Geode Capital Management
ERAS icon

Geode Capital Management’s Erasca ERAS Stock Holding History

Geode 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
Q2 		$119M Buy
6,501,426
+505,277
+8% +$7.23M 0.01% 1080
2026
Q1 		$97M Buy
5,996,149
+1,069,814
+22% +$12.6M 0.01% 1102
2025
Q4 		$18.3M Buy
4,926,335
+77,772
+2% +$219K ﹤0.01% 2053
2025
Q3 		$10.6M Buy
4,848,563
+12,921
+0.3% +$20.6K ﹤0.01% 2384
2025
Q2 		$6.14M Buy
4,835,642
+77,790
+2% +$104K ﹤0.01% 2629
2025
Q1 		$6.52M Buy
4,757,852
+188,033
+4% +$323K ﹤0.01% 2523
2024
Q4 		$11.5M Buy
4,569,819
+67,121
+1% +$184K ﹤0.01% 2280
2024
Q3 		$12.3M Buy
4,502,698
+1,190,807
+36% +$3.35M ﹤0.01% 2262
2024
Q2 		$7.82M Buy
3,311,891
+1,420,348
+75% +$3.06M ﹤0.01% 2476
2024
Q1 		$3.9M Buy
1,891,543
+79,632
+4% +$159K ﹤0.01% 2835
2023
Q4 		$3.86M Buy
1,811,911
+96,518
+6% +$204K ﹤0.01% 2835
2023
Q3 		$3.38M Buy
1,715,393
+100,196
+6% +$257K ﹤0.01% 2841
2023
Q2 		$4.46M Buy
1,615,197
+91,167
+6% +$260K ﹤0.01% 2746
2023
Q1 		$4.59M Buy
1,524,030
+298,009
+24% +$1.08M ﹤0.01% 2667
2022
Q4 		$5.28M Buy
1,226,021
+77,025
+7% +$522K ﹤0.01% 2632
2022
Q3 		$8.96M Buy
1,148,996
+374,638
+48% +$3.02M ﹤0.01% 2332
2022
Q2 		$4.31M Buy
774,358
+51,329
+7% +$336K ﹤0.01% 2787
2022
Q1 		$6.22M Buy
723,029
+325,202
+82% +$3.77M ﹤0.01% 2664
2021
Q4 		$6.2M Buy
397,827
+21,507
+6% +$368K ﹤0.01% 2769
2021
Q3 		$7.99M Buy
+376,320
New +$7.76M ﹤0.01% 2628

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
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
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

Geode Capital Management's ERAS Position: Q2 2026 in Review

Geode Capital Management increased its Erasca (ERAS) stake by 8.4% in Q2 2026, buying an estimated $7.23M and bringing the position to 6,501,426 shares worth $119M. The position accounts for 0.01% of the portfolio, ranked #1080.

Geode Capital Management first reported a position in ERAS in Q3 2021 and has held it in 20 quarters since. 239 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Geode Capital Management held 6,501,426 shares of Erasca worth $119M as of Q2 2026.
  • Geode Capital Management bought 505,277 Erasca shares in Q2 2026, an estimated $7.23M.
  • Erasca made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #1080 holding.
  • Geode Capital Management first reported a position in Erasca in Q3 2021 and has held it in 20 quarters since.
  • 239 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.