Position in MNKD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,116,000
+$13,661,000 QoQ
Shares Held
6,600,000
+11.9% QoQ
Ownership
2.05%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#7
of 254 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MNKD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Frazier Life Sciences Management, L.P. holds $4,497,017,185 across 37 Biotechnology names. MNKD ranks #25 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MIRM |
Mirum Pharmaceuticals, Inc.
|
7,679,684 | $899,060,605 | |
| 2 | NAMS |
NewAmsterdam Pharma Co N.V.
|
18,589,235 | $623,725,004 | |
| 3 | ERAS |
Erasca, Inc.
|
24,975,188 | $457,545,444 | |
| 4 | MBX |
MBX Biosciences, Inc.
|
6,652,013 | $367,191,117 | |
| 5 | ARQT |
Arcutis Biotherapeutics, Inc.
|
9,874,511 | $258,909,678 | |
| 6 | TRVI |
Trevi Therapeutics, Inc.
|
9,939,447 | $185,370,686 | |
| 7 | KRYS |
Krystal Biotech, Inc.
|
481,307 | $178,887,372 | |
| 8 | MAZE |
Maze Therapeutics, Inc.
|
5,032,915 | $150,182,183 |
All Filings in MNKD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,116,000 | 6,600,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,455,000 | 5,900,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,955,750 | 4,225,000 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||