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Polymer Capital Management (HK)’s Erasca ERAS Stock Holding History

Polymer Capital Management (HK)’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 		$8.76M Buy
478,020
+120,350
+34% +$1.72M 0.44% 30
2026
Q1 		$5.79M Buy
+357,670
New +$4.23M 0.5% 34

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

Polymer Capital Management (HK)'s ERAS Position: Q2 2026 in Review

Polymer Capital Management (HK) increased its Erasca (ERAS) stake by 34% in Q2 2026, buying an estimated $1.72M and bringing the position to 478,020 shares worth $8.76M. The position accounts for 0.44% of the portfolio, ranked #30.

Polymer Capital Management (HK) first reported a position in ERAS in Q1 2026 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Polymer Capital Management (HK) held 478,020 shares of Erasca worth $8.76M as of Q2 2026.
  • Polymer Capital Management (HK) bought 120,350 Erasca shares in Q2 2026, an estimated $1.72M.
  • Erasca made up 0.44% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #30 holding.
  • Polymer Capital Management (HK) first reported a position in Erasca in Q1 2026 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.