RTW INVESTMENTS, LP: ERASCA INC (ERAS): Quarterly 13F Position History
As of Q2 2026, RTW INVESTMENTS, LP reported 17,946,754 shares of ERASCA INC (ERAS), worth $328.8M and representing 2.8% of its 13F equity book. Quarter-over-quarter share count change: + 1,789,579 (+11.1%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 17,946,754Shares Held (Latest Filing)
- $328.8MReported Market Value (Latest Filing)
- 2.8%Portfolio Weight (% of 13F Equity Book)
- +1,789,579Quarter-over-Quarter Share Change
- +$67.4MQuarter-over-Quarter Value Change
- 17,946,754Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 17,946,754 | +1,789,579 | +11.1% | $328.8M | 2.8% | $18.3 |
| Q1 2026 | 16,157,175 | +16,010,524 | +10917.4% | $261.4M | 2.6% | $16.2 |
| Q4 2025 | 146,651 | – | – | $545.5K | 0.0% | $3.7 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did RTW INVESTMENTS, LP first disclose a ERAS position in 13F-HR filings?
RTW INVESTMENTS, LP first reported ERASCA INC (ERAS) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was RTW INVESTMENTS, LP's most recent quarter-over-quarter share-count change in ERAS?
Between Q1 2026 and Q2 2026, RTW INVESTMENTS, LP added 1,789,579 shares of ERAS (+11.1%), bringing the total reported position to 17,946,754 shares at a market value of $328.8M.
Does the implied price-per-share represent RTW INVESTMENTS, 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.