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Vivo Capital’s Erasca ERAS Stock Holding History

Vivo 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 		$75.6M Sell
4,127,412
-8,024,068
-66% -$115M 6.9% 3
2026
Q1 		$197M Buy
12,151,480
+2,878,052
+31% +$34M 16.34% 1
2025
Q4 		$34.5M Hold
9,273,428
– – 2.23% 16
2025
Q3 		$20.2M Buy
9,273,428
+2,516,672
+37% +$4M 1.63% 21
2025
Q2 		$8.58M Hold
6,756,756
– – 0.88% 23
2025
Q1 		$9.26M Hold
6,756,756
– – 1.23% 17
2024
Q4 		$17M Hold
6,756,756
– – 1.9% 11
2024
Q3 		$18.4M Hold
6,756,756
– – 1.53% 13
2024
Q2 		$15.9M Buy
+6,756,756
New +$14.6M 1.47% 15

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

Vivo Capital's ERAS Position: Q2 2026 in Review

Vivo Capital reduced its Erasca (ERAS) stake by 66% in Q2 2026, selling an estimated $115M and leaving 4,127,412 shares worth $75.6M. The position accounts for 6.9% of the portfolio, ranked #3.

Vivo Capital first reported a position in ERAS in Q2 2024 and has held it in 9 quarters since. The position peaked at $197M in Q1 2026. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • Vivo Capital held 4,127,412 shares of Erasca worth $75.6M as of Q2 2026.
  • Vivo Capital sold 8,024,068 Erasca shares in Q2 2026, an estimated $115M.
  • Erasca made up 6.9% of Vivo Capital's portfolio in Q2 2026, its #3 holding.
  • Vivo Capital first reported a position in Erasca in Q2 2024 and has held it in 9 quarters since.
  • Vivo Capital's Erasca position peaked at $197M in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

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