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Frazier Life Sciences Management, L.P.

报告期 2026-03-31 · CIK 0001892134

持仓数

38

前50大市值合计

$3.89B

报告期

2026-03-31

当前持仓调仓

前 38 大持仓

标的

类型

市值

股数

占比*

MIRM MIRUM PHARMACEUTICALS INC

COM

$709.4M

7,679,684

18.3%

— NEWAMSTERDAM PHARMA COMPANY

ORDINARY SHARES

$542.4M

16,943,774

14.0%

ERAS ERASCA INC

COM

$399.2M

24,675,188

10.3%

BBIO BRIDGEBIO PHARMA INC

COM

$256.1M

3,448,139

6.6%

ARQT ARCUTIS BIOTHERAPEUTICS INC

COM

$232.6M

9,874,511

6.0%

MBX MBX BIOSCIENCES INC

COM

$198.6M

6,652,013

5.1%

PHAT PHATHOM PHARMACEUTICALS INC

COM

$138.5M

12,466,489

3.6%

MAZE MAZE THERAPEUTICS INC

COM

$136.3M

4,567,274

3.5%

KRYS KRYSTAL BIOTECH INC

COM

$124.3M

481,307

3.2%

TRVI TREVI THERAPEUTICS INC

COM

$118.6M

9,939,547

3.1%

PVLA PALVELLA THERAPEUTICS INC NE

COM

$110.0M

882,400

2.8%

— KALVISTA PHARMACEUTICALS INC

COM

$99.9M

4,961,108

2.6%

IRON DISC MEDICINE INC

COM

$86.6M

1,354,852

2.2%

CYTK CYTOKINETICS INC

COM NEW

$76.4M

1,159,879

2.0%

RVMD REVOLUTION MEDICINES INC

COM

$65.7M

675,686

1.7%

DYN DYNE THERAPEUTICS INC

COM

$57.2M

3,153,082

1.5%

SVRA SAVARA INC

COM

$53.1M

9,720,852

1.4%

TARS TARSUS PHARMACEUTICALS INC

COM

$51.1M

728,644

1.3%

VOR VOR BIOPHARMA INC

COM NEW

$45.4M

2,543,939

1.2%

AGIO AGIOS PHARMACEUTICALS INC

COM

$42.5M

1,256,080

1.1%

BCRX BIOCRYST PHARMACEUTICALS INC

COM

$38.2M

4,009,240

1.0%

ZLAB ZAI LAB LTD

ADR

$35.8M

1,902,320

0.9%

AURA AURA BIOSCIENCES INC

COM

$34.1M

5,100,000

0.9%

ACAD ACADIA PHARMACEUTICALS INC

COM

$32.0M

1,438,198

0.8%

— ASCENDIS PHARMA A/S

SPONSORED ADR

$30.5M

133,333

0.8%

LXEO LEXEO THERAPEUTICS INC

COM

$25.4M

4,424,725

0.7%

— ALKERMES PLC

SHS

$24.8M

700,647

0.6%

ACRS ACLARIS THERAPEUTICS INC

COM

$18.5M

4,925,374

0.5%

GLUE MONTE ROSA THERAPEUTICS INC

COM

$16.4M

1,000,000

0.4%

IMCR IMMUNOCORE HLDGS PLC

ADS

$14.6M

484,782

0.4%

MNKD MANNKIND CORP

COM NEW

$14.5M

5,900,000

0.4%

VALN VALNEVA SE

SPONSORED ADS

$14.3M

2,291,666

0.4%

EOLS EVOLUS INC

COM

$10.8M

2,630,665

0.3%

— NEWAMSTERDAM PHARMA COMPANY

*W EXP 99/99/999

$10.0M

500,333

0.3%

ALLO ALLOGENE THERAPEUTICS INC

COM

$9.3M

3,796,668

0.2%

AUTL AUTOLUS THERAPEUTICS LTD

SPON ADS

$6.1M

4,447,910

0.2%

IBIO IBIO INC

COM NEW

$3.7M

1,953,467

0.1%

XLO XILIO THERAPEUTICS INC

COM

$3.6M

422,505

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

60%前 6 大占比

MIRM18.3%NEWAMSTERDAM PHARMA COMPANY14.0%ERAS10.3%BBIO6.6%ARQT6.0%MBX5.1%

Frazier Life Sciences Management, L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心