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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001892134

Frazier Life Sciences Management, L.P.

Menlo Park, CA · File #028-22504

Latest AUM
$3.72B
Positions
40
Top-10 Concentration
71.0%
Filings
13

Sector Allocation

Healthcare
77.8%$2.90B

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NEWAMSTERDAM PHARMA COMPANYNAMSW16,943,774$594.4M15.96%
2MIRUM PHARMACEUTICALS INCMIRM6,795,121$536.7M14.42%
3ARCUTIS BIOTHERAPEUTICS INCARQT9,874,511$286.8M7.70%
4BRIDGEBIO PHARMA INCBBIO3,545,557$271.2M7.28%
5MBX BIOSCIENCES INCMBX6,652,013$209.8M5.64%
6PHATHOM PHARMACEUTICALS INCPHAT12,466,489$206.8M5.55%
7MAZE THERAPEUTICS INCMAZE4,567,274$189.2M5.08%
8TREVI THERAPEUTICS INCTRVI10,259,409$128.4M3.45%
9KRYSTAL BIOTECH INCKRYS488,460$120.4M3.23%
10DISC MEDICINE INCIRON1,260,000$100.1M2.69%
11ERASCA INCERAS22,729,436$84.6M2.27%
12KALVISTA PHARMACEUTICALS INCKALV5,039,867$81.4M2.19%
13PALVELLA THERAPEUTICS INC NEPVLA722,400$75.6M2.03%
14AVIDITY BIOSCIENCES INC05370A108983,125$70.9M1.90%
15REVOLUTION MEDICINES INCRVMDW797,455$63.5M1.71%
16DYNE THERAPEUTICS INCDYN3,153,082$61.7M1.66%
17TARSUS PHARMACEUTICALS INCTARS728,644$59.7M1.60%
18SAVARA INCSVRA9,862,301$59.5M1.60%
19CYTOKINETICS INCCYTK934,642$59.4M1.60%
20ABIVAX SAAAVXF378,300$51.0M1.37%