Erasca, Inc. (ERAS) — Institutional Holders, Q2 2026
258 institutional investment managers reported a ERAS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ERAS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- PRICE T ROWE ASSOCIATESAdded · +4,457,168 sh+$81.7M
- STATE STREETAdded · +2,884,471 sh+$52.8M
- JENNISON ASSOCIATESNew · +2,788,412 sh+$51.1M
- Soleus Capital Management, L.P.New · +2,700,000 sh+$49.5M
- SAMLYN CAPITALNew · +2,256,986 sh+$41.3M
Biggest sellers
- Vivo CapitalTrimmed · -8,024,068 sh-$147.0M
- BALYASNY ASSET MANAGEMENT L.P.Trimmed · -4,485,810 sh-$82.2M
- 5AM Venture ManagementSold out · -3,485,971 sh-$63.9M
- SUVRETTA CAPITAL MANAGEMENTSold out · -3,434,967 sh-$62.9M
- Commodore CapitalSold out · -3,175,000 sh-$58.2M
ERAS 13F holders ranked 1–100 of 258
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Frazier Life Sciences Management, L.P.#1 · 24,975,188 sh | 24,975,188 | $457.5M | 9.96% | +1.2% |
| 2 | T. Rowe Price Investment Management#2 · 21,185,839 sh | 21,185,839 | $388.1M | 0.25% | -0.3% |
| 3 | BlackRock#3 · 21,154,146 sh | 21,154,146 | $387.5M | <0.01% | +5.0% |
| 4 | RTW INVESTMENTS#4 · 17,946,754 sh | 17,946,754 | $328.8M | 2.81% | +11.1% |
| 5 | VR Adviser#5 · 17,891,812 sh | 17,891,812 | $327.8M | 9.94% | +9.2% |
| 6 | STATE STREET#6 · 12,184,555 sh | 12,184,555 | $223.2M | <0.01% | +31.0% |
| 7 | Logos Global Management#7 · 12,150,000 sh | 12,150,000 | $222.6M | 9.58% | +9.0% |
| 8 | VANGUARD CAPITAL MANAGEMENT#8 · 11,402,199 sh | 11,402,199 | $208.9M | <0.01% | +1.4% |
| 9 | Siren, L.L.C.#9 · 11,397,781 sh | 11,397,781 | $208.8M | 4.23% | +1.4% |
| 10 | Paradigm Biocapital Advisors#10 · 9,550,000 sh | 9,550,000 | $175.0M | 3.28% | -8.1% |
| 11 | ARCH Venture Management#11 · 7,091,557 sh | 7,091,557 | $129.9M | 11.81% | 0.0% |
| 12 | GEODE CAPITAL MANAGEMENT#12 · 6,501,426 sh | 6,501,426 | $119.1M | <0.01% | +8.4% |
| 13 | PRICE T ROWE ASSOCIATES#13 · 6,272,508 sh | 6,272,508 | $114.9M | 0.01% | +245.5% |
| 14 | Cormorant Asset Management#14 · 6,000,000 sh | 6,000,000 | $109.9M | 5.63% | +3.4% |
| 15 | Affinity Asset Advisors#15 · 5,250,000 sh | 5,250,000 | $96.2M | 4.35% | -1.9% |
| 16 | Vivo Capital#16 · 4,127,412 sh | 4,127,412 | $75.6M | 6.90% | -66.0% |
| 17 | GOLDMAN SACHS GROUP#17 · 3,822,113 sh | 3,822,113 | $70.0M | <0.01% | -21.6% |
| 18 | ALLIANCEBERNSTEIN L.P.#18 · 4,118,614 sh | 4,118,614 | $66.6M | 0.02% | +55.7% |
| 19 | BANK OF AMERICA#19 · 3,048,737 sh | 3,048,737 | $55.9M | <0.01% | -0.2% |
| 20 | FMR#20 · 2,883,417 sh | 2,883,417 | $52.8M | <0.01% | +93.5% |
| 21 | a16z Capital Management, L.L.C.#21 · 2,862,500 sh | 2,862,500 | $52.4M | 0.37% | 0.0% |
| 22 | Woodline Partners#22 · 2,831,867 sh | 2,831,867 | $51.9M | 0.16% | 0.0% |
