StockDriftsStockDriftsTop 38 Frazier Life Sciences Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MIRM | MIRUM PHARMACEUTICALS INC | 19.58% | 7.68M | $899.1M | +0.00%(+0) | $30.66(+228.24%) | 2026-06-30 | |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 13.35% | 18.09M | $613.0M | +6.76%(+1.15M) | $14.82(+81.99%) | 2026-06-30 | |
| ERAS | ERASCA INC | 9.96% | 24.98M | $457.5M | +1.22%(+300.00K) | $2.99(+514.84%) | 2026-06-30 | |
| MBX | MBX BIOSCIENCES INC | 8% | 6.65M | $367.2M | +0.00%(+0) | $24.82(+176.21%) | 2026-06-30 | |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 5.64% | 9.87M | $258.9M | +0.00%(+0) | $19.28(+35.81%) | 2026-06-30 | |
| TRVI | TREVI THERAPEUTICS INC | 4.04% | 9.94M | $185.4M | -0.00%(-100) | $2.63(+602.46%) | 2026-06-30 | |
| KRYS | KRYSTAL BIOTECH INC | 3.9% | 481.3K | $178.9M | +0.00%(+0) | $69.22(+380.04%) | 2026-06-30 | |
| MAZE | MAZE THERAPEUTICS INC | 3.27% | 5.03M | $150.2M | +10.20%(+465.64K) | $12.79(+112.57%) | 2026-06-30 | |
| PHAT | PHATHOM PHARMACEUTICALS INC | 2.95% | 12.47M | $135.3M | +0.00%(+0) | $12.77(-25.77%) | 2026-06-30 | |
| PVLA | PALVELLA THERAPEUTICS INC NE | 2.94% | 882.4K | $134.8M | +0.00%(+0) | $33.13(+371.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +39.86% | +173.56% | — | — | +161.96% |
| Top 20 Holdings Unweighted | +43.23% | +193.81% | — | — | +181.15% |
Frazier Life Sciences Management L P reports $4.59B in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are MIRM (19.6%), NAMS (13.3%) and ERAS (10.0%). The top 20 holdings account for 88.81% of reported assets. Its disclosed equity book has returned +173.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Frazier Life Sciences Management L P, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Frazier Life Sciences Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1892134). View Frazier Life Sciences Management L P’s 13F filings on SEC