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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
Q2 		$329M Buy
17,946,754
+1,789,579
+11% +$25.6M 2.81% 10
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 $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
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
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

RTW Investments's ERAS Position: Q2 2026 in Review

RTW Investments increased its Erasca (ERAS) stake by 11% in Q2 2026, buying an estimated $25.6M and bringing the position to 17,946,754 shares worth $329M. The position accounts for 2.81% of the portfolio, ranked #10.

RTW Investments first reported a position in ERAS in Q4 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • RTW Investments held 17,946,754 shares of Erasca worth $329M as of Q2 2026.
  • RTW Investments bought 1,789,579 Erasca shares in Q2 2026, an estimated $25.6M.
  • Erasca made up 2.81% of RTW Investments's portfolio in Q2 2026, its #10 holding.
  • RTW Investments first reported a position in Erasca in Q4 2025 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

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