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Specialist biotech fund · SEC 13F

Frazier Life Sciences 13F Holdings (Q2 2026)

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".

Data as of Jun 30, 2026SEC 13F filed Aug 14, 2026Next filing (Q3 2026) due Nov 16, 2026Value as filed; options at underlying sharesLong positions only
Market Value$ 4.59 B13F value, as filed
QoQ Changes18.15 %13F value vs the previous quarter
Holdings41 41 stocks · 0 option positions
PeriodQ2 202613F reporting quarter
Holdings in Top 20 % top 10: 74% of the portfolio
Activity vs Q1 20266 new8 added · 1 trimmed · 3 exits
Catalysts ahead13dated in 90 days · +17 in a stated window

Holdings

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.

Showing 6 Stocks Out Of 41. Click On The Tickers For More Details
Stock Company Name Shares Held Market Value % of Portfolio QoQ Change Position Change Also Held By Stage Next Catalyst
MBX
MBX
MBX BIOSCIENCES INC
6.65 M
367.19 M
8
Unchanged
Clinical
Expected 2026
Phase 2a data readout
ERAS
ERAS
ERASCA INC
24.98 M
457.55 M
10
Added +1%
Clinical
Nov 20, 2026
Pre-clinical data presentation
RLAY
RLAY
RELAY THERAPEUTICS INC
1.02 M
19.00 M
0.4
New
Clinical
None in 90 days
VOR
VOR
VOR BIOPHARMA INC
2.54 M
46.83 M
1
Unchanged
Clinical
None in 90 days
DYN
DYN
DYNE THERAPEUTICS INC
3.15 M
70.03 M
1.5
Unchanged
Clinical
None in 90 days
ACHV
ACHV
ACHIEVE LIFE SCIENCE INC
7.61 M
49.72 M
1.1
New
Clinical
Expected Q4 2026
NDA Submission

Top 20 Holdings

Size = share of the portfolio. Option positions show CALL or PUT.

Who else owns these stocks?

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.

Open All Stock Holdings ›

Questions about Frazier Life Sciences's 13F

What does Frazier Life Sciences own?

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.

What did it buy and sell last quarter?

Against Q1 2026: 6 new positions, 8 increases, 1 reductions and 3 full exits, from its 13F filings.

How current is this data?

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.

Why are some positions labelled CALL or PUT?

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.