Logos Global Management’s Erasca ERAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.1M Buy
15,000,000
+2,000,000
+15% +$2.54M 2.11% 13
2025
Q1
$17.8M Buy
13,000,000
+500,000
+4% +$685K 3.17% 13
2024
Q4
$31.4M Buy
12,500,000
+1,600,000
+15% +$4.02M 3.67% 8
2024
Q3
$29.8M Buy
10,900,000
+5,000,000
+85% +$13.7M 3.21% 12
2024
Q2
$13.9M Buy
+5,900,000
New +$13.9M 1.12% 24