L3VLUP
ProSign in

ERAS in the 13F filings

Erasca Inc · CUSIP 29479A108

Sector · Pharmaceuticals and biotechnologyTheme · Healthcare: biopharma and medtech· L3VLUP-definedTheme · Pharmaceutical preparations
Quarter
Q2 2026Q1 2026Q4 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q2 2023Q1 2023Q4 2022
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 1 listed it in both
Shares listed
26,846,647
combined, among listed positions
Reported value
$401m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 21 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +14,882,885.

Managers listing ERAS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Balyasny Asset Management LLC5,143,985$83m0.11%Added+5,045,91215 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd3,710,966$60munder 0.1%Newnew18 May 2026 (the filing on sec.gov)
Woodline Partners LP2,831,538$46m0.17%Added+900,89615 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,815,340$29munder 0.1%Added+1,711,83715 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,490,080$24munder 0.1%Added+968,62515 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,398,869$23munder 0.1%Added+548,76914 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,219,534$20munder 0.1%Added+1,017,59615 May 2026 (the filing on sec.gov)
Holocene Advisors LP760,722$12munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Invesco Ltd759,932$12munder 0.1%Added+430,13712 May 2026 (the filing on sec.gov)
Point72 Asset Management LP693,309$11munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC691,205$11munder 0.1%Added+21,32915 May 2026 (the filing on sec.gov)
AllianceBernstein LP2,644,920$9.8munder 0.1%Added+2,436,11015 May 2026 (the filing on sec.gov)
Wellington Management Group LLP595,379$9.6munder 0.1%Added+52,18315 May 2026 (the filing on sec.gov)
Millennium Management LLC575,996$9.3munder 0.1%Trimmed-1,661,95515 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP575,715$9.3m0.07%Trimmed-915,25214 May 2026 (the filing on sec.gov)
Citadel Advisors LLC498,381$8.1munder 0.1%Trimmed-531,96415 May 2026 (the filing on sec.gov)
Jane Street Group LLC455,019$7.4munder 0.1%Trimmed-457,50012 May 2026 (the filing on sec.gov)
Marshall Wace LLP426,526$6.9munder 0.1%Added+364,56615 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP153,647$2.5munder 0.1%Trimmed-46,14115 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC94,685$1.5munder 0.1%Trimmed-163,59015 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC68,048$1.1munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP65,350$1.1munder 0.1%Trimmed-92,67013 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP55,104$892kunder 0.1%Added+2,37315 May 2026 (the filing on sec.gov)
MFS Investment Management42,340$685kunder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Quantbot Technologies LP23,226$376kunder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (9)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q1 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

0246Q3 2021Q1 2022Q4 2022Q2 2023Q1 2024Q3 2024Q1 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ERAS by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20211$8.7mn.a.n.a.
Q4 20211$6.4mn.a.n.a.
Q1 20221$3.9mn.a.n.a.
Q2 20221$2.0mn.a.n.a.
Q4 20221$430kn.a.n.a.
Q1 20231$496kn.a.n.a.
Q2 20231$262kn.a.n.a.
Q4 20231$2.0m10
Q1 20241$1.8m01
Q2 20241$9.8m10
Q3 20241$11m10
Q4 20241$10m10
Q1 20251$5.7m10
Q4 20251$5.5m1410
Q1 20266$211m2110
Q2 20261$52m1616

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ERAS and LLY →ERAS and JNJ →ERAS and VRTX →Choose a stock to compare with ERAS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ERAS, latest filings →Back to the 13F Explorer →