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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
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 $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
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Logos Global Management's ERAS Position: Q1 2026 in Review

Logos Global Management reduced its Erasca (ERAS) stake by 14% in Q1 2026, selling an estimated $21.9M and leaving 11,150,000 shares worth $180M. The position accounts for 9.01% of the portfolio, ranked #2.

Logos Global Management first reported a position in ERAS in Q2 2024 and has held it in 8 quarters since. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

  • Logos Global Management held 11,150,000 shares of Erasca worth $180M as of Q1 2026.
  • Logos Global Management sold 1,850,000 Erasca shares in Q1 2026, an estimated $21.9M.
  • Erasca made up 9.01% of Logos Global Management's portfolio in Q1 2026, its #2 holding.
  • Logos Global Management first reported a position in Erasca in Q2 2024 and has held it in 8 quarters since.
  • 225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on Logos Global Management's 13F filing for Q1 2026, filed 15 May 2026.