Erasca, Inc.
ERAS- 交易所
- Nasdaq
- 產業
- Pharmaceutical Preparations
- SEC CIK
- 0001761918
近 90 天，Erasca, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 256 家機構在 13F 申報持有，市值合計 $51.4 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Erasca, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 256
- 較 2026 年第 1 季 +34 家
- 持有股數
- 2.81 億
- 較 2026 年第 1 季 +1,120 萬 (+4.1%)
- 總市值
- $51.4 億
- 較 2026 年第 1 季 +$8.09 億 (+18.7%)
- 新進機構
- 62
- 另有 102 家加碼
- 清倉機構
- 28
- 另有 78 家減碼
另有 3 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ERAS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 256 | $51.4 億 |
| 2026 年第 1 季 | 225 | $43.9 億 |
| 2025 年第 4 季 | 154 | $8.34 億 |
| 2025 年第 3 季 | 141 | $4.71 億 |
| 2025 年第 2 季 | 142 | $2.78 億 |
| 2025 年第 1 季 | 154 | $3.07 億 |
| 2024 年第 4 季 | 146 | $5.80 億 |
| 2024 年第 3 季 | 132 | $6.39 億 |
| 2024 年第 2 季 | 126 | $4.99 億 |
| 2024 年第 1 季 | 108 | $1.53 億 |
| 2023 年第 4 季 | 119 | $1.49 億 |
| 2023 年第 3 季 | 109 | $1.40 億 |
| 2023 年第 2 季 | 112 | $2.05 億 |
| 2023 年第 1 季 | 118 | $2.35 億 |
| 2022 年第 4 季 | 107 | $3.44 億 |
| 2022 年第 3 季 | 88 | $6.28 億 |
| 2022 年第 2 季 | 89 | $4.28 億 |
| 2022 年第 1 季 | 82 | $6.27 億 |
| 2021 年第 4 季 | 63 | $9.88 億 |
| 2021 年第 3 季 | 55 | $9.20 億 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 Erasca, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 24,975,188 | $4.58 億 | 9.96% | +300,000+1.2% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 21,185,839 | $3.88 億 | 0.25% | −73,807−0.3% | 減碼 |
| BlackRock, Inc. | 21,154,146 | $3.88 億 | 0.01% | +1,002,740+5.0% | 加碼 |
| RTW Investments, LP | 17,946,754 | $3.29 億 | 2.81% | +1,789,579+11.1% | 加碼 |
| VR Adviser, LLC | 17,891,812 | $3.28 億 | 9.94% | +1,509,000+9.2% | 加碼 |
| State Street Corp | 12,184,555 | $2.23 億 | 0.01% | +2,884,471+31.0% | 加碼 |
| Logos Global Management LP | 12,150,000 | $2.23 億 | 9.58% | +1,000,000+9.0% | 加碼 |
| Vanguard Capital Management LLC | 11,402,199 | $2.09 億 | 0.00% | +152,461+1.4% | 加碼 |
| Siren, L.L.C. | 11,397,781 | $2.09 億 | 4.24% | +153,535+1.4% | 加碼 |
| Paradigm Biocapital Advisors LP | 9,550,000 | $1.75 億 | 3.28% | −842,702−8.1% | 減碼 |
| ARCH Venture Management, LLC | 7,091,557 | $1.30 億 | 11.81% | 00.0% | 不變 |
| Geode Capital Management, LLC | 6,501,426 | $1.19 億 | 0.01% | +505,277+8.4% | 加碼 |
| Price T Rowe Associates Inc | 6,272,508 | $1.15 億 | 0.01% | +4,457,168+245.5% | 加碼 |
| Cormorant Asset Management, LP | 6,000,000 | $1.10 億 | 5.63% | +200,000+3.4% | 加碼 |
| Affinity Asset Advisors, LLC | 5,250,000 | $9,618 萬 | 4.70% | −100,000−1.9% | 減碼 |
| Vivo Capital, LLC | 4,127,412 | $7,561 萬 | 6.90% | −8,024,068−66.0% | 減碼 |
| Goldman Sachs Group Inc | 3,822,113 | $7,002 萬 | 0.01% | −1,053,073−21.6% | 減碼 |
| Alliancebernstein L.P. | 4,118,614 | $6,664 萬 | 0.02% | +1,473,694+55.7% | 加碼 |
| Bank of America Corp | 3,048,737 | $5,585 萬 | 0.00% | −7,160−0.2% | 減碼 |
| FMR LLC | 2,883,417 | $5,282 萬 | 0.00% | +1,393,337+93.5% | 加碼 |
| AH Capital Management, L.L.C. | 2,862,500 | $5,244 萬 | 0.37% | 00.0% | 不變 |
| Woodline Partners LP | 2,831,867 | $5,188 萬 | 0.16% | +3290.0% | 加碼 |
| Jennison Associates LLC | 2,788,412 | $5,108 萬 | 0.03% | +2,788,412 | 新進 |
