Frazier Life Sciences Management
Frazier Life Sciences Management reported 41 stocks worth $4.6B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MIRM (19.6%), NAMS (13.3%) and ERAS (10.0%). Compared with Q1 2026, the fund opened new positions in PBLS, ACHV and DSGN, added to NAMS, ERAS and MAZE, trimmed BBIO and sold out of RVMD and AGIO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MIRM Mirum Pharmaceuticals Inc | $899M | 19.6% | 7.7M | No change | 8 of 8 | |
| 2 |  NAMS Newamsterdam Pharma Company | $613M | 13.3% | 18.1M | +1.1M (+7%) | 8 of 8 | |
| 3 |  ERAS Erasca Inc | $458M | 10.0% | 25M | +300K (+1%) | 8 of 8 | |
| 4 |  MBX Mbx Biosciences Inc | $367M | 8.0% | 6.7M | No change | 8 of 8 | |
| 5 |  ARQT Arcutis Biotherapeutics Inc | $259M | 5.6% | 9.9M | No change | 8 of 8 | |
| 6 |  TRVI Trevi Therapeutics Inc | $185M | 4.0% | 9.9M | No change | 8 of 8 | |
| 7 |  KRYS Krystal Biotech Inc | $179M | 3.9% | 481K | No change | 8 of 8 | |
| 8 |  MAZE Maze Therapeutics Inc | $150M | 3.3% | 5M | +466K (+10%) | 6 of 8 | |
| 9 |  PHAT Phathom Pharmaceuticals Inc | $135M | 3.0% | 12.5M | No change | 8 of 8 | |
| 10 |  PVLA Palvella Therapeutics Inc NE | $135M | 2.9% | 882K | No change | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Frazier Life Sciences Management 13F FAQ
What does Frazier Life Sciences Management own?
Frazier Life Sciences Management reported 41 stocks worth $4.6B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MIRM (19.6%), NAMS (13.3%) and ERAS (10.0%). The table above lists every position in the filing (the top 10 without an account).
What did Frazier Life Sciences Management buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 8 added to, 1 trimmed and 3 sold out. New positions include PBLS, ACHV and DSGN. It sold all of RVMD and AGIO.
When will Frazier Life Sciences Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Frazier Life Sciences Management's portfolio worth?
The Q2 2026 filing reports $4.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.