Frazier Management’s Krystal Biotech KRYS Stock Holding History

Frazier Management’s Portfolio KRYS Stock Details KRYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-771,250	Closed	-$53.9M	–	16
2021 Q4	$53.9M	Hold	771,250	–	–	4.15%	8
2021 Q3	$40.3M	Sell	771,250 -16,626	-2%	-$984K	3.22%	10
2021 Q2	$53.6M	Sell	787,876 -107,124	-12%	-$7.48M	4.94%	7
2021 Q1	$69M	Hold	895,000	–	–	5.53%	5
2020 Q4	$53.7M	Hold	895,000	–	–	4.14%	8
2020 Q3	$38.5M	Hold	895,000	–	–	3.46%	8
2020 Q2	$37.1M	Hold	895,000	–	–	3.26%	8
2020 Q1	$38.7M	Hold	895,000	–	–	4.39%	6
2019 Q4	$49.6M	Hold	895,000	–	–	8.31%	3
2019 Q3	$31.1M	Hold	895,000	–	–	9.72%	4
2019 Q2	$36M	Buy	895,000 +20,000	+2%	+$654K	9.24%	3
2019 Q1	$28.8M	Hold	875,000	–	–	6.93%	2
2018 Q4	$18.2M	Buy	875,000 +250,000	+40%	+$5.23M	4.69%	6
2018 Q3	$11M	Buy	+625,000	New	+$10.5M	2.01%	12

Other funds holding KRYS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Frazier Management's KRYS Position: Q1 2022 in Review

Frazier Management sold out of Krystal Biotech (KRYS) in Q1 2022, closing a stake of 771,250 shares — an estimated $53.9M sold.

Frazier Management first reported a position in KRYS in Q3 2018 and held it in 14 quarters. The position peaked at $69M in Q1 2021. 135 funds tracked by Wall St. Rank hold KRYS as of Q1 2022.

Frazier Management reported no remaining Krystal Biotech position as of Q1 2022 after selling out during the quarter.
Frazier Management sold 771,250 Krystal Biotech shares in Q1 2022, an estimated $53.9M.
Frazier Management first reported a position in Krystal Biotech in Q3 2018 and held it in 14 quarters.
Frazier Management's Krystal Biotech position peaked at $69M in Q1 2021.
135 funds tracked by Wall St. Rank held Krystal Biotech as of Q1 2022.

Based on Frazier Management's 13F filing for Q1 2022, filed 13 May 2022.