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RTW Investments’s Erasca ERAS Stock Holding History

RTW Investments’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 		$261M Buy
16,157,175
+16,010,524
+10,917% +$189M 2.6% 9
2025
Q4 		$546K Buy
+146,651
New +$412K 0.01% 90

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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SL
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RTW Investments's ERAS Position: Q1 2026 in Review

RTW Investments increased its Erasca (ERAS) stake by 10,917% in Q1 2026, buying an estimated $189M and bringing the position to 16,157,175 shares worth $261M. The position accounts for 2.6% of the portfolio, ranked #9.

RTW Investments first reported a position in ERAS in Q4 2025 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

  • RTW Investments held 16,157,175 shares of Erasca worth $261M as of Q1 2026.
  • RTW Investments bought 16,010,524 Erasca shares in Q1 2026, an estimated $189M.
  • Erasca made up 2.6% of RTW Investments's portfolio in Q1 2026, its #9 holding.
  • RTW Investments first reported a position in Erasca in Q4 2025 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on RTW Investments's 13F filing for Q1 2026, filed 15 May 2026.