Frazier Life Sciences Management, L.P.
โขCIK: 1892134โขFiling: Q4 2025
Frazier Life Sciences Management, L.P., led by co-founders and biotech veterans John Frazier and John Higgins, maintains a concentrated portfolio with a focus on early-stage biotech companies, currently managing $3.7 billion in assets across 40 positions. Notably, the fund has recently added RAPT, VOR, and MNKD, while exiting VRNA and RARE, and significantly increased positions in ACAD and RNAM, reflecting its strategy of capitalizing on high-growth potential in the biotech sector.
Total AUM
$3.7B
QoQ Performance
+11.6%
Positions
39
Top 10 Concentration
71.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NAMS
MIRM
ARQT
BBIO
MBX
PHAT
MAZE
NAMS16.0%
MIRM14.4%
ARQT7.7%
BBIO7.3%
MBX5.6%
PHAT5.6%
MAZE5.1%
TRVI3.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other100.0%
๐ช Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW5 new positions
โ6 increased
โ8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023