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ERASCA · 13F 机构持仓分析
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ERASCA

ERASCA INCERAS
持有机构数
263
机构合计市值 (Q2 2026)
$53.07亿
机构合计股数 (Q2 2026)
2.91亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5,248.2万股
175 · 69 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3,647.7万股
104 · 31 清仓 · ≈
⚖️ 净额
+1,600.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$53.07亿
持有机构数
263
新买入
69
加仓
106
减仓
73
清仓
31
持股不变
15
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Frazier Life Sciences 管理Frazier Life Sciences Management, L.P.
9.96%10.27%#2$4.58亿2,497.5万股$3.99亿2,467.5万股+30.0万股+1.22%加仓
普信投资管理T. Rowe Price Investment Management, Inc.
0.25%0.24%#38$3.88亿2,118.6万股$3.44亿2,126.0万股-7.4万股-0.35%减仓
贝莱德BlackRock, Inc.
0.01%0.01%#111$3.88亿2,115.4万股$3.26亿2,015.1万股+100.3万股+4.98%加仓
RTW投资RTW INVESTMENTS, LP
2.81%2.6%#14$3.29亿1,794.7万股$2.61亿1,615.7万股+179.0万股+11.08%加仓
Venrock Adviser, LLC
9.94%9.89%#3$3.28亿1,789.2万股$2.65亿1,638.3万股+150.9万股+9.21%加仓
道富集团STATE STREET CORP
0.01%0.01%#100$2.23亿1,218.5万股$1.50亿930.0万股+288.4万股+31.02%加仓
Logos Global Management LP
9.58%9.01%#4$2.23亿1,215.0万股$1.80亿1,115.0万股+100.0万股+8.97%加仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#128$2.09亿1,140.2万股$1.82亿1,125.0万股+15.2万股+1.36%加仓
Siren, L.L.C.
4.23%5.04%#9$2.09亿1,139.8万股$1.82亿1,124.4万股+15.4万股+1.37%加仓
范式生物资本Paradigm Biocapital Advisors LP
3.28%3.44%#13$1.75亿955.0万股$1.68亿1,039.3万股-84.3万股-8.11%减仓
ARCH Venture Management, LLC
11.81%16.95%#1$1.30亿709.2万股$1.15亿709.2万股00.00%持仓不变
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#103$1.19亿650.1万股$9,703.7万599.6万股+50.5万股+8.43%加仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.01%<0.01%#79$1.15亿627.3万股$2,937.4万181.5万股+445.7万股+245.53%加仓
Cormorant Asset Management, LP
5.58%4.71%#7$1.10亿600.0万股$9,384.4万580.0万股+20.0万股+3.45%加仓
Caption管理Caption Management, LLC
0.47%0.06%#29$1.01亿550.5万股$991.0万61.3万股+489.3万股+798.81%加仓
Affinity Asset Advisors, LLC
4.35%4.47%#8$9,618.0万525.0万股$8,656.3万535.0万股-10.0万股-1.87%减仓
Vivo Capital, LLC
6.9%16.34%#5$7,561.4万412.7万股$1.97亿1,215.1万股-802.4万股-66.03%减仓
高盛集团GOLDMAN SACHS GROUP INC
0.01%0.01%#105$7,002.1万382.2万股$7,888.1万487.5万股-105.3万股-21.60%减仓
联博ALLIANCEBERNSTEIN L.P.
0.02%<0.01%#71$6,663.9万411.9万股$983.9万264.5万股+147.4万股+55.72%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#140$5,585.3万304.9万股$4,944.4万305.6万股-7,160股-0.23%减仓
富达投资FMR LLC
<0.01%<0.01%#157$5,282.4万288.3万股$2,410.9万149.0万股+139.3万股+93.51%加仓
Woodline合伙人Woodline Partners LP
0.16%0.17%#43$5,188.0万283.2万股$4,581.4万283.2万股+329股+0.01%加仓
詹尼森联营JENNISON ASSOCIATES LLC
0.03%#65$5,108.4万278.8万股$00股+278.8万股新买入
Soleus 资本管理Soleus Capital Management, L.P.
