Stempoint Capital’s Erasca ERAS Stock Holding History

Stempoint 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	$90K	Buy	+200,000	New	+$2.86M	0.02%	80

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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

Stempoint Capital's ERAS Position: Q2 2026 in Review

Stempoint Capital increased its Erasca (ERAS) stake by 553% in Q2 2026, buying an estimated $19M and bringing the position to 1,565,913 shares worth $28.7M. The position accounts for 4.94% of the portfolio, ranked #4.

Stempoint Capital first reported a position in ERAS in Q1 2026 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

Stempoint Capital held 1,565,913 shares of Erasca worth $28.7M as of Q2 2026.
Stempoint Capital bought 1,326,052 Erasca shares in Q2 2026, an estimated $19M.
Erasca made up 4.94% of Stempoint Capital's portfolio in Q2 2026, its #4 holding.
Stempoint Capital first reported a position in Erasca in Q1 2026 and has held it in 2 quarters since.
257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Stempoint Capital's 13F filing for Q2 2026, filed 14 Aug 2026.