Cloud Capital Management’s Erasca ERAS Stock Holding History

Cloud Capital 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
2025 Q4	–	Sell	-21	Closed	–	–	547
2025 Q3	$0	Buy	+21	New	+$33	﹤0.01%	1159

Other funds holding ERAS

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 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

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AVM

Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Cloud Capital Management's ERAS Position: Q4 2025 in Review

Cloud Capital Management sold out of Erasca (ERAS) in Q4 2025, closing a stake of 21 shares.

Cloud Capital Management first reported a position in ERAS in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 154 funds tracked by Wall St. Rank hold ERAS as of Q4 2025.

Cloud Capital Management reported no remaining Erasca position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 21 Erasca shares in Q4 2025.
Cloud Capital Management first reported a position in Erasca in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's Erasca position peaked at $0 in Q3 2025.
154 funds tracked by Wall St. Rank held Erasca as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.