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Spruce Street Capital’s Erasca ERAS Stock Holding History

Spruce Street Capital’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 		$7.74M Hold
422,543
– – 1.52% 20
2026
Q1 		$6.84M Sell
422,543
-3,467,089
-89% -$41M 1.64% 20
2025
Q4 		$14.5M Buy
+3,889,632
New +$10.9M 4.78% 9

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

Spruce Street Capital's ERAS Position: Q2 2026 in Review

Spruce Street Capital held its Erasca (ERAS) position steady in Q2 2026 at 422,543 shares worth $7.74M. The position accounts for 1.52% of the portfolio, ranked #20.

Spruce Street Capital first reported a position in ERAS in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.5M in Q4 2025. 256 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Spruce Street Capital held 422,543 shares of Erasca worth $7.74M as of Q2 2026.
  • Spruce Street Capital left its Erasca share count unchanged in Q2 2026.
  • Erasca made up 1.52% of Spruce Street Capital's portfolio in Q2 2026, its #20 holding.
  • Spruce Street Capital first reported a position in Erasca in Q4 2025 and has held it in 3 quarters since.
  • Spruce Street Capital's Erasca position peaked at $14.5M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Spruce Street Capital's 13F filing for Q2 2026, filed 13 Aug 2026.