D.E. Shaw & Co
ERAS icon

D.E. Shaw & Co’s Erasca ERAS Stock Holding History

D.E. Shaw & Co’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 		$19.7M Buy
1,219,534
+1,017,596
+504% +$12M 0.01% 1152
2025
Q4 		$751K Buy
+201,938
New +$568K ﹤0.01% 3715
2025
Q2 		– Sell
-31,429
Closed -$43.1K – 4443
2025
Q1 		$43.1K Sell
31,429
-337,825
-91% -$580K ﹤0.01% 4070
2024
Q4 		$927K Sell
369,254
-114,572
-24% -$314K ﹤0.01% 3247
2024
Q3 		$1.32M Buy
483,826
+168,273
+53% +$474K ﹤0.01% 3061
2024
Q2 		$745K Sell
315,553
-5,171
-2% -$11.2K ﹤0.01% 3370
2024
Q1 		$661K Buy
320,724
+218,481
+214% +$437K ﹤0.01% 3338
2023
Q4 		$218K Buy
+102,243
New +$216K ﹤0.01% 3856
2023
Q2 		– Sell
-37,880
Closed -$114K – 4318
2023
Q1 		$114K Sell
37,880
-75,104
-66% -$273K ﹤0.01% 3969
2022
Q4 		$487K Buy
112,984
+96,148
+571% +$652K ﹤0.01% 3866
2022
Q3 		$131K Sell
16,836
-94,108
-85% -$758K ﹤0.01% 4558
2022
Q2 		$618K Sell
110,944
-69,135
-38% -$453K ﹤0.01% 3975
2022
Q1 		$1.55M Buy
+180,079
New +$2.09M ﹤0.01% 3550

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

D.E. Shaw & Co's ERAS Position: Q1 2026 in Review

D.E. Shaw & Co increased its Erasca (ERAS) stake by 504% in Q1 2026, buying an estimated $12M and bringing the position to 1,219,534 shares worth $19.7M. The position accounts for 0.01% of the portfolio, ranked #1152.

D.E. Shaw & Co first reported a position in ERAS in Q1 2022 and has held it in 13 quarters since. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

  • D.E. Shaw & Co held 1,219,534 shares of Erasca worth $19.7M as of Q1 2026.
  • D.E. Shaw & Co bought 1,017,596 Erasca shares in Q1 2026, an estimated $12M.
  • Erasca made up 0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #1152 holding.
  • D.E. Shaw & Co first reported a position in Erasca in Q1 2022 and has held it in 13 quarters since.
  • 225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.