ERAS
Erasca, Inc.
+0.49 (+3.19%)15.85USD1.3M成交股數5.5B市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-11下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 1.3M |
| 近 180 天 淨額 | −1.3M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | 04-03 | Garner Ebun | Chief Legal Officer | M 選擇權執行 | 80.0K | 1.70 | 136K | 105K | SEC |
| 2026-04-01 | 04-03 | Garner Ebun | Chief Legal Officer | S 公開市場賣出(10b5-1) | 80.0K | 16.40 | 1.3M | 25.1K | SEC |
| 2026-03-04 | 03-06 | Morris Shannon | Chief Medical Officer | M 選擇權執行 | 20.0K | 1.70 | 34K | 20.0K | SEC |
| 2026-03-04 | 03-06 | Morris Shannon | Chief Medical Officer | S 公開市場賣出(10b5-1) | 20.0K | 15.04 | 301K | 0 | SEC |
| 2026-01-07 | 01-08 | Garner Ebun | General Counsel & Corp. Sec. | M 選擇權執行 | 120K | 1.70 | 204K | 145K | SEC |
| 2026-01-07 | 01-08 | Garner Ebun | General Counsel & Corp. Sec. | S 公開市場賣出(10b5-1) | 120K | 5.59 | 671K | 25.1K | SEC |
| 2025-12-15 | 01-30 | Chacko David M. | CFO and CBO | J 其他 | 17.8K | 1.19 | 21K | 280K | SEC |
| 2025-12-15 | 01-08 | Garner Ebun | General Counsel & Corp. Sec. | A 獲配股票 | 3.9K | 1.19 | 5K | 25.1K | SEC |
| 2025-05-23 | 06-03 | Multani Pratik S | Director | G 贈與 | 6.2K | – | – | 167K | SEC |
| 2025-05-23 | 06-03 | Multani Pratik S | Director | G 贈與 | 6.2K | – | – | 6.2K | SEC |
| 2024-12-13 | 02-05 | Garner Ebun | General Counsel & Corp. Sec. | J 其他 | 5.7K | 1.56 | 9K | 21.2K | SEC |
| 2024-12-13 | 02-05 | Chacko David M. | CFO and CBO | J 其他 | 12.3K | 1.56 | 19K | 262K | SEC |
| 2024-06-14 | 02-05 | Chacko David M. | CFO and CBO | J 其他 | 3.1K | 1.56 | 5K | 262K | SEC |
| 2024-06-14 | 02-05 | Garner Ebun | General Counsel & Corp. Sec. | J 其他 | 5.7K | 1.56 | 9K | 21.2K | SEC |
| 2024-05-21 | 05-22 | Casdin Alexander W. | Director | P 公開市場買進 | 80.0K | 2.27 | 182K | 574K | SEC |
| 2023-12-15 | 12-18 | Garner Ebun | General Counsel & Corp. Sec. | J 其他 | 5.4K | 1.59 | 9K | 9.7K | SEC |
| 2023-12-15 | 12-18 | Chacko David M. | CFO and CBO | J 其他 | 7.5K | 1.59 | 12K | 247K | SEC |
| 2023-12-06 | 12-08 | Start Valerie Denise Harding | Director | P 公開市場買進 | 10.0K | 1.85 | 19K | 20.0K | SEC |
| 2023-12-06 | 12-06 | Lim Jonathan E | Chairman & CEO | P 公開市場買進 | 278K | 1.72 | 478K | 12.9M | SEC |
| 2023-12-05 | 12-06 | Lim Jonathan E | Chairman & CEO | P 公開市場買進 | 722K | 1.69 | 1.2M | 12.9M | SEC |
| 2023-12-04 | 12-04 | Casdin Alexander W. | Director | P 公開市場買進 | 30.0K | 1.66 | 50K | 494K | SEC |
| 2023-10-05 | 10-10 | Lim Jonathan E | Chairman & CEO | P 公開市場買進 | 1.0M | 2.03 | 2.0M | 19.5M | SEC |
| 2023-06-08 | 06-08 | Lim Jonathan E | Chairman & CEO | P 公開市場買進 | 100K | 2.75 | 275K | 18.4M | SEC |
| 2023-04-10 | 04-11 | Casdin Alexander W. | Director | P 公開市場買進 | 20.0K | 2.76 | 55K | 464K | SEC |
| 2023-03-28 | 03-28 | Lim Jonathan E | Chairman & CEO | P 公開市場買進 | 100K | 2.84 | 284K | 18.3M | SEC |
