Balyasny Asset Management
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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
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 $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

Balyasny Asset Management's ERAS Position: Q1 2026 in Review

Balyasny Asset Management increased its Erasca (ERAS) stake by 5,145% in Q1 2026, buying an estimated $59.6M and bringing the position to 5,143,985 shares worth $83.2M. The position accounts for 0.11% of the portfolio, ranked #200.

Balyasny Asset Management first reported a position in ERAS in Q4 2022 and has held it in 7 quarters since. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

  • Balyasny Asset Management held 5,143,985 shares of Erasca worth $83.2M as of Q1 2026.
  • Balyasny Asset Management bought 5,045,912 Erasca shares in Q1 2026, an estimated $59.6M.
  • Erasca made up 0.11% of Balyasny Asset Management's portfolio in Q1 2026, its #200 holding.
  • Balyasny Asset Management first reported a position in Erasca in Q4 2022 and has held it in 7 quarters since.
  • 225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

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