Hudson Bay Capital Management
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Hudson Bay Capital Management’s Erasca ERAS Stock Holding History

Hudson Bay 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 		$1.83M Buy
100,000
+34,650
+53% +$496K 0.01% 836
2026
Q1 		$1.06M Sell
65,350
-92,670
-59% -$1.1M ﹤0.01% 867
2025
Q4 		$588K Buy
+158,020
New +$444K ﹤0.01% 850
2023
Q1 		– Sell
-285,535
Closed -$1.23M – 893
2022
Q4 		$1.23M Buy
+285,535
New +$1.94M 0.01% 670

Other funds holding ERAS

FLSM
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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 $3.38T AUM 44.17% 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

Hudson Bay Capital Management's ERAS Position: Q2 2026 in Review

Hudson Bay Capital Management increased its Erasca (ERAS) stake by 53% in Q2 2026, buying an estimated $496K and bringing the position to 100,000 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #836.

Hudson Bay Capital Management first reported a position in ERAS in Q4 2022 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Hudson Bay Capital Management held 100,000 shares of Erasca worth $1.83M as of Q2 2026.
  • Hudson Bay Capital Management bought 34,650 Erasca shares in Q2 2026, an estimated $496K.
  • Erasca made up 0.01% of Hudson Bay Capital Management's portfolio in Q2 2026, its #836 holding.
  • Hudson Bay Capital Management first reported a position in Erasca in Q4 2022 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.