Pale Fire Capital SE’s Erasca ERAS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-111,906	Closed	-$231K	–	48
2024 Q1	$231K	Sell	111,906 -74,195	-40%	-$153K	0.03%	32
2023 Q4	$396K	Buy	186,101 +144,000	+342%	+$307K	0.06%	40
2023 Q3	$82.9K	Buy	+42,101	New	+$82.9K	0.01%	58