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 $51.3 億；沒有大師持有。
2026 年第 1 季 13F 持有人
Erasca, Inc. 在 2026/3/31 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
- 225
- 較 2025 年第 4 季 +74 家
- 持有股數
- 2.73 億
- 較 2025 年第 4 季 +6,704 萬 (+32.5%)
- 總市值
- $43.9 億
- 較 2025 年第 4 季 +$36.2 億 (+471.7%)
- 新進機構
- 97
- 另有 77 家加碼
- 清倉機構
- 23
- 另有 39 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 | $51.3 億 |
| 2026 年第 1 季 | 225 | $43.9 億 |
| 2025 年第 4 季 | 154 | $8.16 億 |
| 2025 年第 3 季 | 141 | $4.69 億 |
| 2025 年第 2 季 | 142 | $2.77 億 |
| 2025 年第 1 季 | 154 | $3.07 億 |
| 2024 年第 4 季 | 146 | $5.79 億 |
| 2024 年第 3 季 | 132 | $6.33 億 |
| 2024 年第 2 季 | 126 | $4.81 億 |
| 2024 年第 1 季 | 108 | $1.50 億 |
| 2023 年第 4 季 | 119 | $1.48 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 1 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 24,675,188 | $3.99 億 | 10.27% | +1,945,752+8.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 21,259,646 | $3.44 億 | 0.24% | +5,148,232+32.0% | 加碼 |
| BlackRock, Inc. | 20,151,406 | $3.26 億 | 0.01% | +4,554,076+29.2% | 加碼 |
| VR Adviser, LLC | 16,382,812 | $2.65 億 | 9.89% | −1,474,271−8.3% | 減碼 |
| RTW Investments, LP | 16,157,175 | $2.61 億 | 2.60% | +16,010,524+10,917.4% | 加碼 |
| Vivo Capital, LLC | 12,151,480 | $1.97 億 | 16.34% | +2,878,052+31.0% | 加碼 |
| Vanguard Capital Management LLC | 11,249,738 | $1.82 億 | 0.00% | +11,249,738 | 新進 |
| Siren, L.L.C. | 11,244,246 | $1.82 億 | 5.04% | +2,486,997+28.4% | 加碼 |
| Logos Global Management LP | 11,150,000 | $1.80 億 | 9.29% | −1,850,000−14.2% | 減碼 |
| Paradigm Biocapital Advisors LP | 10,392,702 | $1.68 億 | 3.44% | −3,766,393−26.6% | 減碼 |
| State Street Corp | 9,300,084 | $1.50 億 | 0.01% | +3,125,442+50.6% | 加碼 |
| ARCH Venture Management, LLC | 7,091,557 | $1.15 億 | 16.95% | −3,963,997−35.9% | 減碼 |
| Geode Capital Management, LLC | 5,996,149 | $9,704 萬 | 0.01% | +1,069,814+21.7% | 加碼 |
| Cormorant Asset Management, LP | 5,800,000 | $9,384 萬 | 4.73% | +5,800,000 | 新進 |
| Affinity Asset Advisors, LLC | 5,350,000 | $8,656 萬 | 5.08% | +1,450,000+37.2% | 加碼 |
| Balyasny Asset Management LLC | 5,143,985 | $8,323 萬 | 0.16% | +5,045,912+5,145.1% | 加碼 |
| Goldman Sachs Group Inc | 4,875,186 | $7,888 萬 | 0.01% | +1,543,768+46.3% | 加碼 |
| Janus Henderson Group PLC | 3,710,966 | $5,999 萬 | 0.03% | +3,710,966 | 新進 |
| 5AM Venture Management, LLC | 3,485,971 | $5,640 萬 | 15.66% | −1,919,433−35.5% | 減碼 |
| Suvretta Capital Management, LLC | 3,434,967 | $5,558 萬 | 1.51% | −11,067,037−76.3% | 減碼 |
| Commodore Capital LP | 3,175,000 | $5,137 萬 | 2.97% | +3,175,000 | 新進 |
| Bank of America Corp | 3,055,897 | $4,944 萬 | 0.00% | +1,444,047+89.6% | 加碼 |
| AH Capital Management, L.L.C. | 2,862,500 | $4,632 萬 | 3.59% | 00.0% | 不變 |
| Woodline Partners LP | 2,831,538 | $4,581 萬 | 0.17% | +900,896+46.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,100,000 | $3,398 萬 | 0.05% | +2,100,000 | 新進 |
| Charles Schwab Investment Management Inc | 1,898,224 | $3,071 萬 | 0.00% | +224,820+13.4% | 加碼 |
