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Verdad Advisers’s Erasca ERAS Stock Holding History

Verdad Advisers’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 		$411K Sell
22,460
-10,610
-32% -$152K 0.39% 93
2026
Q1 		$535K Buy
+33,070
New +$391K 0.6% 60

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

Verdad Advisers's ERAS Position: Q2 2026 in Review

Verdad Advisers reduced its Erasca (ERAS) stake by 32% in Q2 2026, selling an estimated $152K and leaving 22,460 shares worth $411K. The position accounts for 0.39% of the portfolio, ranked #93.

Verdad Advisers first reported a position in ERAS in Q1 2026 and has held it in 2 quarters since. The position peaked at $535K in Q1 2026. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Verdad Advisers held 22,460 shares of Erasca worth $411K as of Q2 2026.
  • Verdad Advisers sold 10,610 Erasca shares in Q2 2026, an estimated $152K.
  • Erasca made up 0.39% of Verdad Advisers's portfolio in Q2 2026, its #93 holding.
  • Verdad Advisers first reported a position in Erasca in Q1 2026 and has held it in 2 quarters since.
  • Verdad Advisers's Erasca position peaked at $535K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.