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Dmitry Balyasny’s Erasca ERAS Stock Holding History

Dmitry Balyasny’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 		$11M Buy
+600,000
New +$8.58M 0.01% 1014

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

Dmitry Balyasny's ERAS Position: Q2 2026 in Review

Dmitry Balyasny reduced its Erasca (ERAS) stake by 87% in Q2 2026, selling an estimated $64.2M and leaving 658,175 shares worth $12.1M. The position accounts for 0.02% of the portfolio, ranked #975.

Dmitry Balyasny first reported a position in ERAS in Q4 2022 and has held it in 8 quarters since. The position peaked at $83.2M in Q1 2026. 255 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Dmitry Balyasny held 658,175 shares of Erasca worth $12.1M as of Q2 2026.
  • Dmitry Balyasny sold 4,485,810 Erasca shares in Q2 2026, an estimated $64.2M.
  • Erasca made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #975 holding.
  • Dmitry Balyasny first reported a position in Erasca in Q4 2022 and has held it in 8 quarters since.
  • Dmitry Balyasny's Erasca position peaked at $83.2M in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

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