| Silverarc Capital Management, LLC | 1,851,812 | $2,996 萬 | 3.53% | +534,228+40.5% | 加碼 |
| UBS Group AG | 1,848,580 | $2,991 萬 | 0.01% | +1,678,049+984.0% | 加碼 |
| Price T Rowe Associates Inc | 1,815,340 | $2,937 萬 | 0.00% | +1,711,837+1,653.9% | 加碼 |
| Dimensional Fund Advisors LP | 1,786,389 | $2,887 萬 | 0.01% | +10,704+0.6% | 加碼 |
| Vanguard Portfolio Management LLC | 1,773,757 | $2,870 萬 | 0.00% | +1,773,757 | 新進 |
| Northern Trust Corp | 1,701,623 | $2,753 萬 | 0.00% | +370,115+27.8% | 加碼 |
| Victory Capital Management Inc | 1,654,497 | $2,677 萬 | 0.02% | +1,636,106+8,896.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 1,537,915 | $2,488 萬 | 0.01% | +1,537,915 | 新進 |
| FMR LLC | 1,490,080 | $2,411 萬 | 0.00% | +968,625+185.8% | 加碼 |
| Renaissance Technologies LLC | 1,398,869 | $2,263 萬 | 0.04% | +548,769+64.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,219,534 | $1,973 萬 | 0.02% | +1,017,596+503.9% | 加碼 |
| Rock Springs Capital Management LP | 1,103,469 | $1,785 萬 | 1.05% | +151,759+15.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,087,301 | $1,759 萬 | 0.01% | +1,054,815+3,247.0% | 加碼 |
| Morgan Stanley | 989,210 | $1,601 萬 | 0.00% | +178,825+22.1% | 加碼 |
| EcoR1 Capital, LLC | 900,000 | $1,456 萬 | 0.62% | +900,000 | 新進 |
| First Turn Management, LLC | 867,639 | $1,404 萬 | 1.57% | +867,639 | 新進 |
| JPMorgan Chase & Co | 924,405 | $1,381 萬 | 0.00% | −228,685−19.8% | 減碼 |
| Holocene Advisors, LP | 760,722 | $1,231 萬 | 0.03% | +760,722 | 新進 |
| Invesco Ltd. | 759,932 | $1,230 萬 | 0.00% | +430,137+130.4% | 加碼 |
| Integral Health Asset Management, LLC | 700,000 | $1,133 萬 | 0.60% | +700,000 | 新進 |
| Point72 Asset Management, L.P. | 693,309 | $1,122 萬 | 0.02% | +693,309 | 新進 |
| AQR Capital Management LLC | 691,205 | $1,118 萬 | 0.01% | +21,329+3.2% | 加碼 |
| Ameriprise Financial Inc | 670,597 | $1,085 萬 | 0.00% | +670,597 | 新進 |
| Alliancebernstein L.P. | 2,644,920 | $983.9 萬 | 0.00% | +2,436,110+1,166.7% | 加碼 |
| Wellington Management Group LLP | 595,379 | $963.3 萬 | 0.00% | +52,183+9.6% | 加碼 |
| Millennium Management LLC | 575,996 | $932.0 萬 | 0.01% | −1,661,955−74.3% | 減碼 |
| ExodusPoint Capital Management, LP | 575,715 | $931.5 萬 | 0.09% | −915,252−61.4% | 減碼 |
| Bank of New York Mellon Corp | 559,629 | $905.5 萬 | 0.00% | +12,853+2.4% | 加碼 |
| Nuveen, LLC | 543,021 | $878.6 萬 | 0.00% | +118,308+27.9% | 加碼 |
| Ensign Peak Advisors, Inc | 500,723 | $810.2 萬 | 0.02% | +500,723 | 新進 |
| Citadel Advisors LLC | 498,381 | $806.4 萬 | 0.01% | −531,964−51.6% | 減碼 |
| Jane Street Group, LLC | 455,019 | $736.2 萬 | 0.01% | −457,500−50.1% | 減碼 |
| Marshall Wace, LLP | 426,526 | $690.1 萬 | 0.01% | +364,566+588.4% | 加碼 |
| Spruce Street Capital LP | 422,543 | $683.7 萬 | 1.64% | −3,467,089−89.1% | 減碼 |
| Creative Planning | 418,834 | $677.7 萬 | 0.00% | +37,139+9.7% | 加碼 |
| Prudential Financial Inc | 416,715 | $674.2 萬 | 0.01% | +403,960+3,167.1% | 加碼 |
