ErascaERAS

13F holders, Q4 2025 (December 31)
154holders +13
28new positions
17sold out
6famous investors
$3.72avg. 13F price*

At the end of Q4 2025, 154 institutions reported holding Erasca Inc. (ERAS) in their 13F filings, up 13 from Q3 2025. 28 opened new positions and 17 sold out. The largest holders were Frazier Life Sciences Management, L.P. ($84.6M), Venrock Adviser, LLC ($66.4M) and T. Rowe Price Investment Management, Inc. ($59.9M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Erasca Inc.
CUSIP
29479A108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 108Q1 2024Q2 2024: 126Q2 2024Q3 2024: 132Q3 2024Q4 2024: 146Q4 2024Q1 2025: 154Q1 2025Q2 2025: 142Q2 2025Q3 2025: 141Q3 2025Q4 2025: 154Q4 2025Q1 2026: 225Q1 2026Q2 2026: 256Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions28$18.4M
Exits17$4.7M

All 13F filers, Q3 2025 → Q4 2025: 12,997,141 shares bought and 12,528,968 shares sold, net +468,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 154 holders

Frazier Life Sciences Management, L.P. 2.28% No change 22,729,436 $84.6M
Venrock Adviser, LLC 3.28% No change 17,857,083 $66.4M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -20.4% 16,111,414 $59.9M
BlackRock, Inc. 0.00% Add +3.5% 15,597,330 $58.0M
Montanova Capital, LLC 1.34% No change 14,502,004 $53.9M
Paradigm Biocapital Advisors LP 1.41% Add +4.4% 14,159,095 $52.7M
Logos Global Management LP 3.22% Reduce -14.2% 13,000,000 $48.4M
Vanguard Group Inc. 0.00% Add +0.0% 12,812,156 $47.7M
ARCH Venture Management, LLC 6.31% No change 11,055,554 $41.1M
Vivo Capital, LLC 2.23% No change 9,273,428 $34.5M
Siren, L.L.C. 0.97% No change 8,757,249 $32.6M
State Street Corp. 0.00% Add +53.3% 6,174,642 $23.0M
5AM Venture Management, LLC 6.32% No change 5,405,404 $20.1M
Geode Capital Management, LLC 0.00% Add +1.6% 4,926,335 $18.3M
Affinity Asset Advisors, LLC 1.08% Reduce -9.0% 3,900,000 $14.5M
Spruce Street Capital LP 4.78% — 3,889,632 $14.5M
Goldman Sachs Group Inc. 0.00% Add +32.4% 3,331,418 $12.4M
a16z Capital Management, L.L.C. 0.67% No change 2,862,500 $10.6M
Millennium Management 0.01% Reduce -23.2% 2,237,951 $8.3M
Soleus Capital Management, L.P. 0.34% No change 2,162,162 $8.0M
Woodline Partners LP 0.03% Add +25.8% 1,930,642 $7.2M
Dimensional Fund Advisors LP 0.00% Add +29.4% 1,775,685 $6.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.0% 1,673,404 $6.2M
Bank of America Corp. 0.00% Add +5.1% 1,611,850 $6.0M
ExodusPoint Capital Management, LP 0.06% New 1,490,967 $5.5M
Northern Trust Corp. 0.00% Reduce -7.8% 1,331,508 $5.0M
Silverarc Capital Management, LLC 0.71% Reduce -3.7% 1,317,584 $4.9M
JPMorgan Chase & Co. 0.00% Reduce -9.1% 1,153,090 $4.3M
Citadel Advisors 0.00% Add +201.4% 1,030,345 $3.8M
Rock Springs Capital Management LP 0.18% New 951,710 $3.5M
Jane Street Group, LLC 0.00% Add +136.4% 912,519 $3.4M
Tang Capital Management LLC 0.17% Reduce -40.1% 900,000 $3.3M
Renaissance Technologies 0.00% Reduce -16.3% 850,100 $3.2M
Morgan Stanley 0.00% Add +201.6% 810,385 $3.0M
Ikarian Capital, LLC 0.35% New 735,396 $2.7M
AQR Capital Management 0.00% Add +0.8% 669,876 $2.5M
Bank of New York Mellon Corp 0.00% Reduce -4.7% 546,776 $2.0M
Wellington Management Group LLP 0.00% Reduce -9.6% 543,196 $2.0M
HRT Financial LP 0.01% New 536,909 $2.0M
FMR LLC 0.00% Add +24.3% 521,455 $1.9M
Nuveen, LLC 0.00% Reduce -5.6% 424,713 $1.6M
Barclays PLC 0.00% Add +50.2% 402,796 $1.5M