1.7%#18$4,946.4万270.0万股$00股+270.0万股新买入
a16z资本管理a16z Capital Management, L.L.C.
3.69%3.59%#11$4,631.5万286.3万股$4,631.5万286.3万股00.00%持仓不变
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#165$4,378.2万239.0万股$2,869.9万177.4万股+61.6万股+34.73%加仓
萨姆林资本SAMLYN CAPITAL, LLC
0.67%#23$4,134.8万225.7万股$00股+225.7万股新买入
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.02%0.01%#76$3,741.0万204.2万股$1,759.3万108.7万股+95.5万股+87.81%加仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#134$3,587.3万195.8万股$2,753.2万170.2万股+25.6万股+15.07%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#126$3,562.9万194.5万股$3,071.3万189.8万股+4.7万股+2.45%加仓
胜利资本管理VICTORY CAPITAL MANAGEMENT INC
0.02%0.02%#73$3,547.6万193.6万股$2,677.0万165.4万股+28.2万股+17.04%加仓
纽文Nuveen, LLC
0.01%<0.01%#90$3,374.1万184.2万股$878.6万54.3万股+129.9万股+239.16%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#154$3,285.7万179.3万股$2,392.3万147.9万股+31.5万股+21.30%加仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#108$3,231.5万176.4万股$2,887.3万178.6万股-2.2万股-1.25%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#98$3,110.7万169.8万股$2,488.3万153.8万股+16.0万股+10.41%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#138$2,925.1万159.7万股$2,991.0万184.9万股-25.2万股-13.63%减仓
STEMPOINT CAPITAL LP
4.1%0.72%#10$2,877.8万176.6万股$388.1万24.0万股+152.6万股+636.22%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#159$2,715.0万148.2万股$999.3万61.8万股+86.4万股+139.95%加仓
Rock Springs Capital Management LP
1.25%1.05%#20$2,568.7万140.2万股$1,785.4万110.3万股+29.9万股+27.07%加仓
长青优质基金Evergreen Quality Fund GP, Ltd.
0.41%#31$2,519.5万137.5万股$00股+137.5万股新买入
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
0.03%0.04%#64$2,507.9万136.9万股$2,263.4万139.9万股-3.0万股-2.14%减仓
弗雷德·阿尔杰管理FRED ALGER MANAGEMENT, LLC
0.08%0.02%#53$2,397.1万130.8万股$383.2万23.7万股+107.2万股+452.50%加仓
SILVERARC CAPITAL MANAGEMENT, LLC
2.4%3.06%#15$2,313.9万126.3万股$2,996.2万185.2万股-58.9万股-31.80%减仓
Balyasny资产管理BALYASNY ASSET MANAGEMENT L.P.
0.03%0.11%#67$2,305.0万125.8万股$8,323.0万514.4万股-388.6万股-75.54%减仓
Octagon Capital Advisors LP
2.07%#17$2,299.2万125.5万股$00股+125.5万股新买入
Point72资产管理Point72 Asset Management, L.P.
0.03%0.01%#70$2,284.9万124.7万股$1,121.8万69.3万股+55.4万股+79.89%加仓
First Turn Management, LLC
2.39%1.57%#16$2,238.2万122.2万股$1,403.8万86.8万股+35.4万股+40.81%加仓
Federated HermesFEDERATED HERMES, INC.
0.03%<0.01%#69$1,982.7万108.2万股$1.6万1,005股+108.1万股+107,587.76%加仓
Integral Health 资产管理Integral Health Asset Management, LLC
0.72%0.54%#22$1,832.0万100.0万股$1,132.6万70.0万股+30.0万股+42.86%加仓
D.E.肖D. E. Shaw & Co., Inc.
0.01%0.01%#88$1,739.6万95.0万股$1,973.2万122.0万股-27.0万股-22.14%减仓

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