Cormorant Asset Management’s Erasca ERAS Stock Holding History

Cormorant 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	$93.8M	Buy	+5,800,000	New	+$68.6M	4.73%	5
2023 Q4	–	Sell	-10,813,246	Closed	-$21.3M	–	53
2023 Q3	$21.3M	Hold	10,813,246	–	–	1.24%	21
2023 Q2	$29.8M	Hold	10,813,246	–	–	1.7%	14
2023 Q1	$32.5M	Hold	10,813,246	–	–	2.14%	13
2022 Q4	$46.6M	Buy	10,813,246 +307,692	+3%	+$2.09M	3.13%	8
2022 Q3	$81.9M	Hold	10,505,554	–	–	5.76%	4
2022 Q2	$58.5M	Hold	10,505,554	–	–	4.54%	3
2022 Q1	$90.3M	Buy	10,505,554 +4	+0%	+$46	6.94%	2
2021 Q4	$164M	Hold	10,505,550	–	–	9.74%	1
2021 Q3	$217M	Buy	+10,505,550	New	+$217M	8.81%	1

Other funds holding ERAS

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 New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Logos Global Management San Francisco, California $1.94B AUM 444.09% 1-Year Est. Return

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