13FBOX
Frazier Life Sciences 管理 · 13F 持仓分析
期权收益计算器 机构排行

Frazier Life Sciences 管理

Frazier Life Sciences Management, L.P.No.1017 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$45.92亿
环比变动 Q1 2026
+$7.06亿+18.2%
持仓股票数
41
新买入
6
加仓
8
减仓
2
清仓
3
持股不变
25
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
MMIRUM PHARMACEUTICALSMIRM
19.58%18.25%$8.99亿768.0万股$7.09亿768.0万股00.00%持仓不变
NNEWAMSTERDAM PHARMANAMS
13.35%13.96%$6.13亿1,808.9万股$5.42亿1,694.4万股+114.5万股+6.76%加仓
EERASCAERAS
9.96%10.27%$4.58亿2,497.5万股$3.99亿2,467.5万股+30.0万股+1.22%加仓
MMBX BIOSCIENCESMBX
8%5.11%$3.67亿665.2万股$1.99亿665.2万股00.00%持仓不变
ARCUTIS BIOTHERAPEUTICSARQT
5.64%5.99%$2.59亿987.5万股$2.33亿987.5万股00.00%持仓不变
TREVI THERAPEUTICSTRVI
4.04%3.05%$1.85亿993.9万股$1.19亿994.0万股-100股-0.00%减仓
KRYSTAL BIOTECHKRYS
3.9%3.2%$1.79亿48.1万股$1.24亿48.1万股00.00%持仓不变
MMAZE THERAPEUTICSMAZE
3.27%3.51%$1.50亿503.3万股$1.36亿456.7万股+46.6万股+10.20%加仓
PPHATHOM PHARMACEUTICALSPHAT
2.95%3.56%$1.35亿1,246.6万股$1.39亿1,246.6万股00.00%持仓不变
PALVELLA THERAPEUTICS NEPVLA
2.94%2.83%$1.35亿88.2万股$1.10亿88.2万股00.00%持仓不变
BridgeBioBBIO
2.51%6.59%$1.15亿154.8万股$2.56亿344.8万股-190.0万股-55.10%减仓
DISC MEDICINEIRON
2.16%2.23%$9,909.4万135.5万股$8,662.9万135.5万股00.00%持仓不变
CYTOKINETICSCYTK
2.15%1.97%$9,881.0万116.0万股$7,644.8万116.0万股00.00%持仓不变
DDYNE THERAPEUTICSDYN
1.53%1.47%$7,003.0万315.3万股$5,716.5万315.3万股00.00%持仓不变
AASCENDIS PHARMA A/S SPONSORED ADRASND
1.31%0.78%$6,005.3万22.5万股$3,049.7万13.3万股+9.2万股+68.87%加仓
SSAVARASVRA
1.3%1.37%$5,988.0万972.1万股$5,307.6万972.1万股00.00%持仓不变
PPARABILIS MEDICINES INCPBLS
1.14%$5,257.2万192.1万股$00股+192.1万股新买入
AAURA BIOSCIENCESAURA
1.1%0.88%$5,041.0万710.0万股$3,411.9万510.0万股+200.0万股+39.22%加仓
AACHIEVE LIFE SCIENCEACHV
1.08%$4,972.5万761.5万股$00股+761.5万股新买入
VVOR BIOPHARMAVOR
1.02%1.17%$4,683.4万254.4万股$4,538.4万254.4万股00.00%持仓不变
AALLOGENE THERAPEUTICS INC COMALLO
1.02%0.24%$4,668.9万2,244.7万股$926.4万379.7万股+1,865.0万股+491.22%加仓
TTARSUS PHARMACEUTICALSTARS
1%1.32%$4,586.1万72.9万股$5,111.4万72.9万股00.00%持仓不变
BIOCRYST PHARMACEUTICALSBCRX
0.87%0.98%$4,009.2万400.9万股$3,816.8万400.9万股00.00%持仓不变
ALKERMESALKS
0.8%0.64%$3,671.0万70.1万股$2,477.5万70.1万股00.00%持仓不变
AACADIA PHARMACEUTICALS INC COMACAD
0.79%0.82%$3,638.6万143.8万股$3,201.4万143.8万股00.00%持仓不变
ZZAI LAB LIMITED ADS EACH REP 10 ORD SHSZLAB
0.79%0.92%$3,614.4万190.2万股$3,578.3万190.2万股00.00%持仓不变
MANNKINDMNKD
0.61%0.37%$2,811.6万660.0万股$1,445.5万590.0万股+70.0万股+11.86%加仓
DESIGN THERAPEUTICS INC COMDSGN
0.57%$2,618.9万181.0万股$00股+181.0万股新买入
AACLARIS THERAPEUTICS INC COMACRS
0.57%0.48%$2,605.5万492.5万股$1,847.0万492.5万股00.00%持仓不变
SSHATTUCK LABSSTTK
0.57%$2,602.5万375.0万股$00股+375.0万股新买入
KKAILERA THERAPEUTICS INCKLRA
0.53%$2,423.3万110.0万股$00股+110.0万股新买入
MMONTE ROSA THERAPEUTICSGLUE
0.53%0.42%$2,420.0万100.0万股$1,645.0万100.0万股00.00%持仓不变
LEXEO THERAPEUTICSLXEO
0.49%0.65%$2,245.9万482.5万股$2,539.8万442.5万股+40.0万股+9.04%加仓
RELAY THERAPEUTICSRLAY
0.41%$1,900.4万101.6万股$00股+101.6万股新买入
EEVOLUS INC COMEOLS
0.4%0.28%$1,825.7万263.1万股$1,081.2万263.1万股00.00%持仓不变
IIMMUNOCOREIMCR
0.34%0.38%$1,539.2万48.5万股$1,461.6万48.5万股00.00%持仓不变
VVALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHSVALN
0.26%0.37%$1,198.5万229.2万股$1,432.3万229.2万股00.00%持仓不变
NNEWAMSTERDAM PHARMA
0.23%0.26%$1,069.2万50.0万股$1,002.7万50.0万股00.00%持仓不变
AAUTOLUS THERAPEUTICS PLCAUTL
0.15%0.16%$711.7万444.8万股$613.8万444.8万股00.00%持仓不变
XXILIO THERAPEUTICS INCXLO
0.09%0.09%$404.8万42.3万股$355.3万42.3万股00.00%持仓不变
IIBIO INC CON NEWIBIO
0.07%0.1%$341.9万195.3万股$371.2万195.3万股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入