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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
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 $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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vivo Capital's ERAS Position: Q1 2026 in Review

Vivo Capital increased its Erasca (ERAS) stake by 31% in Q1 2026, buying an estimated $34M and bringing the position to 12,151,480 shares worth $197M. The position accounts for 16.34% of the portfolio, ranked #1.

Vivo Capital first reported a position in ERAS in Q2 2024 and has held it in 8 quarters since. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

  • Vivo Capital held 12,151,480 shares of Erasca worth $197M as of Q1 2026.
  • Vivo Capital bought 2,878,052 Erasca shares in Q1 2026, an estimated $34M.
  • Erasca made up 16.34% of Vivo Capital's portfolio in Q1 2026, its #1 holding.
  • Vivo Capital first reported a position in Erasca in Q2 2024 and has held it in 8 quarters since.
  • 225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

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