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Arch Venture Management’s Erasca ERAS Stock Holding History

Arch 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 		$115M Sell
7,091,557
-3,963,997
-36% -$46.9M 16.95% 4
2025
Q4 		$41.1M Hold
11,055,554
– – 6.31% 6
2025
Q3 		$24.1M Hold
11,055,554
– – 4.9% 6
2025
Q2 		$14.1M Hold
11,055,554
– – 4.71% 7
2025
Q1 		$15.1M Hold
11,055,554
– – 7.34% 4
2024
Q4 		$27.7M Hold
11,055,554
– – 12.05% 3
2024
Q3 		$30.2M Hold
11,055,554
– – 11.58% 3
2024
Q2 		$26.1M Hold
11,055,554
– – 9.81% 3
2024
Q1 		$22.8M Hold
11,055,554
– – 28.37% 2
2023
Q4 		$23.5M Hold
11,055,554
– – 14.4% 3
2023
Q3 		$21.8M Hold
11,055,554
– – 14.15% 3
2023
Q2 		$30.5M Hold
11,055,554
– – 18.84% 3
2023
Q1 		$33.3M Hold
11,055,554
– – 16.06% 3
2022
Q4 		$47.6M Hold
11,055,554
– – 12.2% 4
2022
Q3 		$86.2M Hold
11,055,554
– – 11.18% 4
2022
Q2 		$61.6M Hold
11,055,554
– – 7.5% 4
2022
Q1 		$95.1M Hold
11,055,554
– – 13.59% 3
2021
Q4 		$172M Buy
+11,055,554
New +$189M 18.22% 3

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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SL
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

Arch Venture Management's ERAS Position: Q1 2026 in Review

Arch Venture Management reduced its Erasca (ERAS) stake by 36% in Q1 2026, selling an estimated $46.9M and leaving 7,091,557 shares worth $115M. The position accounts for 16.95% of the portfolio, ranked #4.

Arch Venture Management first reported a position in ERAS in Q4 2021 and has held it in 18 quarters since. The position peaked at $172M in Q4 2021. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

  • Arch Venture Management held 7,091,557 shares of Erasca worth $115M as of Q1 2026.
  • Arch Venture Management sold 3,963,997 Erasca shares in Q1 2026, an estimated $46.9M.
  • Erasca made up 16.95% of Arch Venture Management's portfolio in Q1 2026, its #4 holding.
  • Arch Venture Management first reported a position in Erasca in Q4 2021 and has held it in 18 quarters since.
  • Arch Venture Management's Erasca position peaked at $172M in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

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