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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
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 $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
RI
RTW Investments New York $10B AUM 135.35% 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
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

Siren LLC's ERAS Position: Q1 2026 in Review

Siren LLC increased its Erasca (ERAS) stake by 28% in Q1 2026, buying an estimated $29.4M and bringing the position to 11,244,246 shares worth $182M. The position accounts for 5.04% of the portfolio, ranked #3.

Siren LLC first reported a position in ERAS in Q3 2024 and has held it in 7 quarters since. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

  • Siren LLC held 11,244,246 shares of Erasca worth $182M as of Q1 2026.
  • Siren LLC bought 2,486,997 Erasca shares in Q1 2026, an estimated $29.4M.
  • Erasca made up 5.04% of Siren LLC's portfolio in Q1 2026, its #3 holding.
  • Siren LLC first reported a position in Erasca in Q3 2024 and has held it in 7 quarters since.
  • 225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on Siren LLC's 13F filing for Q1 2026, filed 14 May 2026.