ERAS
Erasca, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares -20.0% ·
flujo de acciones +0.9% ·
nuevas posiciones netas -20.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| 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 | BlackRock ✦ (pasivo) | 15.17M | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 15.17M | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 15.17M | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 15.17M | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 15.17M | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 15.17M | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 15.17M | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 15.17M | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 15.17M | — | $19.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | The Vanguard Group ✦ (pasivo) | 12.70M | — | $16.12M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (pasivo) | 12.70M | — | $16.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (pasivo) | 12.70M | — | $16.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Geode Capital Management ✦ (pasivo) | 4.84M | +1.6% | $6.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Geode Capital Management ✦ (pasivo) | 4.84M | +1.6% | $6.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (pasivo) | 4.00M | -4.2% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Millennium Management ✦ | 3.80M | +17.8% | $4.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Marshall Wace ✦ | 2.07M | +2.3% | $2.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Marshall Wace ✦ | 2.07M | +2.3% | $2.63M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Wellington Management ✦ | 885.65K | +4.2% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wellington Management ✦ | 885.65K | +4.2% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wellington Management ✦ | 885.65K | +4.2% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 742.50K | -22.4% | $942,975 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 708.06K | +78.7% | $899,236 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 708.06K | +78.7% | $899,236 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 708.06K | +78.7% | $899,236 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 708.06K | +78.7% | $899,236 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 427.60K | -27.7% | $543,056 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 376.98K | — | $478,760 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 376.98K | — | $478,760 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 86.47K | +13.4% | $110,000 | 0.0% | ▲ Add | 5 | 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
| Point72 Asset Management | $55,515 | era 0.0% |
| D. E. Shaw & Co. | $43,058 | era 0.0% |
| Citadel Advisors | $551 | era 0.0% |
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.