According to its SEC 13F filed on Aug 14, 2026, Frazier Life Sciences reported 41 long positions worth $4.59B as of Jun 30, 2026. MIRM is 19.6% of the portfolio and the top 10 holdings are 74%. Against Q1 2026 it opened 6 new positions, added to 8, trimmed 1 and exited 3. 13 holdings have a dated FDA decision or data readout in the next 90 days, and 17 more expect one in a stated window such as "H2 2026".
Every position in the 13F, with the change since the fund's previous filing, how many of the 45 specialist funds also own it, and its next FDA catalyst. Option positions are labelled CALL or PUT.
| Stock | Company Name | Shares Held | Market Value | % of Portfolio | QoQ Change | Position Change | Also Held By | Stage | Next Catalyst |
|---|---|---|---|---|---|---|---|---|---|
MBX | MBX BIOSCIENCES INC | 6.65 M | 367.19 M | 8 | Unchanged | Clinical | Expected 2026 Phase 2a data readout | ||
ERAS | ERASCA INC | 24.98 M | 457.55 M | 10 | Added +1% | Clinical | Nov 20, 2026 Pre-clinical data presentation | ||
RLAY | RELAY THERAPEUTICS INC | 1.02 M | 19.00 M | 0.4 | New | Clinical | None in 90 days | ||
VOR | VOR BIOPHARMA INC | 2.54 M | 46.83 M | 1 | Unchanged | Clinical | None in 90 days | ||
DYN | DYNE THERAPEUTICS INC | 3.15 M | 70.03 M | 1.5 | Unchanged | Clinical | None in 90 days | ||
ACHV | ACHIEVE LIFE SCIENCE INC | 7.61 M | 49.72 M | 1.1 | New | Clinical | Expected Q4 2026 NDA Submission |
Size = share of the portfolio. Option positions show CALL or PUT.
All Stock Holdings ranks every biotech stock by how many of the 45 specialist funds own it, and whether that number rose or fell this quarter. Click "of 45 funds" on any row above, or open the full view.
41 stocks worth $4.59B at Jun 30, 2026, as reported in its 13F, led by MIRM (19.6% of the portfolio). The full list is in the Holdings table above.
Against Q1 2026: 6 new positions, 8 increases, 1 reductions and 3 full exits, from its 13F filings.
13F filings are due 45 days after each quarter ends, so they show positions at quarter end, not today. The next filing (Q3 2026) is due Nov 16, 2026.
Those are option positions (calls and puts). The 13F reports them as the shares underlying the option, with no strike or expiry, so they are listed apart from share positions.
Source: SEC EDGAR Form 13F-HR filed by Frazier Life Sciences Management, L.P., accession 0001892134-26-000003, filed Aug 14, 2026. Values as filed; option positions are shown at the value of the underlying shares and labelled CALL or PUT.