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Affinity Asset Advisors’s Erasca ERAS Stock Holding History

Affinity Asset Advisors’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
Q2 		$96.2M Sell
5,250,000
-100,000
-2% -$1.43M 4.35% 5
2026
Q1 		$86.6M Buy
5,350,000
+1,450,000
+37% +$17.1M 4.47% 4
2025
Q4 		$14.5M Sell
3,900,000
-385,787
-9% -$1.08M 0.83% 38
2025
Q3 		$9.34M Buy
4,285,787
+200,000
+5% +$318K 0.81% 35
2025
Q2 		$5.19M Buy
4,085,787
+744,268
+22% +$996K 0.71% 40
2025
Q1 		$4.58M Buy
3,341,519
+842,088
+34% +$1.45M 0.44% 47
2024
Q4 		$6.27M Hold
2,499,431
– – 0.84% 32
2024
Q3 		$6.82M Hold
2,499,431
– – 0.93% 34
2024
Q2 		$5.9M Buy
+2,499,431
New +$5.39M 0.68% 41

Other funds holding ERAS

FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

Affinity Asset Advisors's ERAS Position: Q2 2026 in Review

Affinity Asset Advisors reduced its Erasca (ERAS) stake by 1.9% in Q2 2026, selling an estimated $1.43M and leaving 5,250,000 shares worth $96.2M. The position accounts for 4.35% of the portfolio, ranked #5.

Affinity Asset Advisors first reported a position in ERAS in Q2 2024 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Affinity Asset Advisors held 5,250,000 shares of Erasca worth $96.2M as of Q2 2026.
  • Affinity Asset Advisors sold 100,000 Erasca shares in Q2 2026, an estimated $1.43M.
  • Erasca made up 4.35% of Affinity Asset Advisors's portfolio in Q2 2026, its #5 holding.
  • Affinity Asset Advisors first reported a position in Erasca in Q2 2024 and has held it in 9 quarters since.
  • 256 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Affinity Asset Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.