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John Overdeck’s Erasca ERAS Stock Holding History

John Overdeck’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 		$657K Buy
35,874
+20,074
+127% +$287K ﹤0.01% 3936
2026
Q1 		$256K Sell
15,800
-22,224
-58% -$263K ﹤0.01% 4164
2025
Q4 		$141K Sell
38,024
-309,743
-89% -$871K ﹤0.01% 3815
2025
Q3 		$758K Sell
347,767
-79,836
-19% -$127K ﹤0.01% 2759
2025
Q2 		$543K Sell
427,603
-164,034
-28% -$220K ﹤0.01% 2552
2025
Q1 		$811K Sell
591,637
-366,608
-38% -$629K ﹤0.01% 2294
2024
Q4 		$2.41M Sell
958,245
-386,668
-29% -$1.06M 0.01% 1596
2024
Q3 		$3.67M Buy
1,344,913
+540,431
+67% +$1.52M 0.01% 1257
2024
Q2 		$1.9M Sell
804,482
-267,074
-25% -$576K ﹤0.01% 1582
2024
Q1 		$2.21M Buy
1,071,556
+74,137
+7% +$148K 0.01% 1410
2023
Q4 		$2.12M Buy
997,419
+563,282
+130% +$1.19M ﹤0.01% 1491
2023
Q3 		$855K Sell
434,137
-295,730
-41% -$758K ﹤0.01% 2021
2023
Q2 		$2.01M Sell
729,867
-53,447
-7% -$152K 0.01% 1428
2023
Q1 		$2.36M Buy
783,314
+572,862
+272% +$2.08M 0.01% 1282
2022
Q4 		$907K Buy
+210,452
New +$1.43M ﹤0.01% 1737
2022
Q3 		– Sell
-61,581
Closed -$343K – 2562
2022
Q2 		$343K Buy
61,581
+34,202
+125% +$224K ﹤0.01% 1973
2022
Q1 		$235K Buy
+27,379
New +$317K ﹤0.01% 2298

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
VA
VR Adviser New York $3.3B AUM 525.74% 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

John Overdeck's ERAS Position: Q2 2026 in Review

John Overdeck increased its Erasca (ERAS) stake by 127% in Q2 2026, buying an estimated $287K and bringing the position to 35,874 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #3936.

John Overdeck first reported a position in ERAS in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.67M in Q3 2024. 255 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • John Overdeck held 35,874 shares of Erasca worth $657K as of Q2 2026.
  • John Overdeck bought 20,074 Erasca shares in Q2 2026, an estimated $287K.
  • Erasca made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3936 holding.
  • John Overdeck first reported a position in Erasca in Q1 2022 and has held it in 17 quarters since.
  • John Overdeck's Erasca position peaked at $3.67M in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.