5AM Venture Management’s Erasca ERAS Stock Holding History

5AM Venture Management’s Portfolio ERAS Stock Details ERAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56.4M	Sell	3,485,971 -1,919,433	-36%	-$22.7M	15.66%	1
2025 Q4	$20.1M	Hold	5,405,404	–	–	6.32%	6
2025 Q3	$11.8M	Hold	5,405,404	–	–	4.32%	12
2025 Q2	$6.86M	Hold	5,405,404	–	–	2.64%	16
2025 Q1	$7.41M	Hold	5,405,404	–	–	2.8%	14
2024 Q4	$13.6M	Hold	5,405,404	–	–	3.24%	13
2024 Q3	$14.8M	Hold	5,405,404	–	–	3.05%	15
2024 Q2	$12.8M	Buy	+5,405,404	New	+$11.7M	2.85%	10

Other funds holding ERAS

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

5AM Venture Management's ERAS Position: Q1 2026 in Review

5AM Venture Management reduced its Erasca (ERAS) stake by 36% in Q1 2026, selling an estimated $22.7M and leaving 3,485,971 shares worth $56.4M. The position accounts for 15.66% of the portfolio, ranked #1.

5AM Venture Management first reported a position in ERAS in Q2 2024 and has held it in 8 quarters since. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

5AM Venture Management held 3,485,971 shares of Erasca worth $56.4M as of Q1 2026.
5AM Venture Management sold 1,919,433 Erasca shares in Q1 2026, an estimated $22.7M.
Erasca made up 15.66% of 5AM Venture Management's portfolio in Q1 2026, its #1 holding.
5AM Venture Management first reported a position in Erasca in Q2 2024 and has held it in 8 quarters since.
225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on 5AM Venture Management's 13F filing for Q1 2026, filed 15 May 2026.