Erasca, Inc.
US ˙ NasdaqGS ˙ US29479A1088

SecurityERAS / Erasca, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership989,210 shares
Latest Disclosed Value $ 16,005,428
Morgan Stanley reports 22.07% increase in ownership of ERAS / Erasca, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 989,210 shares of Erasca, Inc. (US:ERAS) valued at $16,005,418 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 810,385 shares of Erasca, Inc.. This represents a change in shares of 22.07% during the quarter. The current value of the position is $13,126,817 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ERASCA COM 29479A108 989,210 178,825 22.07 16,005 431.02 0.0010
2026-05-27 2025-12-31 13F/A-1 ERASCA COM 29479A108 810,385 541,715 201.63 3,015 415.21 0.0002
2026-02-13 2025-12-31 13F ERASCA COM 29479A108 810,385 541,715 3,015 0.0002
2026-05-27 2025-09-30 13F/A-1 ERASCA COM 29479A108 268,670 -340,673 -55.91 586 -24.32 0.0000
2025-11-14 2025-09-30 13F ERASCA COM 29479A108 268,670 -340,673 586 0.0000
2025-08-15 2025-06-30 13F ERASCA COM 29479A108 609,343 31,105 5.38 774 -2.40 0.0001
2025-05-15 2025-03-31 13F ERASCA COM 29479A108 578,238 -176,500 -23.39 792 -58.18 0.0001
2025-05-15 2024-12-31 13F/A-1 ERASCA COM 29479A108 754,738 -118,403 -13.56 1,894 -20.52 0.0001
2025-02-14 2024-12-31 13F ERASCA COM 29479A108 754,738 -118,403 1,894 0.0001
2025-05-14 2024-09-30 13F/A-2 ERASCA COM 29479A108 873,141 -849,384 -49.31 2,384 -41.38 0.0002
2025-02-14 2024-09-30 13F/A-1 ERASCA COM 29479A108 873,141 -849,384 2,384 0.0002
2024-11-14 2024-09-30 13F ERASCA COM 29479A108 873,141 -849,384 2,384 0.0000
2025-05-14 2024-06-30 13F/A-2 ERASCA COM 29479A108 1,722,525 1,064,300 161.69 4,065 200.00 0.0003
2024-10-17 2024-06-30 13F/A-1 ERASCA COM 29479A108 1,722,525 1,064,300 4,065 0.0003
2024-08-14 2024-06-30 13F ERASCA COM 29479A108 1,722,525 1,064,300 4,065 0.0003
2024-10-17 2024-03-31 13F/A-2 ERASCA COM 29479A108 658,225 -33,589 -4.86 1,356 -8.01 0.0001
2024-08-16 2024-03-31 13F/A-1 ERASCA COM 29479A108 658,225 -33,589 1,356 0.0000
2024-05-15 2024-03-31 13F ERASCA COM 29479A108 658,225 -33,589 1,356 0.0001
2024-08-16 2023-12-31 13F/A-1 ERASCA COM 29479A108 691,814 -56,841 -7.59 1,474 -0.07 0.0001
2024-02-13 2023-12-31 13F ERASCA COM 29479A108 691,814 -56,841 1,474 0.0001
2023-11-15 2023-09-30 13F ERASCA COM 29479A108 748,655 -275,980 -26.93 1,475 -47.86 0.0001
2023-08-14 2023-06-30 13F ERASCA COM 29479A108 1,024,635 560,260 120.65 2,828 102.36 0.0003
2023-05-15 2023-03-31 13F ERASCA COM 29479A108 464,375 111,870 31.74 1,398 -8.03 0.0001
2023-02-14 2022-12-31 13F ERASCA COM 29479A108 352,505 146,970 71.51 1,519 -5.30 0.0002
2022-11-14 2022-09-30 13F ERASCA COM 29479A108 205,535 11,715 6.04 1,604 48.52 0.0002
2022-10-27 2022-06-30 13F/A-1 ERASCA COM 29479A108 193,820 164,965 571.70 1,080 333.73 0.0001
2022-08-15 2022-06-30 13F ERASCA COM 29479A108 193,820 164,965 1,080 0.0000
2022-10-27 2022-03-31 13F/A-1 ERASCA COM 29479A108 28,855 214 0.75 249 -44.17 0.0000
2022-05-13 2022-03-31 13F ERASCA COM 29479A108 28,855 214 249 0.0000
2022-02-14 2021-12-31 13F ERASCA COM 29479A108 28,641 25,337 766.86 446 537.14 0.0001
2021-11-15 2021-09-30 13F ERASCA COM 29479A108 3,304 3,304 70 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.