AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Frazier Life Sciences Management, L.P. manages a highly concentrated, specialized portfolio totaling approximately $1.93 billion across 33 holdings as of the report date September 30, 2025. The firm employs a high-conviction investment strategy, evidenced by the portfolio's narrow focus and significant allocation to single names. The portfolio experienced a substantial decrease in value of 22.9% (dropping from $2.50B in the previous quarter), a decline driven by a combina...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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