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
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
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 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
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SL
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

Hudson Bay Capital Management's ERAS Position: Q1 2026 in Review

Hudson Bay Capital Management reduced its Erasca (ERAS) stake by 59% in Q1 2026, selling an estimated $1.1M and leaving 65,350 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Hudson Bay Capital Management first reported a position in ERAS in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2022. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

  • Hudson Bay Capital Management held 65,350 shares of Erasca worth $1.06M as of Q1 2026.
  • Hudson Bay Capital Management sold 92,670 Erasca shares in Q1 2026, an estimated $1.1M.
  • Erasca made up ﹤0.01% of Hudson Bay Capital Management's portfolio in Q1 2026, its #867 holding.
  • Hudson Bay Capital Management first reported a position in Erasca in Q4 2022 and has held it in 3 quarters since.
  • Hudson Bay Capital Management's Erasca position peaked at $1.23M in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

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