| 2023-02-01 | 02-03 | Chacko David M. | Chief Financial Officer | J 其他 | 2 | 3.89 | 7.78 | 239K | SEC |
| 2023-02-01 | 02-03 | Garner Ebun | General Counsel & Corp. Sec. | J 其他 | 2.4K | 4.10 | 10K | 4.3K | SEC |
| 2023-02-01 | 02-03 | Garner Ebun | General Counsel & Corp. Sec. | J 其他 | 2 | 3.89 | 7.78 | 4.3K | SEC |
| 2023-02-01 | 02-03 | Wei Lin | Chief Medical Officer | J 其他 | 1.7K | 4.10 | 7K | 316K | SEC |
| 2023-02-01 | 02-03 | Wei Lin | Chief Medical Officer | J 其他 | 2 | 3.89 | 7.78 | 316K | SEC |
| 2023-02-01 | 02-03 | Chacko David M. | Chief Financial Officer | J 其他 | 1.7K | 4.10 | 7K | 239K | SEC |
| 2023-01-10 | 01-10 | Lim Jonathan E | Chairman & CEO | P 公開市場買進 | 60.0K | 3.86 | 232K | 20.3M | SEC |
| 2022-12-21 | 12-22 | Bristol James Arthur | Director | P 公開市場買進 | 20.0K | 4.14 | 83K | 20.0K | SEC |
| 2022-12-21 | 12-22 | Start Valerie Denise Harding | Director | P 公開市場買進 | 10.0K | 4.64 | 46K | 10.0K | SEC |
| 2022-12-15 | 12-15 | Casdin Alexander W. | Director | P 公開市場買進 | 20.0K | 4.87 | 97K | 444K | SEC |
| 2022-12-14 | 12-15 | Lim Jonathan E | Chairman & CEO | P 公開市場買進 | 40.0K | 4.99 | 200K | 20.2M | SEC |
| 2022-12-13 | 12-21 | Chen Bihua | Director | P 公開市場買進 | 308K | 6.50 | 2.0M | 10.8M | SEC |
| 2022-12-13 | 12-21 | Cormorant Asset Management, LP | Director | P 公開市場買進 | 308K | 6.50 | 2.0M | 10.8M | SEC |
| 2022-12-13 | 12-21 | Cormorant Private Healthcare Fund II, LP | Director | P 公開市場買進 | 308K | 6.50 | 2.0M | 10.8M | SEC |
| 2022-12-13 | 12-21 | Cormorant Global Healthcare Master Fund, LP | Director | P 公開市場買進 | 308K | 6.50 | 2.0M | 10.8M | SEC |
| 2022-12-13 | 12-20 | Cormorant Private Healthcare Fund II, LP | Director | P 公開市場買進 | 308K | 6.50 | 2.0M | 10.8M | SEC |
| 2022-12-13 | 12-20 | Cormorant Asset Management, LP | Director | P 公開市場買進 | 308K | 6.50 | 2.0M | 10.8M | SEC |
| 2022-12-13 | 12-20 | Chen Bihua | Director | P 公開市場買進 | 308K | 6.50 | 2.0M | 10.8M | SEC |
| 2022-12-13 | 12-20 | Cormorant Global Healthcare Master Fund, LP | Director | P 公開市場買進 | 308K | 6.50 | 2.0M | 10.8M | SEC |
| 2022-11-30 | 02-15 | Lim Jonathan E | Chairman and CEO | G 贈與 | 2.0M | – | – | 18.2M | SEC |
| 2022-07-01 | 07-06 | Casdin Alexander W. | Director | J 其他 | 750K | – | – | 0 | SEC |
| 2022-02-01 | 02-03 | Chacko David M. | Chief Financial Officer | J 其他 | 1.6K | 11.60 | 18K | 237K | SEC |
| 2022-02-01 | 02-03 | Wei Lin | Chief Medical Officer | J 其他 | 1.6K | 11.60 | 18K | 314K | SEC |
| 2022-02-01 | 02-03 | Garner Ebun | General Counsel & Corp. Sec. | J 其他 | 990 | 11.60 | 11K | 1.9K | SEC |
| 2021-08-10 | 08-10 | Chen Bihua | Director | P 公開市場買進 | 200K | 22.10 | 4.4M | 10.5M | SEC |
| 2021-07-26 | 08-10 | Chen Bihua | Director | S 公開市場賣出 | 200K | 18.77 | 3.8M | 10.3M | SEC |
| 2021-07-20 | 07-22 | Cormorant Asset Management, LP | TenPercentOwner | C 轉換 | 9.6M | – | – | 9.6M | SEC |
