ERAS
Erasca, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +16.9% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 97 | +13 | 109.93M | $2.01B | +17 | −4 |
| Q1 2026 | 87 | +18 | 99.27M | $1.57B | +25 | −7 |
| Q4 2025 | 69 | +1 | 63.96M | $237.91M | +1 | — |
| Q3 2025 | 16 | +1 | 49.01M | $106.84M | +1 | — |
| Q2 2025 | 12 | -3 | 45.80M | $58.17M | — | −3 |
| Q1 2025 | 12 | 0 | 17.13M | $23.47M | +1 | −1 |
| Q4 2024 | 12 | 0 | 25.73M | $64.58M | +1 | −1 |
| Q3 2024 | 11 | 0 | 18.60M | $50.78M | — | — |
| Q2 2024 | 11 | — | 15.91M | $37.56M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 4.50M | +36.0% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 4.50M | +36.0% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 4.32M | +31.0% | $11.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Marshall Wace ✦ | 3.03M | -17.6% | $8.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Marshall Wace ✦ | 3.03M | -17.6% | $8.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Millennium Management ✦ | 2.41M | +195.9% | $6.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 1.34M | +67.2% | $3.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 1.29M | -18.0% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Adage Capital Partners ✦ | 1.00M | 0.0% | $2.73M | 0.0% | Held | 2 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 483.83K | +53.3% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 101.92K | +82.9% | $278,252 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 101.92K | +82.9% | $278,252 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 101.92K | +82.9% | $278,252 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 63.60K | -93.9% | $173,625 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 59.14K | +63.6% | $162,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 223 tenedores, 272.55M acciones, $4.00B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.