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Logos Global Management’s Erasca ERAS Stock Holding History

Logos Global 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 		$223M Buy
12,150,000
+1,000,000
+9% +$14.3M 9.58% 1
2026
Q1 		$180M Sell
11,150,000
-1,850,000
-14% -$21.9M 9.01% 2
2025
Q4 		$48.4M Sell
13,000,000
-2,150,000
-14% -$6.05M 2.92% 8
2025
Q3 		$33M Buy
15,150,000
+150,000
+1% +$239K 2.96% 10
2025
Q2 		$19.1M Buy
15,000,000
+2,000,000
+15% +$2.68M 2.11% 15
2025
Q1 		$17.8M Buy
13,000,000
+500,000
+4% +$858K 3.17% 13
2024
Q4 		$31.4M Buy
12,500,000
+1,600,000
+15% +$4.39M 3.67% 8
2024
Q3 		$29.8M Buy
10,900,000
+5,000,000
+85% +$14.1M 3.21% 12
2024
Q2 		$13.9M Buy
+5,900,000
New +$12.7M 1.12% 28

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
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
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

Logos Global Management's ERAS Position: Q2 2026 in Review

Logos Global Management increased its Erasca (ERAS) stake by 9% in Q2 2026, buying an estimated $14.3M and bringing the position to 12,150,000 shares worth $223M. The position accounts for 9.58% of the portfolio, ranked #1.

Logos Global Management first reported a position in ERAS in Q2 2024 and has held it in 9 quarters since. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Logos Global Management held 12,150,000 shares of Erasca worth $223M as of Q2 2026.
  • Logos Global Management bought 1,000,000 Erasca shares in Q2 2026, an estimated $14.3M.
  • Erasca made up 9.58% of Logos Global Management's portfolio in Q2 2026, its #1 holding.
  • Logos Global Management first reported a position in Erasca in Q2 2024 and has held it in 9 quarters since.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Logos Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.