Suvretta Capital Management’s Erasca ERAS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.4M	Buy	14,502,004 +2,187,000	+18%	+$2.78M	0.56%	42
2025 Q1	$16.9M	Hold	12,315,004	–	–	0.63%	41
2024 Q4	$30.9M	Sell	12,315,004 -1,453,035	-11%	-$3.65M	1.05%	32
2024 Q3	$37.6M	Hold	13,768,039	–	–	1.2%	31
2024 Q2	$32.5M	Buy	+13,768,039	New	+$32.5M	1.19%	28