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Graham Capital Management’s Erasca ERAS Stock Holding History

Graham 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
2025
Q4 		– Sell
-62,705
Closed -$137K – 1325
2025
Q3 		$137K Sell
62,705
-1,119
-2% -$1.78K ﹤0.01% 1131
2025
Q2 		$81.1K Buy
63,824
+21,815
+52% +$29.2K ﹤0.01% 1225
2025
Q1 		$57.6K Buy
+42,009
New +$72.1K ﹤0.01% 1228
2024
Q3 		– Sell
-17,414
Closed -$41.1K – 1162
2024
Q2 		$41.1K Sell
17,414
-18,996
-52% -$41K ﹤0.01% 988
2024
Q1 		$75K Buy
36,410
+11,455
+46% +$22.9K ﹤0.01% 995
2023
Q4 		$53.2K Sell
24,955
-6,274
-20% -$13.2K ﹤0.01% 940
2023
Q3 		$61.5K Sell
31,229
-27,692
-47% -$70.9K ﹤0.01% 958
2023
Q2 		$163K Buy
58,921
+48,394
+460% +$138K ﹤0.01% 848
2023
Q1 		$31.7K Buy
+10,527
New +$38.3K ﹤0.01% 1012

Other funds holding ERAS

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 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
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Graham Capital Management's ERAS Position: Q4 2025 in Review

Graham Capital Management sold out of Erasca (ERAS) in Q4 2025, closing a stake of 62,705 shares — an estimated $137K sold.

Graham Capital Management first reported a position in ERAS in Q1 2023 and held it in 9 quarters. The position peaked at $163K in Q2 2023. 154 funds tracked by Wall St. Rank hold ERAS as of Q4 2025.

  • Graham Capital Management reported no remaining Erasca position as of Q4 2025 after selling out during the quarter.
  • Graham Capital Management sold 62,705 Erasca shares in Q4 2025, an estimated $137K.
  • Graham Capital Management first reported a position in Erasca in Q1 2023 and held it in 9 quarters.
  • Graham Capital Management's Erasca position peaked at $163K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held Erasca as of Q4 2025.

Based on Graham Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.