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Silverarc Capital Management’s Erasca ERAS Stock Holding History

Silverarc Capital Management’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 		$23.1M Sell
1,263,026
-588,786
-32% -$8.42M 2.4% 13
2026
Q1 		$30M Buy
1,851,812
+534,228
+41% +$6.31M 3.06% 11
2025
Q4 		$4.9M Sell
1,317,584
-50,491
-4% -$142K 0.68% 40
2025
Q3 		$2.98M Sell
1,368,075
-1,201,516
-47% -$1.91M 0.4% 57
2025
Q2 		$3.26M Sell
2,569,591
-4,798,405
-65% -$6.42M 0.6% 38
2025
Q1 		$10.1M Sell
7,367,996
-175,905
-2% -$302K 2.06% 17
2024
Q4 		$18.9M Buy
7,543,901
+597,413
+9% +$1.64M 4.14% 7
2024
Q3 		$19M Sell
6,946,488
-870,438
-11% -$2.45M 4.26% 5
2024
Q2 		$18.4M Buy
7,816,926
+7,593,081
+3,392% +$16.4M 4.35% 5
2024
Q1 		$461K Buy
+223,845
New +$447K 0.13% 69
2021
Q4 		– Sell
-93,122
Closed -$1.98M – 79
2021
Q3 		$1.98M Buy
+93,122
New +$1.92M 1.12% 31

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

Silverarc Capital Management's ERAS Position: Q2 2026 in Review

Silverarc Capital Management reduced its Erasca (ERAS) stake by 32% in Q2 2026, selling an estimated $8.42M and leaving 1,263,026 shares worth $23.1M. The position accounts for 2.4% of the portfolio, ranked #13.

Silverarc Capital Management first reported a position in ERAS in Q3 2021 and has held it in 11 quarters since. The position peaked at $30M in Q1 2026. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Silverarc Capital Management held 1,263,026 shares of Erasca worth $23.1M as of Q2 2026.
  • Silverarc Capital Management sold 588,786 Erasca shares in Q2 2026, an estimated $8.42M.
  • Erasca made up 2.4% of Silverarc Capital Management's portfolio in Q2 2026, its #13 holding.
  • Silverarc Capital Management first reported a position in Erasca in Q3 2021 and has held it in 11 quarters since.
  • Silverarc Capital Management's Erasca position peaked at $30M in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Silverarc Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.