| Soleus Capital Management, L.P. | 2,700,000 | $4,946 萬 | 1.70% | +2,700,000 | 新進 |
| Vanguard Portfolio Management LLC | 2,389,864 | $4,378 萬 | 0.00% | +616,107+34.7% | 加碼 |
| Samlyn Capital, LLC | 2,256,986 | $4,135 萬 | 0.69% | +2,256,986 | 新進 |
| BNP Paribas Arbitrage, SA | 2,042,034 | $3,741 萬 | 0.02% | +954,733+87.8% | 加碼 |
| Northern Trust Corp | 1,958,120 | $3,587 萬 | 0.00% | +256,497+15.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,944,790 | $3,563 萬 | 0.00% | +46,566+2.5% | 加碼 |
| Victory Capital Management Inc | 1,936,462 | $3,548 萬 | 0.02% | +281,965+17.0% | 加碼 |
| Nuveen, LLC | 1,841,735 | $3,374 萬 | 0.01% | +1,298,714+239.2% | 加碼 |
| Dimensional Fund Advisors LP | 1,763,980 | $3,232 萬 | 0.01% | −22,409−1.3% | 減碼 |
| Vanguard Fiduciary Trust Co | 1,697,991 | $3,111 萬 | 0.01% | +160,076+10.4% | 加碼 |
| Assenagon Asset Management S.A. | 1,625,752 | $2,978 萬 | 0.02% | +1,625,752 | 新進 |
| UBS Group AG | 1,596,662 | $2,925 萬 | 0.00% | −251,918−13.6% | 減碼 |
| StemPoint Capital LP | 1,565,913 | $2,869 萬 | 4.96% | +1,086,191+226.4% | 加碼 |
| Rock Springs Capital Management LP | 1,402,150 | $2,569 萬 | 1.25% | +298,681+27.1% | 加碼 |
| Evergreen Quality Fund GP, Ltd. | 1,375,300 | $2,520 萬 | 0.41% | +1,375,300 | 新進 |
| Renaissance Technologies LLC | 1,368,918 | $2,508 萬 | 0.03% | −29,951−2.1% | 減碼 |
| Fred Alger Management, LLC | 1,308,455 | $2,397 萬 | 0.08% | +1,071,631+452.5% | 加碼 |
| Silverarc Capital Management, LLC | 1,263,026 | $2,314 萬 | 2.58% | −588,786−31.8% | 減碼 |
| Point72 Asset Management, L.P. | 1,247,203 | $2,285 萬 | 0.03% | +553,894+79.9% | 加碼 |
| First Turn Management, LLC | 1,221,721 | $2,238 萬 | 2.39% | +354,082+40.8% | 加碼 |
| Federated Hermes, Inc. | 1,082,262 | $1,983 萬 | 0.03% | +1,081,257+107,587.8% | 加碼 |
| Caption Management, LLC | 1,041,225 | $1,908 萬 | 0.67% | +1,041,225 | 新進 |
| Integral Health Asset Management, LLC | 1,000,000 | $1,832 萬 | 0.75% | +300,000+42.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 949,590 | $1,740 萬 | 0.01% | −269,944−22.1% | 減碼 |
| Millennium Management LLC | 909,814 | $1,667 萬 | 0.01% | +333,818+58.0% | 加碼 |
| Invesco Ltd. | 864,527 | $1,584 萬 | 0.00% | +104,595+13.8% | 加碼 |
| Marshall Wace, LLP | 756,991 | $1,387 萬 | 0.01% | +330,465+77.5% | 加碼 |
| Schroder Investment Management Group | 719,725 | $1,316 萬 | 0.01% | +719,725 | 新進 |
| Citigroup Inc | 713,534 | $1,307 萬 | 0.01% | +664,424+1,352.9% | 加碼 |
| Capital World Investors | 704,602 | $1,291 萬 | 0.00% | +704,602 | 新進 |
| AQR Capital Management LLC | 681,481 | $1,248 萬 | 0.00% | −9,724−1.4% | 減碼 |
| TD Asset Management Inc | 661,152 | $1,211 萬 | 0.01% | +266,892+67.7% | 加碼 |
| Balyasny Asset Management LLC | 658,175 | $1,206 萬 | 0.02% | −4,485,810−87.2% | 減碼 |
| Wellington Management Group LLP | 655,298 | $1,201 萬 | 0.00% | +59,919+10.1% | 加碼 |
| Jane Street Group, LLC | 624,107 | $1,143 萬 | 0.01% | +169,088+37.2% | 加碼 |
| Morgan Stanley | 615,976 | $1,128 萬 | 0.00% | −373,234−37.7% | 減碼 |
| Bank of New York Mellon Corp | 567,973 | $1,041 萬 | 0.00% | +8,344+1.5% | 加碼 |
| Ameriprise Financial Inc | 547,935 | $1,004 萬 | 0.00% | −122,662−18.3% | 減碼 |
