Which hedge funds own ERAS? ERASCA INC, Q2 2026 13F holders
57 tracked hedge funds disclosed a position in ERAS (ERASCA INC) in their Q2 2026 13F filings, worth $2.2bn in total. The largest holder by portfolio weight is Frazier Life Sciences Management, L.P. at 10.0% of its book. 14 opened a new position this quarter: Soleus Capital Management, L.P., Samlyn Capital, LLC, Caption Management, LLC, Ishara Investments LP. 13 exited: 5AM Venture Management, LLC, Commodore Capital LP, Montanova Capital, LLC.
- 57
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 13
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $129m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $201m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.2bn
- Combined value Sum of the holders' reported positions in the security.
- 4.6%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| 5AM Venture Management, LLC | 15.7% | $56.4m |
| Commodore Capital LP | 3.0% | $51.4m |
| Montanova Capital, LLC | 1.5% | $55.6m |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.6% | $402k |
| Scientech Research LLC | 0.2% | $294k |
| Oxford Asset Management LLP | 0.1% | $271k |
| J. Goldman & Co LP | 0.07% | $1.6m |
| Adage Capital Partners GP, L.L.C. | 0.05% | $34.0m |
| FORA Capital, LLC | 0.03% | $433k |
| Landscape Capital Management, L.L.C. | 0.02% | $303k |
| Sio Capital Management, LLC | 0.01% | $80.9k |
| ADAR1 Capital Management, LLC | 0.01% | $162k |
| Farallon Capital Management, L.L.C. | 0.0% | $291k |
Ownership over time
Who discovered ERAS first? Beta
The run: Q2 2025 → Q2 2026, ×14
| 5AM Venture Management, LLC high conviction | Q2 2024 | 2.6% | +24.6 pts |
| Logos Global Management LP high conviction | Q2 2024 | 2.5% | +14.2 pts |
| Venrock Adviser, LLC high conviction | Q2 2024 | 1.7% | +13.9 pts |
| Frazier Life Sciences Management, L.P. high conviction | Q2 2024 | 1.2% | +9.9 pts |
| Paradigm Biocapital Advisors LP | Q3 2024 | 0.6% | +5.8 pts |
| Montanova Capital, LLC | Q2 2024 | 0.7% | +5.2 pts |
| Affinity Asset Advisors, LLC high conviction | Q3 2024 | 0.8% | +4.9 pts |
| Silverarc Capital Management, LLC | Q2 2024 | 0.7% | +1.9 pts |
| Octagon Capital Advisors LP | Q4 2024 | 0.2% | −1.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.