a16z Capital Management, L.L.C. — ERASCA INC ERAS: Quarterly 13F Position History
a16z Capital Management, L.L.C. has reported ERASCA INC (ERAS) on 10 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2023. As of Q1 2026, the position is sized at 2,862,500 shares ($46.3M market value, 3.59% of the equity book).
- 2,862,500Shares Held (Latest Filing)
- $46.3MReported Market Value (Latest Filing)
- 3.59%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$35.7MQuarter-over-Quarter Value Change
- 2,862,500Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,862,500 | 0 | — | $46.3M | 3.59% | $16.18 |
| Q4 2025 | 2,862,500 | 0 | — | $10.6M | 0.67% | $3.72 |
| Q3 2025 | 2,862,500 | 0 | — | $6.2M | 0.45% | $2.18 |
| Q2 2025 | 2,862,500 | 0 | — | $3.6M | 1.16% | $1.27 |
| Q1 2025 | 2,862,500 | 0 | — | $3.9M | 0.56% | $1.37 |
| Q4 2024 | 2,862,500 | 0 | — | $7.2M | 0.96% | $2.51 |
| Q3 2024 | 2,862,500 | 0 | — | $7.8M | 0.69% | $2.73 |
| Q2 2024 | 2,862,500 | 0 | — | $6.8M | 0.58% | $2.36 |
| Q1 2024 | 2,862,500 | 0 | — | $5.9M | 0.43% | $2.06 |
| Q4 2023 | 2,862,500 | — | — | $6.1M | 0.41% | $2.13 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did a16z Capital Management, L.L.C. first disclose a ERAS position in 13F-HR filings?
a16z Capital Management, L.L.C. first reported ERASCA INC (ERAS) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was a16z Capital Management, L.L.C.'s most recent quarter-over-quarter share-count change in ERAS?
a16z Capital Management, L.L.C. held the same 2,862,500 shares of ERAS between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent a16z Capital Management, L.L.C.'s cost basis in ERAS?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.