Frazier Life Sciences Management, L.P.
PALO ALTO CA · SEC CIK 0001892134
$45.92亿2026Q2 申报市值
41持仓数
73.6%前十大占比 · 第一大 19.6%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PBLS 新建仓+$5,257.24万
ACHV 新建仓+$4,972.49万
NAMS 加仓+$3,880.84万
ALLO 加仓+$3,879.20万
STTK 新建仓+$2,602.50万
2026Q2 卖出最多 按季末市值估算
BBIO 减仓-$1.42亿
KALVISTA PHARMAC 清仓-$9,986.71万
RVMD 清仓-$6,571.05万
AGIO 清仓-$4,249.32万
TRVI 减仓-$1,865
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -4,961,108 | -100.0% | -$9,986.71万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -675,686 | -100.0% | -$6,571.05万 | 清仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,256,080 | -100.0% | -$4,249.32万 | 清仓 |
| — | IBIO INC | $341.86万 | 0.07% | 1,953,467 | 0 | 0.0% | — | 不变 |
| — | XILIO THERAPEUTICS INC | $404.76万 | 0.09% | 422,505 | 0 | 0.0% | — | 不变 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $711.67万 | 0.15% | 4,447,910 | 0 | 0.0% | — | 不变 |
| — | NEWAMSTERDAM PHARMA COMPANY | $1,069.21万 | 0.23% | 500,333 | 0 | 0.0% | — | 不变 |
| — | VALNEVA SE | $1,198.54万 | 0.26% | 2,291,666 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $1,539.18万 | 0.34% | 484,782 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC | $1,825.68万 | 0.40% | 2,630,665 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $1,900.36万 | 0.41% | 1,015,693 | 1,015,693 | — | $1,900.36万 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $2,245.91万 | 0.49% | 4,824,725 | 400,000 | 9.0% | $186.20万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $2,420.00万 | 0.53% | 1,000,000 | 0 | 0.0% | — | 不变 |
| KLRA | KAILERA THERAPEUTICS INC | $2,423.30万 | 0.53% | 1,100,000 | 1,100,000 | — | $2,423.30万 | 新建仓 |
| STTK | SHATTUCK LABS INC | $2,602.50万 | 0.57% | 3,750,000 | 3,750,000 | — | $2,602.50万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $2,605.52万 | 0.57% | 4,925,374 | 0 | 0.0% | — | 不变 |
| DSGN | DESIGN THERAPEUTICS INC | $2,618.86万 | 0.57% | 1,809,854 | 1,288,854 | 247.4% | $1,864.97万 | 重新持有 |
| MNKD | MANNKIND CORP | $2,811.60万 | 0.61% | 6,600,000 | 700,000 | 11.9% | $298.20万 | 加仓 |
| ZLAB | ZAI LAB LTD | $3,614.41万 | 0.79% | 1,902,320 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $3,638.64万 | 0.79% | 1,438,198 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $3,671.04万 | 0.80% | 700,647 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $4,009.24万 | 0.87% | 4,009,240 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS INC | $4,586.09万 | 1.00% | 728,644 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS INC | $4,668.91万 | 1.02% | 22,446,668 | 18,650,000 | 491.2% | $3,879.20万 | 加仓 |
| VOR | VOR BIOPHARMA INC | $4,683.39万 | 1.02% | 2,543,939 | 0 | 0.0% | — | 不变 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $4,972.49万 | 1.08% | 7,614,836 | 7,614,836 | — | $4,972.49万 | 新建仓 |
| AURA | AURA BIOSCIENCES INC | $5,041.00万 | 1.10% | 7,100,000 | 2,000,000 | 39.2% | $1,420.00万 | 加仓 |
| PBLS | PARABILIS MEDICINES INC | $5,257.24万 | 1.14% | 1,920,805 | 1,920,805 | — | $5,257.24万 | 新建仓 |
| SVRA | SAVARA INC | $5,988.04万 | 1.30% | 9,720,852 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $6,005.33万 | 1.31% | 225,155 | 91,822 | 68.9% | $2,449.08万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $7,003.00万 | 1.53% | 3,153,082 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $9,881.01万 | 2.15% | 1,159,879 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $9,909.39万 | 2.16% | 1,354,852 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $1.15亿 | 2.51% | 1,548,139 | -1,900,000 | -55.1% | -$1.42亿 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $1.35亿 | 2.94% | 882,400 | 0 | 0.0% | — | 不变 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $1.35亿 | 2.95% | 12,466,489 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC | $1.50亿 | 3.27% | 5,032,915 | 465,641 | 10.2% | $1,389.47万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $1.79亿 | 3.90% | 481,307 | 0 | 0.0% | — | 不变 |
| TRVI | TREVI THERAPEUTICS INC | $1.85亿 | 4.04% | 9,939,447 | -100 | -0.0% | -$1,865 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $2.59亿 | 5.64% | 9,874,511 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $3.67亿 | 8.00% | 6,652,013 | 0 | 0.0% | — | 不变 |
| ERAS | ERASCA INC | $4.58亿 | 9.96% | 24,975,188 | 300,000 | 1.2% | $549.60万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $6.13亿 | 13.35% | 18,088,902 | 1,145,128 | 6.8% | $3,880.84万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $8.99亿 | 19.58% | 7,679,684 | 0 | 0.0% | — | 不变 |