| Parkman Healthcare Partners LLC | 406,702 | $658.0 萬 | 0.68% | +406,702 | 新進 |
| TD Asset Management Inc | 394,260 | $637.9 萬 | 0.01% | +164,420+71.5% | 加碼 |
| American Century Companies Inc | 380,977 | $616.4 萬 | 0.00% | +215,618+130.4% | 加碼 |
| Polymer Capital Management (HK) LTD | 357,670 | $578.7 萬 | 0.81% | +357,670 | 新進 |
| Acuta Capital Partners, LLC | 354,575 | $573.7 萬 | 4.08% | +354,575 | 新進 |
| Atom Investors LP | 345,587 | $559.2 萬 | 0.40% | +345,587 | 新進 |
| KVP Capital Advisors, LP | 340,000 | $550.1 萬 | 4.11% | +340,000 | 新進 |
| Swiss National Bank | 336,800 | $544.9 萬 | 0.00% | +336,800 | 新進 |
| Trexquant Investment LP | 301,066 | $487.1 萬 | 0.04% | +301,066 | 新進 |
| UBS Asset Management Americas Inc | 259,007 | $419.1 萬 | 0.00% | +259,007 | 新進 |
| Voya Investment Management LLC | 253,554 | $410.3 萬 | 0.00% | +220,367+664.0% | 加碼 |
| Simplex Trading, LLC | 252,747 | $408.9 萬 | 0.13% | −93,325−27.0% | 減碼 |
| Rafferty Asset Management, LLC | 251,963 | $407.7 萬 | 0.02% | +120,944+92.3% | 加碼 |
| Rhumbline Advisers | 242,636 | $392.6 萬 | 0.00% | +53,624+28.4% | 加碼 |
| StemPoint Capital LP | 239,861 | $388.1 萬 | 0.75% | +239,861 | 新進 |
| Fred Alger Management, LLC | 236,824 | $383.2 萬 | 0.02% | +236,824 | 新進 |
| Toroso Investments, LLC | 226,877 | $367.1 萬 | 0.01% | +226,877 | 新進 |
| Tema ETFs LLC | 226,877 | $367.1 萬 | 0.25% | +226,877 | 新進 |
| Seven Fleet Capital Management LP | 222,468 | $360.0 萬 | 1.13% | +222,468 | 新進 |
| Manufacturers Life Insurance Company, The | 216,614 | $350.5 萬 | 0.00% | +161,845+295.5% | 加碼 |
| California State Teachers Retirement System | 204,449 | $330.8 萬 | 0.00% | +193,760+1,812.7% | 加碼 |
| Tang Capital Management LLC | 200,000 | $323.6 萬 | 0.16% | −700,000−77.8% | 減碼 |
| Pictet Asset Management Holding SA | 208,273 | $314.5 萬 | 0.00% | +208,273 | 新進 |
| HighVista Strategies LLC | 181,069 | $293.0 萬 | 0.81% | +181,069 | 新進 |
| Cinctive Capital Management LP | 171,920 | $278.2 萬 | 0.18% | +171,920 | 新進 |
| Longaeva Partners L.P. | 171,233 | $277.1 萬 | 0.13% | +171,233 | 新進 |
| Deutsche Bank AG | 163,326 | $264.3 萬 | 0.00% | +41,349+33.9% | 加碼 |
| Natixis | 163,192 | $264.0 萬 | 0.01% | +163,192 | 新進 |
| Susquehanna International Group, LLP | 153,647 | $248.6 萬 | 0.00% | −46,141−23.1% | 減碼 |
| XTX Topco Ltd | 147,618 | $238.8 萬 | 0.04% | +136,820+1,267.1% | 加碼 |
| EAM Investors, LLC | 137,925 | $223.2 萬 | 0.26% | +137,925 | 新進 |
| Legal & General Group Plc | 133,444 | $215.7 萬 | 0.00% | +118,016+764.9% | 加碼 |
| Vanguard Global Advisers, LLC | 113,645 | $183.9 萬 | 0.00% | +113,645 | 新進 |
| Profund Advisors LLC | 113,216 | $183.2 萬 | 0.07% | +62,611+123.7% | 加碼 |
| Vanguard Asset Management, Ltd | 111,757 | $180.8 萬 | 0.00% | +111,757 | 新進 |
| Wells Fargo & Company | 107,176 | $173.4 萬 | 0.00% | −112,956−51.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 106,830 | $170.6 萬 | 0.00% | +18,598+21.1% | 加碼 |
| MetLife Investment Management | 103,644 | $167.7 萬 | 0.01% | +23,276+29.0% | 加碼 |