Y-Intercept (HK)’s Erasca ERAS Stock Holding History

Y-Intercept (HK)’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	–	Sell	-24,311	Closed	-$90.4K	–	1683
2025 Q4	$90.4K	Buy	+24,311	New	+$68.4K	﹤0.01%	1472
2025 Q2	–	Sell	-98,961	Closed	-$136K	–	1726
2025 Q1	$136K	Buy	+98,961	New	+$170K	0.01%	1093
2023 Q2	–	Sell	-23,306	Closed	-$70.2K	–	1389
2023 Q1	$70.2K	Buy	+23,306	New	+$84.8K	0.01%	1088

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Y-Intercept (HK)'s ERAS Position: Q1 2026 in Review

Y-Intercept (HK) sold out of Erasca (ERAS) in Q1 2026, closing a stake of 24,311 shares — an estimated $90.4K sold.

Y-Intercept (HK) first reported a position in ERAS in Q1 2023 and held it in 3 quarters. The position peaked at $136K in Q1 2025. 225 funds tracked by Wall St. Rank hold ERAS as of Q1 2026.

Y-Intercept (HK) reported no remaining Erasca position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 24,311 Erasca shares in Q1 2026, an estimated $90.4K.
Y-Intercept (HK) first reported a position in Erasca in Q1 2023 and held it in 3 quarters.
Y-Intercept (HK)'s Erasca position peaked at $136K in Q1 2025.
225 funds tracked by Wall St. Rank held Erasca as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.