Tang Capital Management’s Erasca ERAS Stock Holding History

Tang Capital Management’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	$3.24M	Sell	200,000 -700,000	-78%	-$8.27M	0.16%	42
2025 Q4	$3.35M	Sell	900,000 -602,915	-40%	-$1.7M	0.17%	62
2025 Q3	$3.28M	Hold	1,502,915	–	–	0.13%	107
2025 Q2	$1.91M	Buy	1,502,915 +312,903	+26%	+$419K	0.1%	120
2025 Q1	$1.63M	Buy	1,190,012 +587,097	+97%	+$1.01M	0.09%	132
2024 Q4	$1.51M	Buy	602,915 +100,000	+20%	+$274K	0.1%	112
2024 Q3	$1.37M	Sell	502,915 -47,085	-9%	-$133K	0.1%	102
2024 Q2	$1.3M	Buy	550,000 +450,000	+450%	+$971K	0.13%	88
2024 Q1	$206K	Sell	100,000 -50,000	-33%	-$99.9K	0.02%	98
2023 Q4	$320K	Buy	+150,000	New	+$316K	0.03%	118

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

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

Tang Capital Management's ERAS Position: Q1 2026 in Review

Tang Capital Management reduced its Erasca (ERAS) stake by 78% in Q1 2026, selling an estimated $8.27M and leaving 200,000 shares worth $3.24M. The position accounts for 0.16% of the portfolio, ranked #42.

Tang Capital Management first reported a position in ERAS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.35M in Q4 2025. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

Tang Capital Management held 200,000 shares of Erasca worth $3.24M as of Q1 2026.
Tang Capital Management sold 700,000 Erasca shares in Q1 2026, an estimated $8.27M.
Erasca made up 0.16% of Tang Capital Management's portfolio in Q1 2026, its #42 holding.
Tang Capital Management first reported a position in Erasca in Q4 2023 and has held it in 10 quarters since.
Tang Capital Management's Erasca position peaked at $3.35M in Q4 2025.
225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on Tang Capital Management's 13F filing for Q1 2026, filed 15 May 2026.