| JPMorgan Chase & Co | 500,604 | $931.1 萬 | 0.00% | −423,801−45.8% | 減碼 |
| OrbiMed Advisors LLC | 495,900 | $908.5 萬 | 0.17% | +495,900 | 新進 |
| Polymer Capital Management (HK) LTD | 478,020 | $875.7 萬 | 0.89% | +120,350+33.6% | 加碼 |
| KVP Capital Advisors, LP | 455,000 | $833.6 萬 | 6.12% | +115,000+33.8% | 加碼 |
| Spruce Street Capital LP | 422,543 | $774.1 萬 | 1.52% | 00.0% | 不變 |
| Creative Planning | 405,879 | $743.6 萬 | 0.00% | −12,955−3.1% | 減碼 |
| Pictet Asset Management Holding SA | 393,288 | $719.4 萬 | 0.01% | +185,015+88.8% | 加碼 |
| Cinctive Capital Management LP | 391,642 | $717.5 萬 | 0.29% | +219,722+127.8% | 加碼 |
| Rhenman & Partners Asset Management AB | 349,000 | $639.4 萬 | 0.60% | +349,000 | 新進 |
| Manufacturers Life Insurance Company, The | 347,656 | $636.9 萬 | 0.00% | +131,042+60.5% | 加碼 |
| Voya Investment Management LLC | 340,847 | $624.4 萬 | 0.01% | +87,293+34.4% | 加碼 |
| EcoR1 Capital, LLC | 330,000 | $604.6 萬 | 0.30% | −570,000−63.3% | 減碼 |
| Royal Bank of Canada | 313,397 | $574.1 萬 | 0.00% | +313,158+131,028.5% | 加碼 |
| Swiss National Bank | 311,900 | $571.4 萬 | 0.00% | −24,900−7.4% | 減碼 |
| Seven Fleet Capital Management LP | 308,007 | $564.3 萬 | 0.93% | +85,539+38.5% | 加碼 |
| Wells Fargo & Company | 290,523 | $532.2 萬 | 0.00% | +183,347+171.1% | 加碼 |
| Longaeva Partners L.P. | 286,322 | $524.5 萬 | 0.15% | +115,089+67.2% | 加碼 |
| Simplex Trading, LLC | 276,988 | $507.4 萬 | 0.13% | +24,241+9.6% | 加碼 |
| UBS Asset Management Americas Inc | 266,140 | $487.6 萬 | 0.00% | +7,133+2.8% | 加碼 |
| E Fund Management Co., Ltd. | 265,381 | $486.2 萬 | 0.11% | +232,776+713.9% | 加碼 |
| Acuta Capital Partners, LLC | 265,199 | $485.8 萬 | 3.39% | −89,376−25.2% | 減碼 |
| Parkman Healthcare Partners LLC | 258,684 | $473.9 萬 | 0.49% | −148,018−36.4% | 減碼 |
| Rhumbline Advisers | 256,367 | $469.7 萬 | 0.00% | +13,731+5.7% | 加碼 |
| Deutsche Bank AG | 222,306 | $407.3 萬 | 0.00% | +58,980+36.1% | 加碼 |
| ArrowMark Colorado Holdings LLC | 210,927 | $386.4 萬 | 0.16% | +131,875+166.8% | 加碼 |
| Rafferty Asset Management, LLC | 206,463 | $378.2 萬 | 0.01% | −45,500−18.1% | 減碼 |
| Man Group plc | 202,553 | $371.1 萬 | 0.01% | +202,553 | 新進 |
| Toroso Investments, LLC | 182,438 | $334.2 萬 | 0.01% | −44,439−19.6% | 減碼 |
| Tema ETFs LLC | 182,438 | $334.2 萬 | 0.11% | −44,439−19.6% | 減碼 |
| Moody Aldrich Partners LLC | 177,939 | $326.0 萬 | 0.59% | +177,939 | 新進 |
| California State Teachers Retirement System | 176,273 | $322.9 萬 | 0.00% | −28,176−13.8% | 減碼 |
| State of Wisconsin Investment Board | 172,006 | $315.1 萬 | 0.01% | +73,397+74.4% | 加碼 |
| HighVista Strategies LLC | 160,328 | $293.7 萬 | 0.67% | −20,741−11.5% | 減碼 |
| Atom Investors LP | 159,811 | $292.8 萬 | 0.26% | −185,776−53.8% | 減碼 |
| Russell Investments Group, Ltd. | 155,860 | $285.5 萬 | 0.00% | +141,564+990.2% | 加碼 |
| Quantinno Capital Management LP | 149,297 | $273.5 萬 | 0.00% | +149,297 | 新進 |
| Legal & General Group Plc | 148,195 | $271.5 萬 | 0.00% | +14,751+11.1% | 加碼 |
| Nomura Holdings Inc | 142,500 | $261.1 萬 | 0.01% | +142,500 | 新進 |
| Squarepoint Ops LLC | 135,233 | $247.7 萬 | 0.00% | +40,548+42.8% | 加碼 |