VRNA β€” VERONA PHARMA PLC

Ownership history in Frazier Life Sciences Management, L.P.  Β·  13 quarters on record

AI Ownership Summary

Frazier Life Sciences Management, L.P. reported VERONA PHARMA PLC (VRNA) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 12.8% in 2025 Q2. The latest visible filing shows VRNA at 10.82% 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 VRNA 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 VERONA PHARMA PLC, 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 Q3

VRNA was reported at 10.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.8% in 2025 Q2

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 Q3

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.

How Frazier Life Sciences Management, L.P. held VRNA β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 3,383,950 β€” 0% 10.82% $361.1M 2025-11-14 β€”
2025 Q2 REDUCED 3,383,950 -73,900 -2.1% 12.80% $320.1M 2025-08-14 β€”
2025 Q1 ADDED 3,457,850 +73,900 +2.2% 10.03% $219.5M 2025-05-15 β€”
2024 Q4 UNCHANGED 3,383,950 β€” 0% 6.52% $157.2M 2025-02-18 β€”
2024 Q3 ADDED 3,383,950 +69,601 +2.1% 3.90% $97.4M 2024-11-15 β€”
2024 Q2 ADDED 3,314,349 +300,000 +10.0% 2.24% $47.9M 2024-08-15 β€”
2024 Q1 UNCHANGED 3,014,349 β€” 0% 2.05% $48.5M 2024-05-15 β€”
2023 Q4 UNCHANGED 3,014,349 β€” 0% 3.20% $59.9M 2024-02-14 β€”
2023 Q3 ADDED 3,014,349 +70,000 +2.4% 3.26% $49.1M 2023-11-14 β€”
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

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

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 VRNA?

Frazier Life Sciences Management, L.P. reported VRNA across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

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

The largest reported portfolio weight for VRNA was 12.80% in 2025 Q2.

What is the latest reported VRNA position on this page?

The most recent filing on this page is 2025 Q3, when Frazier Life Sciences Management, L.P. reported 3,383,950 shares, equal to 10.82% of portfolio, with an estimated market value of $361.1M.

What does the chart on this VRNA ownership page compare?

The chart compares Frazier Life Sciences Management, L.P.'s quarterly VRNA 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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