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OrbiMed’s Erasca ERAS Stock Holding History

OrbiMed’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 		$9.08M Buy
+495,900
New +$7.09M 0.17% 86
2022
Q3 		– Sell
-1,667,693
Closed -$9.29M – 136
2022
Q2 		$9.29M Hold
1,667,693
– – 0.17% 94
2022
Q1 		$14.3M Hold
1,667,693
– – 0.23% 84
2021
Q4 		$26M Sell
1,667,693
-499,648
-23% -$8.55M 0.33% 71
2021
Q3 		$46M Buy
+2,167,341
New +$44.7M 0.51% 54

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

OrbiMed's ERAS Position: Q2 2026 in Review

OrbiMed opened a new position in Erasca (ERAS) in Q2 2026: 495,900 shares worth $9.08M. The stake represents 0.17% of the portfolio and ranks #86 among its holdings. This is a return to the name: OrbiMed previously reported a position in ERAS as recently as Q2 2022.

OrbiMed first reported a position in ERAS in Q3 2021 and has held it in 5 quarters since. The position peaked at $46M in Q3 2021. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • OrbiMed held 495,900 shares of Erasca worth $9.08M as of Q2 2026.
  • Erasca was a new OrbiMed position in Q2 2026.
  • Erasca made up 0.17% of OrbiMed's portfolio in Q2 2026, its #86 holding.
  • OrbiMed first reported a position in Erasca in Q3 2021 and has held it in 5 quarters since.
  • OrbiMed's Erasca position peaked at $46M in Q3 2021.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on OrbiMed's 13F filing for Q2 2026, filed 14 Aug 2026.