Renaissance Technologies’s Erasca ERAS Stock Holding History

Renaissance Technologies’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	$22.6M	Buy	1,398,869 +548,769	+65%	+$6.49M	0.04%	600
2025 Q4	$3.16M	Sell	850,100 -164,905	-16%	-$464K	﹤0.01%	1608
2025 Q3	$2.21M	Buy	1,015,005 +272,505	+37%	+$433K	﹤0.01%	2001
2025 Q2	$943K	Sell	742,500 -214,007	-22%	-$286K	﹤0.01%	2550
2025 Q1	$1.31M	Sell	956,507 -176,493	-16%	-$303K	﹤0.01%	2241
2024 Q4	$2.84M	Sell	1,133,000 -158,000	-12%	-$433K	﹤0.01%	1820
2024 Q3	$3.52M	Sell	1,291,000 -284,100	-18%	-$800K	0.01%	1671
2024 Q2	$3.72M	Sell	1,575,100 -56,500	-3%	-$122K	0.01%	1495
2024 Q1	$3.36M	Sell	1,631,600 -376,900	-19%	-$753K	0.01%	1681
2023 Q4	$4.28M	Buy	2,008,500 +1,266,400	+171%	+$2.67M	0.01%	1451
2023 Q3	$1.46M	Sell	742,100 -409,600	-36%	-$1.05M	﹤0.01%	2053
2023 Q2	$3.18M	Sell	1,151,700 -305,990	-21%	-$872K	﹤0.01%	1696
2023 Q1	$4.39M	Buy	1,457,690 +1,103,115	+311%	+$4.01M	0.01%	1550
2022 Q4	$1.53M	Buy	+354,575	New	+$2.4M	﹤0.01%	2250
2022 Q3	–	Sell	-137,700	Closed	-$767K	–	4107
2022 Q2	$767K	Buy	137,700 +116,500	+550%	+$763K	﹤0.01%	2884
2022 Q1	$182K	Buy	+21,200	New	+$246K	﹤0.01%	3672

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

Renaissance Technologies's ERAS Position: Q1 2026 in Review

Renaissance Technologies increased its Erasca (ERAS) stake by 65% in Q1 2026, buying an estimated $6.49M and bringing the position to 1,398,869 shares worth $22.6M. The position accounts for 0.04% of the portfolio, ranked #600.

Renaissance Technologies first reported a position in ERAS in Q1 2022 and has held it in 16 quarters since. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

Renaissance Technologies held 1,398,869 shares of Erasca worth $22.6M as of Q1 2026.
Renaissance Technologies bought 548,769 Erasca shares in Q1 2026, an estimated $6.49M.
Erasca made up 0.04% of Renaissance Technologies's portfolio in Q1 2026, its #600 holding.
Renaissance Technologies first reported a position in Erasca in Q1 2022 and has held it in 16 quarters since.
225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.