IRON — DISC MEDICINE INC

Ownership history in Frazier Life Sciences Management, L.P.  ·  11 quarters on record

AI Ownership Summary

Frazier Life Sciences Management, L.P. reported DISC MEDICINE INC (IRON) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.62% in 2024 Q4. The latest visible filing shows IRON at 2.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Frazier Life Sciences Management, L.P.'s position in DISC MEDICINE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IRON was reported at 2.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.62% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IRON stock page Frazier Life Sciences Management, L.P. fund profile Frazier Life Sciences Management, L.P. full holdings
How Frazier Life Sciences Management, L.P. held IRON — position size vs. price
% of Fund (quarterly)    IRON price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,260,000 -178,534 -12.4% 2.69% $100.1M 2026-02-14 (Est.) $55.95
2025 Q3 REDUCED 1,438,534 -216,300 -13.1% 2.85% $95.1M 2025-11-14 $89.95
2025 Q2 REDUCED 1,654,834 -100,000 -5.7% 3.50% $87.6M 2025-08-14 $60.72
2025 Q1 UNCHANGED 1,754,834 — 0% 3.98% $87.1M 2025-05-15 $47.09
2024 Q4 UNCHANGED 1,754,834 — 0% 4.62% $111.3M 2025-02-18 $54.63
2024 Q3 UNCHANGED 1,754,834 — 0% 3.46% $86.2M 2024-11-15 $59.46
2024 Q2 ADDED 1,754,834 +969,834 +123.5% 3.70% $79.1M 2024-08-15 $48.32
2024 Q1 UNCHANGED 785,000 — 0% 2.06% $48.9M 2024-05-15 $31.86
2023 Q4 ADDED 785,000 +130,000 +19.8% 2.42% $45.3M 2024-02-14 $67.66
2023 Q3 UNCHANGED 655,000 — 0% 2.04% $30.8M 2023-11-14 $51.61
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IRON

As of 2025 Q4 — sorted by position size

Foresite Capital Management V, LLC 3Y 14.45% Atlas Venture Life Science Advisors, LLC 3Y 13.9% Checkpoint Capital L.P. 11.24% GREAT POINT PARTNERS LLC 3Y 7Y 6.44% KVP Capital Advisors, LP 4.48% Saturn V Capital Management LP 3Y 4.35% Palo Alto Investors LP 3Y 7Y 3.51% Lion Point Capital, LP 3Y 7Y 3.33% First Light Asset Management, LLC 3Y 7Y 3.18% Logos Global Management LP 3Y 2.45%

FAQ About Frazier Life Sciences Management, L.P. and IRON

These are the practical questions this page is built to answer before you even open the full history table.

How long has Frazier Life Sciences Management, L.P. reported owning IRON?

Frazier Life Sciences Management, L.P. reported IRON across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IRON position in Frazier Life Sciences Management, L.P.'s portfolio?

The largest reported portfolio weight for IRON was 4.62% in 2024 Q4.

What is the latest reported IRON position on this page?

The most recent filing on this page is 2025 Q4, when Frazier Life Sciences Management, L.P. reported 1,260,000 shares, equal to 2.69% of portfolio, with an estimated market value of $100.1M.

What does the chart on this IRON ownership page compare?

The chart compares Frazier Life Sciences Management, L.P.'s quarterly IRON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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