13F Portfolios

Paradigm Biocapital Advisors LP — ERASCA INC ERAS: Quarterly 13F Position History

Paradigm Biocapital Advisors LP has reported ERASCA INC (ERAS) on 8 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2024. As of Q1 2026, the position is sized at 10,392,702 shares ($168.2M market value, 3.44% of the equity book). Quarter-over-quarter share count change: 3,766,393 (-26.6%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 10,392,702 3,766,393 -26.6% $168.2M 3.44% $16.18
Q4 2025 14,159,095 +599,078 +4.4% $52.7M 1.41% $3.72
Q3 2025 13,560,017 +1,652,835 +13.9% $29.6M 0.87% $2.18
Q2 2025 11,907,182 +1,104,828 +10.2% $15.1M 0.65% $1.27
Q1 2025 10,802,354 +50,000 +0.5% $14.8M 0.68% $1.37
Q4 2024 10,752,354 +84,213 +0.8% $27.0M 0.94% $2.51
Q3 2024 10,668,141 +3,418,141 +47.1% $29.1M 1.02% $2.73
Q2 2024 7,250,000 $17.1M 0.65% $2.36

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 Paradigm Biocapital Advisors LP first disclose a ERAS position in 13F-HR filings?

Paradigm Biocapital Advisors LP first reported ERASCA INC (ERAS) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.

What was Paradigm Biocapital Advisors LP's most recent quarter-over-quarter share-count change in ERAS?

Between Q4 2025 and Q1 2026, Paradigm Biocapital Advisors LP reduced its ERAS position by 3,766,393 shares (-26.6%), leaving 10,392,702 shares at a market value of $168.2M.

Does the implied price-per-share represent Paradigm Biocapital Advisors LP'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.