Two Sigma Investments
ERAS icon

Two Sigma Investments’s Erasca ERAS Stock Holding History

Two Sigma Investments’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 		$256K Sell
15,800
-22,224
-58% -$263K ﹤0.01% 4164
2025
Q4 		$141K Sell
38,024
-309,743
-89% -$871K ﹤0.01% 3815
2025
Q3 		$758K Sell
347,767
-79,836
-19% -$127K ﹤0.01% 2759
2025
Q2 		$543K Sell
427,603
-164,034
-28% -$220K ﹤0.01% 2552
2025
Q1 		$811K Sell
591,637
-366,608
-38% -$629K ﹤0.01% 2294
2024
Q4 		$2.41M Sell
958,245
-386,668
-29% -$1.06M 0.01% 1596
2024
Q3 		$3.67M Buy
1,344,913
+540,431
+67% +$1.52M 0.01% 1257
2024
Q2 		$1.9M Sell
804,482
-267,074
-25% -$576K ﹤0.01% 1582
2024
Q1 		$2.21M Buy
1,071,556
+74,137
+7% +$148K 0.01% 1410
2023
Q4 		$2.12M Buy
997,419
+563,282
+130% +$1.19M ﹤0.01% 1491
2023
Q3 		$855K Sell
434,137
-295,730
-41% -$758K ﹤0.01% 2021
2023
Q2 		$2.01M Sell
729,867
-53,447
-7% -$152K 0.01% 1428
2023
Q1 		$2.36M Buy
783,314
+572,862
+272% +$2.08M 0.01% 1282
2022
Q4 		$907K Buy
+210,452
New +$1.43M ﹤0.01% 1737
2022
Q3 		– Sell
-61,581
Closed -$343K – 2562
2022
Q2 		$343K Buy
61,581
+34,202
+125% +$224K ﹤0.01% 1973
2022
Q1 		$235K Buy
+27,379
New +$317K ﹤0.01% 2298

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
SL
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

Two Sigma Investments's ERAS Position: Q1 2026 in Review

Two Sigma Investments reduced its Erasca (ERAS) stake by 58% in Q1 2026, selling an estimated $263K and leaving 15,800 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #4164.

Two Sigma Investments first reported a position in ERAS in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.67M in Q3 2024. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

  • Two Sigma Investments held 15,800 shares of Erasca worth $256K as of Q1 2026.
  • Two Sigma Investments sold 22,224 Erasca shares in Q1 2026, an estimated $263K.
  • Erasca made up ﹤0.01% of Two Sigma Investments's portfolio in Q1 2026, its #4164 holding.
  • Two Sigma Investments first reported a position in Erasca in Q1 2022 and has held it in 16 quarters since.
  • Two Sigma Investments's Erasca position peaked at $3.67M in Q3 2024.
  • 225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.