Balyasny Asset Management’s Erasca ERAS Stock Holding History

Balyasny Asset 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 Q2	$12.1M	Sell	658,175 -4,485,810	-87%	-$64.2M	0.02%	975
2026 Q1	$83.2M	Buy	5,143,985 +5,045,912	+5,145%	+$59.6M	0.11%	200
2025 Q4	$365K	Sell	98,073 -2,386	-2%	-$6.71K	﹤0.01%	2657
2025 Q3	$219K	Buy	100,459 +87,407	+670%	+$139K	﹤0.01%	2701
2025 Q2	$16.6K	Buy	+13,052	New	+$17.5K	﹤0.01%	2722
2024 Q3	–	Sell	-4,319,484	Closed	-$10.2M	–	2845
2024 Q2	$10.2M	Buy	+4,319,484	New	+$9.32M	0.02%	878
2023 Q2	–	Sell	-18,176	Closed	-$54.7K	–	2412
2023 Q1	$54.7K	Sell	18,176 -89,426	-83%	-$325K	﹤0.01%	2382
2022 Q4	$464K	Buy	+107,602	New	+$730K	﹤0.01%	1877

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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

Balyasny Asset Management's ERAS Position: Q2 2026 in Review

Balyasny Asset Management reduced its Erasca (ERAS) stake by 87% in Q2 2026, selling an estimated $64.2M and leaving 658,175 shares worth $12.1M. The position accounts for 0.02% of the portfolio, ranked #975.

Balyasny Asset Management first reported a position in ERAS in Q4 2022 and has held it in 8 quarters since. The position peaked at $83.2M in Q1 2026. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

Balyasny Asset Management held 658,175 shares of Erasca worth $12.1M as of Q2 2026.
Balyasny Asset Management sold 4,485,810 Erasca shares in Q2 2026, an estimated $64.2M.
Erasca made up 0.02% of Balyasny Asset Management's portfolio in Q2 2026, its #975 holding.
Balyasny Asset Management first reported a position in Erasca in Q4 2022 and has held it in 8 quarters since.
Balyasny Asset Management's Erasca position peaked at $83.2M in Q1 2026.
257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.