ExodusPoint Capital Management’s Erasca ERAS Stock Holding History

ExodusPoint 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
2026 Q1	$9.32M	Sell	575,715 -915,252	-61%	-$10.8M	0.07%	250
2025 Q4	$5.55M	Buy	+1,490,967	New	+$4.19M	0.04%	438
2024 Q3	–	Sell	-1,185,758	Closed	-$2.8M	–	1744
2024 Q2	$2.8M	Buy	1,185,758 +936,240	+375%	+$2.02M	0.02%	657
2024 Q1	$514K	Buy	+249,518	New	+$499K	﹤0.01%	1131
2023 Q4	–	Sell	-120,892	Closed	-$238K	–	1628
2023 Q3	$238K	Buy	120,892 +34,406	+40%	+$88.1K	﹤0.01%	1478
2023 Q2	$239K	Buy	+86,486	New	+$246K	﹤0.01%	1630

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

ExodusPoint Capital Management's ERAS Position: Q1 2026 in Review

ExodusPoint Capital Management reduced its Erasca (ERAS) stake by 61% in Q1 2026, selling an estimated $10.8M and leaving 575,715 shares worth $9.32M. The position accounts for 0.07% of the portfolio, ranked #250.

ExodusPoint Capital Management first reported a position in ERAS in Q2 2023 and has held it in 6 quarters since. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

ExodusPoint Capital Management held 575,715 shares of Erasca worth $9.32M as of Q1 2026.
ExodusPoint Capital Management sold 915,252 Erasca shares in Q1 2026, an estimated $10.8M.
Erasca made up 0.07% of ExodusPoint Capital Management's portfolio in Q1 2026, its #250 holding.
ExodusPoint Capital Management first reported a position in Erasca in Q2 2023 and has held it in 6 quarters since.
225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.