| 23 | JENNISON ASSOCIATES#23 · 2,788,412 sh | 2,788,412 | $51.1M | 0.03% | New |
| 24 | Soleus Capital Management, L.P.#24 · 2,700,000 sh | 2,700,000 | $49.5M | 1.70% | New |
| 25 | VANGUARD PORTFOLIO MANAGEMENT#25 · 2,389,864 sh | 2,389,864 | $43.8M | <0.01% | +34.7% |
| 26 | SAMLYN CAPITAL#26 · 2,256,986 sh | 2,256,986 | $41.3M | 0.67% | New |
| 27 | BNP PARIBAS FINANCIAL MARKETS#27 · 2,042,034 sh | 2,042,034 | $37.4M | 0.01% | +87.8% |
| 28 | NORTHERN#28 · 1,958,120 sh | 1,958,120 | $35.9M | <0.01% | +15.1% |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT#29 · 1,944,790 sh | 1,944,790 | $35.6M | <0.01% | +2.5% |
| 30 | VICTORY CAPITAL MANAGEMENT#30 · 1,936,462 sh | 1,936,462 | $35.5M | 0.02% | +17.0% |
| 31 | Nuveen#31 · 1,841,735 sh | 1,841,735 | $33.7M | <0.01% | +239.2% |
| 32 | DIMENSIONAL FUND ADVISORS#32 · 1,763,980 sh | 1,763,980 | $32.3M | <0.01% | -1.3% |
| 33 | VANGUARD FIDUCIARY#33 · 1,697,991 sh | 1,697,991 | $31.1M | <0.01% | +10.4% |
| 34 | UBS Group AG#34 · 1,596,662 sh | 1,596,662 | $29.3M | <0.01% | -13.6% |
| 35 | StemPoint Capital#35 · 1,565,913 sh | 1,565,913 | $28.7M | 4.94% | +552.8% |
| 36 | Rock Springs Capital Management#36 · 1,402,150 sh | 1,402,150 | $25.7M | 1.25% | +27.1% |
| 37 | Evergreen Quality Fund GP, Ltd.#37 · 1,375,300 sh | 1,375,300 | $25.2M | 0.41% | New |
| 38 | RENAISSANCE TECHNOLOGIES#38 · 1,368,918 sh | 1,368,918 | $25.1M | 0.03% | -2.1% |
| 39 | FRED ALGER MANAGEMENT#39 · 1,308,455 sh | 1,308,455 | $24.0M | 0.08% | +452.5% |
| 40 | SILVERARC CAPITAL MANAGEMENT#40 · 1,263,026 sh | 1,263,026 | $23.1M | 2.40% | -31.8% |
| 41 | Point72 Asset Management, L.P.#41 · 1,247,203 sh | 1,247,203 | $22.8M | 0.03% | +79.9% |
| 42 | First Turn Management#42 · 1,221,721 sh | 1,221,721 | $22.4M | 2.39% | +40.8% |
| 43 | FEDERATED HERMES#43 · 1,082,262 sh | 1,082,262 | $19.8M | 0.03% | New |
| 44 | Caption Management#44 · 1,041,225 sh | 1,041,225 | $19.1M | 0.09% | New |
| 45 | Integral Health Asset Management#45 · 1,000,000 sh | 1,000,000 | $18.3M | 0.72% | +42.9% |
| 46 | D. E. Shaw#46 · 949,590 sh | 949,590 | $17.4M | <0.01% | -22.1% |
| 47 | MILLENNIUM MANAGEMENT#47 · 909,814 sh | 909,814 | $16.7M | <0.01% | +58.0% |
| 48 | Invesco Ltd.#48 · 864,527 sh | 864,527 | $15.8M | <0.01% | +13.8% |
| 49 | Assenagon Asset Management S.A.#49 · 812,876 sh | 812,876 | $14.9M | — | New |
| 50 | MARSHALL WACE, LLP#50 · 756,991 sh | 756,991 | $13.9M | 0.01% | +77.5% |
| 51 | SCHRODER INVESTMENT MANAGEMENT GROUP#51 · 719,725 sh | 719,725 | $13.2M | <0.01% | New |
| 52 | CITIGROUP#52 · 713,534 sh | 713,534 | $13.1M | <0.01% | +1352.9% |
| 53 | Capital World Investors#53 · 704,602 sh | 704,602 | $12.9M | <0.01% | New |
| 54 | AQR CAPITAL MANAGEMENT#54 · 681,481 sh | 681,481 | $12.5M | <0.01% | -1.4% |
