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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
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 5 listed it in both
Shares listed
26,645,431
combined, among listed positions
Reported value
$479m
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: 16 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -201,216.

Managers listing ERAS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
T. Rowe Price Associates Inc6,272,508$115munder 0.1%Added+4,457,16814 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP4,118,614$67munder 0.1%Added+1,473,69414 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,883,417$53munder 0.1%Added+1,393,33713 Aug 2026 (the filing on sec.gov)
Woodline Partners LP2,831,867$52m0.16%Added+32914 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,368,918$25munder 0.1%Trimmed-29,95113 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP1,247,203$23munder 0.1%Added+553,89414 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.949,590$17munder 0.1%Trimmed-269,94414 Aug 2026 (the filing on sec.gov)
Millennium Management LLC909,814$17munder 0.1%Added+333,81814 Aug 2026 (the filing on sec.gov)
Invesco Ltd864,527$16munder 0.1%Added+104,59514 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP756,991$14munder 0.1%Added+330,46513 Aug 2026 (the filing on sec.gov)
Capital World Investors704,602$13munder 0.1%Newnew12 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC681,481$12munder 0.1%Trimmed-9,72414 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC658,175$12munder 0.1%Trimmed-4,485,81014 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP655,298$12munder 0.1%Added+59,91914 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC624,107$11munder 0.1%Added+169,08814 Aug 2026 (the filing on sec.gov)
Man Group PLC202,553$3.7munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC135,233$2.5munder 0.1%Added+40,54814 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP126,550$2.3munder 0.1%Trimmed-634,17214 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP100,732$1.8munder 0.1%Trimmed-474,98314 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP100,000$1.8munder 0.1%Added+34,65014 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC94,741$1.7munder 0.1%Trimmed-403,6402 Sep 2026 (the filing on sec.gov)
Walleye Capital LLC94,706$1.7munder 0.1%Newnew3 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd76,600$1.4munder 0.1%Trimmed-3,634,36614 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP45,235$829kunder 0.1%Trimmed-9,86914 Aug 2026 (the filing on sec.gov)
MFS Investment Management40,717$746kunder 0.1%Trimmed-1,6233 Aug 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q1 2026 to Q2 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 (3)

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 →