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VR Adviser’s Erasca ERAS Stock Holding History

VR Adviser’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 		$328M Buy
17,891,812
+1,509,000
+9% +$21.6M 9.94% 3
2026
Q1 		$265M Sell
16,382,812
-1,474,271
-8% -$17.4M 9.89% 2
2025
Q4 		$66.4M Hold
17,857,083
– – 3.28% 9
2025
Q3 		$38.9M Hold
17,857,083
– – 2.19% 15
2025
Q2 		$22.7M Buy
17,857,083
+1,640,867
+10% +$2.2M 1.7% 16
2025
Q1 		$22.2M Hold
16,216,216
– – 1.89% 16
2024
Q4 		$40.7M Hold
16,216,216
– – 2.79% 12
2024
Q3 		$44.3M Hold
16,216,216
– – 2.32% 16
2024
Q2 		$38.3M Buy
+16,216,216
New +$35M 2.44% 14

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
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
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

VR Adviser's ERAS Position: Q2 2026 in Review

VR Adviser increased its Erasca (ERAS) stake by 9.2% in Q2 2026, buying an estimated $21.6M and bringing the position to 17,891,812 shares worth $328M. The position accounts for 9.94% of the portfolio, ranked #3.

VR Adviser first reported a position in ERAS in Q2 2024 and has held it in 9 quarters since. 257 funds tracked by Wall St. Rank hold ERAS as of Q2 2026.

  • VR Adviser held 17,891,812 shares of Erasca worth $328M as of Q2 2026.
  • VR Adviser bought 1,509,000 Erasca shares in Q2 2026, an estimated $21.6M.
  • Erasca made up 9.94% of VR Adviser's portfolio in Q2 2026, its #3 holding.
  • VR Adviser first reported a position in Erasca in Q2 2024 and has held it in 9 quarters since.
  • 257 funds tracked by Wall St. Rank held Erasca as of Q2 2026.

Based on VR Adviser's 13F filing for Q2 2026, filed 14 Aug 2026.