CAM
ERAS icon

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
Q2 		$110M Buy
6,000,000
+200,000
+3% +$2.86M 5.63% 5
2026
Q1 		$93.8M Buy
+5,800,000
New +$68.6M 4.71% 5
2023
Q4 		– Sell
-10,813,246
Closed -$21.3M – 52
2023
Q3 		$21.3M Hold
10,813,246
– – 1.24% 21
2023
Q2 		$29.8M Hold
10,813,246
– – 1.67% 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 3.12% 8
2022
Q3 		$81.9M Hold
10,505,554
– – 5.73% 4
2022
Q2 		$58.5M Hold
10,505,554
– – 4.42% 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

FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
State Street
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SL
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

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

Cormorant Asset Management increased its Erasca (ERAS) stake by 3.4% in Q2 2026, buying an estimated $2.86M and bringing the position to 6,000,000 shares worth $110M. The position accounts for 5.63% of the portfolio, ranked #5.

Cormorant Asset Management first reported a position in ERAS in Q3 2021 and has held it in 11 quarters since. The position peaked at $217M in Q3 2021. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Cormorant Asset Management held 6,000,000 shares of Erasca worth $110M as of Q2 2026.
  • Cormorant Asset Management bought 200,000 Erasca shares in Q2 2026, an estimated $2.86M.
  • Erasca made up 5.63% of Cormorant Asset Management's portfolio in Q2 2026, its #5 holding.
  • Cormorant Asset Management first reported a position in Erasca in Q3 2021 and has held it in 11 quarters since.
  • Cormorant Asset Management's Erasca position peaked at $217M in Q3 2021.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

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