| 55 | TD ASSET MANAGEMENT#55 · 661,152 sh | 661,152 | $12.1M | 0.01% | +67.7% |
| 56 | BALYASNY ASSET MANAGEMENT L.P.#56 · 658,175 sh | 658,175 | $12.1M | 0.01% | -87.2% |
| 57 | WELLINGTON MANAGEMENT GROUP LLP#57 · 655,298 sh | 655,298 | $12.0M | <0.01% | +10.1% |
| 58 | JANE STREET GROUP#58 · 624,107 sh | 624,107 | $11.4M | <0.01% | +37.2% |
| 59 | MORGAN STANLEY#59 · 615,976 sh | 615,976 | $11.3M | <0.01% | -37.7% |
| 60 | Bank of New York Mellon#60 · 567,973 sh | 567,973 | $10.4M | <0.01% | +1.5% |
| 61 | AMERIPRISE FINANCIAL#61 · 547,935 sh | 547,935 | $10.0M | <0.01% | -18.3% |
| 62 | JPMORGAN CHASE#62 · 500,604 sh | 500,604 | $9.3M | <0.01% | -45.8% |
| 63 | ORBIMED ADVISORS#63 · 495,900 sh | 495,900 | $9.1M | 0.17% | New |
| 64 | Polymer Capital Management (HK) LTD#64 · 478,020 sh | 478,020 | $8.8M | 0.44% | +33.6% |
| 65 | KVP Capital Advisors#65 · 455,000 sh | 455,000 | $8.3M | 6.12% | +33.8% |
| 66 | Spruce Street Capital#66 · 422,543 sh | 422,543 | $7.7M | 1.52% | 0.0% |
| 67 | Creative Planning#67 · 405,879 sh | 405,879 | $7.4M | <0.01% | -3.1% |
| 68 | Pictet Asset Management Holding SA#68 · 393,288 sh | 393,288 | $7.2M | <0.01% | +88.8% |
| 69 | Cinctive Capital Management#69 · 391,642 sh | 391,642 | $7.2M | 0.26% | +127.8% |
| 70 | Rhenman & Partners Asset Management AB#70 · 349,000 sh | 349,000 | $6.4M | 0.60% | New |
| 71 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#71 · 347,656 sh | 347,656 | $6.4M | <0.01% | +60.5% |
| 72 | VOYA INVESTMENT MANAGEMENT#72 · 340,847 sh | 340,847 | $6.2M | <0.01% | +34.4% |
| 73 | EcoR1 Capital#73 · 330,000 sh | 330,000 | $6.0M | 0.29% | -63.3% |
| 74 | ROYAL BANK OF CANADA#74 · 313,397 sh | 313,397 | $5.7M | <0.01% | New |
| 75 | Swiss National Bank#75 · 311,900 sh | 311,900 | $5.7M | <0.01% | -7.4% |
| 76 | Seven Fleet Capital Management#76 · 308,007 sh | 308,007 | $5.6M | 0.93% | +38.5% |
| 77 | WELLS FARGO & COMPANY#77 · 290,523 sh | 290,523 | $5.3M | <0.01% | +171.1% |
| 78 | Longaeva Partners L.P.#78 · 286,322 sh | 286,322 | $5.2M | 0.11% | +67.2% |
| 79 | SIMPLEX TRADING#79 · 276,988 sh | 276,988 | $5.1M | <0.01% | +9.6% |
| 80 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#80 · 266,140 sh | 266,140 | $4.9M | <0.01% | +2.8% |
| 81 | E Fund Management , Ltd.#81 · 265,381 sh | 265,381 | $4.9M | 0.11% | +713.9% |
| 82 | ACUTA CAPITAL PARTNERS#82 · 265,199 sh | 265,199 | $4.9M | 3.39% | -25.2% |
| 83 | Parkman Healthcare Partners#83 · 258,684 sh | 258,684 | $4.7M | 0.49% | -36.4% |
| 84 | RHUMBLINE ADVISERS#84 · 256,367 sh | 256,367 | $4.7M | <0.01% | +5.7% |
| 85 | DEUTSCHE BANK AG\#85 · 222,306 sh | 222,306 | $4.1M | <0.01% | +36.1% |
| 86 | ArrowMark Colorado#86 · 210,927 sh | 210,927 | $3.9M | 0.16% | +166.8% |
| 87 | Rafferty Asset Management#87 · 206,463 sh | 206,463 | $3.8M | <0.01% | -18.1% |
