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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 Feb 2026
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 0 listed it in both
Shares listed
11,975,062
combined, among listed positions
Reported value
$45m
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,048,112.

Managers listing ERAS in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Millennium Management LLC2,237,951$8.3munder 0.1%Trimmed-676,86817 Feb 2026 (the filing on sec.gov)
Woodline Partners LP1,930,642$7.2munder 0.1%Added+396,25217 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP1,490,967$5.5munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,030,345$3.8munder 0.1%Added+688,54617 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC912,519$3.4munder 0.1%Added+526,45012 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC850,100$3.2munder 0.1%Trimmed-164,90512 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC669,876$2.5munder 0.1%Added+5,53717 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP543,196$2.0munder 0.1%Trimmed-57,38417 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)521,455$1.9munder 0.1%Added+101,90117 Feb 2026 (the filing on sec.gov)
Invesco Ltd329,795$1.2munder 0.1%Added+47,77019 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC258,275$961kunder 0.1%Added+173,57413 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP208,810$777kunder 0.1%Trimmed-24,62017 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.201,938$751kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP199,788$743kunder 0.1%Added+92,54617 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP158,020$588kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc103,503$386kunder 0.1%Added+9,92317 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC98,073$365kunder 0.1%Trimmed-2,38617 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP61,960$230kunder 0.1%Trimmed-464,04913 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp53,436$199kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP52,731$196kunder 0.1%Trimmed-38,01517 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP38,024$141kunder 0.1%Trimmed-309,74317 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC12,358$46kunder 0.1%Added+1,25327 Oct 2026 (the filing on sec.gov)
Two Sigma Advisers LP11,300$42kunder 0.1%Trimmed-61,10017 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

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 (4)

Exited (1)

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 →