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Siren LLC’s Erasca ERAS Stock Holding History

Siren LLC’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 		$209M Buy
11,397,781
+153,535
+1% +$2.2M 4.23% 3
2026
Q1 		$182M Buy
11,244,246
+2,486,997
+28% +$29.4M 5.04% 3
2025
Q4 		$32.6M Hold
8,757,249
– – 0.97% 31
2025
Q3 		$19.1M Hold
8,757,249
– – 0.75% 35
2025
Q2 		$11.1M Hold
8,757,249
– – 0.58% 39
2025
Q1 		$12M Sell
8,757,249
-99,930
-1% -$172K 0.68% 35
2024
Q4 		$22.2M Hold
8,857,179
– – 0.98% 29
2024
Q3 		$24.2M Buy
+8,857,179
New +$24.9M 1.21% 30

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
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

Siren LLC's ERAS Position: Q2 2026 in Review

Siren LLC increased its Erasca (ERAS) stake by 1.4% in Q2 2026, buying an estimated $2.2M and bringing the position to 11,397,781 shares worth $209M. The position accounts for 4.23% of the portfolio, ranked #3.

Siren LLC first reported a position in ERAS in Q3 2024 and has held it in 8 quarters since. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Siren LLC held 11,397,781 shares of Erasca worth $209M as of Q2 2026.
  • Siren LLC bought 153,535 Erasca shares in Q2 2026, an estimated $2.2M.
  • Erasca made up 4.23% of Siren LLC's portfolio in Q2 2026, its #3 holding.
  • Siren LLC first reported a position in Erasca in Q3 2024 and has held it in 8 quarters since.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Siren LLC's 13F filing for Q2 2026, filed 13 Aug 2026.