| 88 | Man Group plc#88 · 202,553 sh | 202,553 | $3.7M | <0.01% | New |
| 89 | Toroso Investments#89 · 182,438 sh | 182,438 | $3.3M | <0.01% | -19.6% |
| 90 | TEMA ETFS#90 · 182,438 sh | 182,438 | $3.3M | — | -19.6% |
| 91 | MOODY ALDRICH PARTNERS#91 · 177,939 sh | 177,939 | $3.3M | 0.59% | New |
| 92 | STATE OF WISCONSIN INVESTMENT BOARD#92 · 172,006 sh | 172,006 | $3.2M | <0.01% | +74.4% |
| 93 | HighVista Strategies#93 · 160,328 sh | 160,328 | $2.9M | 0.67% | -11.5% |
| 94 | Atom Investors#94 · 159,811 sh | 159,811 | $2.9M | 0.26% | -53.8% |
| 95 | Russell Investments Group, Ltd.#95 · 155,860 sh | 155,860 | $2.9M | <0.01% | +990.2% |
| 96 | Quantinno Capital Management#96 · 149,297 sh | 149,297 | $2.7M | <0.01% | New |
| 97 | Legal & General Group Plc#97 · 148,195 sh | 148,195 | $2.7M | <0.01% | +11.1% |
| 98 | NOMURA#98 · 142,500 sh | 142,500 | $2.6M | <0.01% | New |
| 99 | Squarepoint Ops#99 · 135,233 sh | 135,233 | $2.5M | <0.01% | +42.8% |
| 100 | PFM Health Sciences#100 · 134,088 sh | 134,088 | $2.5M | 0.21% | New |
Funds that sold out of ERAS in Q2 2026 (28)
Held ERAS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| 5AM Venture Management3,485,971 sh | 3,485,971 | $56.4M |
| SUVRETTA CAPITAL MANAGEMENT3,434,967 sh | 3,434,967 | $55.6M |
| Commodore Capital3,175,000 sh | 3,175,000 | $51.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C.2,100,000 sh | 2,100,000 | $34.0M |
| TANG CAPITAL MANAGEMENT200,000 sh | 200,000 | $3.2M |
| NATIXIS163,192 sh | 163,192 | $2.6M |
| Informed Momentum137,925 sh | 137,925 | $2.2M |
| J. Goldman98,033 sh | 98,033 | $1.6M |
| RAYMOND JAMES FINANCIAL82,678 sh | 82,678 | $1.3M |
| GILDER GAGNON HOWE56,597 sh | 56,597 | $915.7K |
| Connor, Clark & Lunn Investment Management Ltd.45,338 sh | 45,338 | $733.6K |
| SG Americas Securities44,697 sh | 44,697 | $723.0K |
| FORA Capital26,806 sh | 26,806 | $433.5K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.24,847 sh | 24,847 | $402.0K |
| Mariner18,728 sh | 18,728 | $303.2K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.18,736 sh | 18,736 | $303.1K |
| Scientech Research18,170 sh | 18,170 | $294.0K |
| Baader Bank Aktiengesellschaft18,000 sh | 18,000 | $291.2K |
| FARALLON CAPITAL MANAGEMENT18,000 sh | 18,000 | $291.2K |
| PSP Research17,327 sh | 17,327 | $280.4K |
| OXFORD ASSET MANAGEMENT LLP16,752 sh | 16,752 | $271.0K |
| WINTON GROUP Ltd10,600 sh | 10,600 | $171.5K |
| ADAR1 Capital Management10,000 sh | 10,000 | $161.8K |
| Sio Capital Management5,000 sh | 5,000 | $80.9K |
| Parkside Financial Bank40 sh | 40 | $648.00 |
| Root Financial Partners34 sh | 34 | $550.00 |
| MAI Capital Management23 sh | 23 | $373.00 |
| Rachor Investment Advisory Services18 sh | 18 | $292.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.