |
SAVARA INCSOLE | COM | 9.72M | SH | $59.88M 1.30% | 9.72M | 0.00 | 0.00 |
PARABILIS MEDICINES INCSOLE | COM | 1.92M | SH | $52.57M 1.14% | 1.92M | 0.00 | 0.00 |
AURA BIOSCIENCES INCSOLE | COM | 7.10M | SH | $50.41M 1.10% | 7.10M | 0.00 | 0.00 |
ACHIEVE LIFE SCIENCE INCSOLE | COM | 7.61M | SH | $49.72M 1.08% | 7.61M | 0.00 | 0.00 |
VOR BIOPHARMA INCSOLE | COM NEW | 2.54M | SH | $46.83M 1.02% | 2.54M | 0.00 | 0.00 |
ALLOGENE THERAPEUTICS INCSOLE | COM | 22.45M | SH | $46.69M 1.02% | 22.45M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 728.64K | SH | $45.86M 1.00% | 728.64K | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 4.01M | SH | $40.09M 0.87% | 4.01M | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 700.65K | SH | $36.71M 0.80% | 700.65K | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 1.44M | SH | $36.39M 0.79% | 1.44M | 0.00 | 0.00 |
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