Frazier Life Sciences Management, L.P.
PALO ALTO CA · SEC CIK 0001892134
$38.87亿2026Q1 申报市值
38持仓数
73.5%前十大占比 · 第一大 18.3%
4 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MIRM 加仓+$8,171.59万
BCRX 新建仓+$3,816.80万
ERAS 加仓+$3,148.23万
PVLA 加仓+$1,994.40万
ACRS 新建仓+$1,847.02万
2026Q1 卖出最多 按季末市值估算
AVIDITY BIOSCIEN 清仓-$7,091.28万
ABVX 清仓-$5,101.56万
RAPT THERAPEUTIC 清仓-$3,330.55万
RVMD 减仓-$1,184.20万
TVTX 清仓-$923.12万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -983,125 | -100.0% | -$7,091.28万 | 清仓 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | -378,300 | -100.0% | -$5,101.56万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -983,333 | -100.0% | -$3,330.55万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -241,592 | -100.0% | -$923.12万 | 清仓 |
| DSGN | DESIGN THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | XILIO THERAPEUTICS INC | $0 | 0.00% | 0 | -5,915,091 | -100.0% | -$378.68万 | 清仓 |
| — | XILIO THERAPEUTICS INC | $355.33万 | 0.09% | 422,505 | 422,505 | — | $355.33万 | 新建仓 |
| — | IBIO INC | $371.16万 | 0.10% | 1,953,467 | 0 | 0.0% | — | 不变 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $613.81万 | 0.16% | 4,447,910 | -175,414 | -3.8% | -$24.21万 | 减仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $926.39万 | 0.24% | 3,796,668 | -72,082 | -1.9% | -$17.59万 | 减仓 |
| — | NEWAMSTERDAM PHARMA COMPANY | $1,002.67万 | 0.26% | 500,333 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC | $1,081.20万 | 0.28% | 2,630,665 | 0 | 0.0% | — | 不变 |
| — | VALNEVA SE | $1,432.29万 | 0.37% | 2,291,666 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $1,445.50万 | 0.37% | 5,900,000 | 1,675,000 | 39.6% | $410.38万 | 加仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $1,461.62万 | 0.38% | 484,782 | 100,000 | 26.0% | $301.50万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $1,645.00万 | 0.42% | 1,000,000 | 1,000,000 | — | $1,645.00万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $1,847.02万 | 0.48% | 4,925,374 | 4,925,374 | — | $1,847.02万 | 新建仓 |
| ALKS | ALKERMES PLC | $2,477.49万 | 0.64% | 700,647 | 0 | 0.0% | — | 不变 |
| LXEO | LEXEO THERAPEUTICS INC | $2,539.79万 | 0.65% | 4,424,725 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $3,049.73万 | 0.78% | 133,333 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $3,201.43万 | 0.82% | 1,438,198 | 141,000 | 10.9% | $313.87万 | 加仓 |
| AURA | AURA BIOSCIENCES INC | $3,411.90万 | 0.88% | 5,100,000 | 0 | 0.0% | — | 不变 |
| ZLAB | ZAI LAB LTD | $3,578.26万 | 0.92% | 1,902,320 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $3,816.80万 | 0.98% | 4,009,240 | 4,009,240 | — | $3,816.80万 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $4,249.32万 | 1.09% | 1,256,080 | -23,674 | -1.8% | -$80.09万 | 减仓 |
| VOR | VOR BIOPHARMA INC | $4,538.39万 | 1.17% | 2,543,939 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS INC | $5,111.44万 | 1.32% | 728,644 | 0 | 0.0% | — | 不变 |
| SVRA | SAVARA INC | $5,307.59万 | 1.37% | 9,720,852 | -141,449 | -1.4% | -$77.23万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $5,716.54万 | 1.47% | 3,153,082 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $6,571.05万 | 1.69% | 675,686 | -121,769 | -15.3% | -$1,184.20万 | 减仓 |
| CYTK | CYTOKINETICS INC | $7,644.76万 | 1.97% | 1,159,879 | 225,237 | 24.1% | $1,484.54万 | 加仓 |
| IRON | DISC MEDICINE INC | $8,662.92万 | 2.23% | 1,354,852 | 94,852 | 7.5% | $606.48万 | 加仓 |
| — | KALVISTA PHARMACEUTICALS INC | $9,986.71万 | 2.57% | 4,961,108 | -78,759 | -1.6% | -$158.54万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $1.10亿 | 2.83% | 882,400 | 160,000 | 22.1% | $1,994.40万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $1.19亿 | 3.05% | 9,939,547 | -319,862 | -3.1% | -$381.60万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $1.24亿 | 3.20% | 481,307 | -7,153 | -1.5% | -$184.78万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $1.36亿 | 3.51% | 4,567,274 | 0 | 0.0% | — | 不变 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $1.39亿 | 3.56% | 12,466,489 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $1.99亿 | 5.11% | 6,652,013 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $2.33亿 | 5.99% | 9,874,511 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $2.56亿 | 6.59% | 3,448,139 | -97,418 | -2.7% | -$723.43万 | 减仓 |
| ERAS | ERASCA INC | $3.99亿 | 10.27% | 24,675,188 | 1,945,752 | 8.6% | $3,148.23万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $5.42亿 | 13.96% | 16,943,774 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $7.09亿 | 18.25% | 7,679,684 | 884,563 | 13.0% | $8,171.59万 | 加仓 |