Creative Planning 0.00% Add +9.0% 381,695 $1.4M
Simplex Trading, LLC 0.04% Add +210.8% 346,072 $1.3M
Invesco Ltd. 0.00% Add +16.9% 329,795 $1.2M
Squarepoint Ops LLC 0.00% Add +204.9% 258,275 $961K
DAFNA Capital Management LLC 0.22% Reduce -27.3% 254,436 $947K
TD Asset Management Inc 0.00% Reduce -10.2% 229,840 $855K
Wells Fargo & Company 0.00% Add +38.8% 220,132 $819K
Alliancebernstein L.P. 0.00% Reduce -10.6% 208,810 $777K
D. E. Shaw & Co. 0.00% New 201,938 $751K
Susquehanna International Group, LLP 0.00% Add +86.3% 199,788 $743K
Rhumbline Advisers 0.00% Reduce -6.2% 189,012 $703K
Boothbay Fund Management, LLC 0.02% New 188,467 $701K
UBS Group AG 0.00% Add +16.7% 170,531 $634K
American Century Companies Inc. 0.00% Add +366.4% 165,359 $615K
Hudson Bay Capital Management LP 0.00% New 158,020 $588K
RTW Investments, LP 0.01% New 146,651 $546K
Palumbo Wealth Management LLC 0.13% Add +11.9% 139,385 $519K
Rafferty Asset Management, LLC 0.00% New 131,019 $487K
Deutsche Bank AG 0.00% Reduce -26.5% 121,977 $454K
Panagora Asset Management Inc. 0.00% Add +15.5% 118,218 $440K
T. Rowe Price Associates Inc. 0.00% Add +10.6% 103,503 $386K
Balyasny Asset Management L.P. 0.00% Reduce -2.4% 98,073 $365K
Citigroup Inc. 0.00% Add +528.2% 95,770 $356K
Intech Investment Management LLC 0.00% Add +13.4% 90,720 $337K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +8.2% 88,232 $327K
MetLife Investment Management, LLC 0.00% Reduce -10.8% 80,368 $299K
Cresset Asset Management, LLC 0.00% No change 79,913 $297K
Virtus Investment Advisers, LLC 0.07% Reduce -0.6% 73,896 $275K
Scientech Research LLC 0.17% New 72,203 $269K
Marshall Wace, LLP 0.00% Reduce -88.2% 61,960 $230K
Cerity Partners LLC 0.00% Add +0.2% 61,536 $229K
Ieq Capital, LLC 0.00% Reduce -4.5% 60,346 $224K
Susquehanna Portfolio Strategies, LLC 0.00% Add +58.4% 59,087 $220K
New York State Common Retirement Fund 0.00% Reduce -8.1% 55,559 $207K
Manufacturers Life Insurance Company, The 0.00% Reduce -11.4% 54,769 $204K
Tudor Investment Corporation 0.00% New 53,436 $199K
Brevan Howard Capital Management LP 0.00% Reduce -41.9% 52,731 $196K
Profund Advisors LLC 0.01% New 50,605 $188K
SG Americas Securities, LLC 0.00% Add +233.3% 48,677 $181K
China Universal Asset Management Co., Ltd. 0.01% Reduce -7.0% 46,231 $172K
ProShare Advisors LLC 0.00% Add +11.1% 44,216 $164K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -25.6% 44,030 $164K
Jain Global LLC 0.00% New 42,336 $157K
Two Sigma Investments, LP 0.00% Reduce -89.1% 38,024 $141K
Bailard, Inc. 0.00% New 35,238 $131K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -0.4% 34,659 $129K
Cwm, LLC 0.00% Add +0.9% 33,605 $125K
Voya Investment Management LLC 0.00% No change 33,187 $123K
BNP Paribas Financial Markets 0.00% Reduce -14.9% 32,486 $121K
EP Wealth Advisors, LLC 0.00% — 30,000 $112K
Y-Intercept (Hong Kong) Ltd 0.00% New 24,311 $90K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.6% 22,505 $82K
Axq Capital, LP 0.02% New 20,459 $76K
Victory Capital Management Inc. 0.00% Reduce -0.8% 18,391 $68K
Captrust Financial Advisors 0.00% Reduce -23.1% 17,606 $65K
Quadrant Capital Group LLC 0.00% No change 17,546 $65K
Sei Investments Co. 0.00% No change 16,682 $62K
Abel Hall, LLC 0.01% New 15,682 $58K

"% of holder's portfolio" is ERAS's weight in each manager's 13F, not the share of Erasca Inc. the manager owns.

Show all 154 holders