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KVP Capital Advisors’s Erasca ERAS Stock Holding History

KVP Capital Advisors’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 		$8.34M Buy
455,000
+115,000
+34% +$1.64M 6.12% 3
2026
Q1 		$5.5M Buy
+340,000
New +$4.02M 4.11% 7

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

KVP Capital Advisors's ERAS Position: Q2 2026 in Review

KVP Capital Advisors increased its Erasca (ERAS) stake by 34% in Q2 2026, buying an estimated $1.64M and bringing the position to 455,000 shares worth $8.34M. The position accounts for 6.12% of the portfolio, ranked #3.

KVP Capital Advisors first reported a position in ERAS in Q1 2026 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • KVP Capital Advisors held 455,000 shares of Erasca worth $8.34M as of Q2 2026.
  • KVP Capital Advisors bought 115,000 Erasca shares in Q2 2026, an estimated $1.64M.
  • Erasca made up 6.12% of KVP Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • KVP Capital Advisors first reported a position in Erasca in Q1 2026 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on KVP Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.