Bailard’s Erasca ERAS Stock Holding History

Bailard’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	$213K	Sell	13,146 -22,092	-63%	-$261K	﹤0.01%	699
2025 Q4	$131K	Buy	+35,238	New	+$99.1K	﹤0.01%	730
2024 Q1	–	Sell	-50,000	Closed	-$107K	–	758
2023 Q4	$107K	Buy	+50,000	New	+$105K	﹤0.01%	689

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

Bailard's ERAS Position: Q1 2026 in Review

Bailard reduced its Erasca (ERAS) stake by 63% in Q1 2026, selling an estimated $261K and leaving 13,146 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Bailard first reported a position in ERAS in Q4 2023 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

Bailard held 13,146 shares of Erasca worth $213K as of Q1 2026.
Bailard sold 22,092 Erasca shares in Q1 2026, an estimated $261K.
Erasca made up ﹤0.01% of Bailard's portfolio in Q1 2026, its #699 holding.
Bailard first reported a position in Erasca in Q4 2023 and has held it in 3 quarters since.
225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.