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

VR Adviser's ERAS Position: Q1 2026 in Review

VR Adviser reduced its Erasca (ERAS) stake by 8.3% in Q1 2026, selling an estimated $17.4M and leaving 16,382,812 shares worth $265M. The position accounts for 9.89% of the portfolio, ranked #2.

VR Adviser 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.

  • VR Adviser held 16,382,812 shares of Erasca worth $265M as of Q1 2026.
  • VR Adviser sold 1,474,271 Erasca shares in Q1 2026, an estimated $17.4M.
  • Erasca made up 9.89% of VR Adviser's portfolio in Q1 2026, its #2 holding.
  • VR Adviser 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 VR Adviser's 13F filing for Q1 2026, filed 15 May 2026.