| 2021-07-20 | 07-22 | Cormorant Private Healthcare Fund II, LP | TenPercentOwner | P 公開市場買進 | 950K | 16.00 | 15.2M | 10.5M | SEC |
| 2021-07-20 | 07-22 | Cormorant Asset Management, LP | TenPercentOwner | P 公開市場買進 | 950K | 16.00 | 15.2M | 10.5M | SEC |
| 2021-07-20 | 07-22 | Chen Bihua | Director | C 轉換 | 9.6M | – | – | 9.6M | SEC |
| 2021-07-20 | 07-22 | Chen Bihua | Director | P 公開市場買進 | 950K | 16.00 | 15.2M | 10.5M | SEC |
| 2021-07-20 | 07-22 | Cormorant Global Healthcare Master Fund, LP | TenPercentOwner | C 轉換 | 9.6M | – | – | 9.6M | SEC |
| 2021-07-20 | 07-22 | Cormorant Global Healthcare Master Fund, LP | TenPercentOwner | P 公開市場買進 | 950K | 16.00 | 15.2M | 10.5M | SEC |
| 2021-07-20 | 07-22 | Cormorant Private Healthcare Fund II, LP | TenPercentOwner | C 轉換 | 9.6M | – | – | 9.6M | SEC |
| 2021-07-20 | 07-20 | City Hill, LLC | TenPercentOwner | C 轉換 | 5.1M | – | – | 20.2M | SEC |
| 2021-07-20 | 07-20 | City Hill, LLC | TenPercentOwner | C 轉換 | 5.4M | – | – | 11.9M | SEC |
| 2021-07-20 | 07-20 | Lim Conyee T. | TenPercentOwner | C 轉換 | 5.1M | – | – | 20.2M | SEC |
| 2021-07-20 | 07-20 | Lim Conyee T. | TenPercentOwner | C 轉換 | 5.4M | – | – | 11.9M | SEC |
| 2021-07-20 | 07-20 | Hambleton Julie | Director | P 公開市場買進 | 6.0K | 16.00 | 96K | 6.0K | SEC |
| 2021-07-20 | 07-20 | Multani Pratik S | Director | P 公開市場買進 | 6.2K | 16.00 | 99K | 173K | SEC |
| 2021-07-20 | 07-20 | Start Valerie Denise Harding | Director | P 公開市場買進 | 2.0K | 16.00 | 32K | 2.0K | SEC |
| 2021-07-20 | 07-20 | CRANDELL KEITH | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | CRANDELL KEITH | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | NELSEN ROBERT | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | NELSEN ROBERT | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | GILLIS STEVEN | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | GILLIS STEVEN | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | Burow Kristina | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | Burow Kristina | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | ARCH Venture Fund X, L.P. | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | ARCH Venture Fund X, L.P. | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | ARCH Venture Fund X Overage, L.P. | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | ARCH Venture Fund X Overage, L.P. | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | ARCH Venture Partners X Overage, L.P. | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
| 2021-07-20 | 07-20 | ARCH Venture Partners X Overage, L.P. | TenPercentOwner | C 轉換 | 5.5M | – | – | 5.5M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 25.0M | 458M | 新進 | 新進 |
| BlackRock, Inc. | 21.2M | 388M | 新進 | 新進 |
| RTW INVESTMENTS, LP | 17.9M | 329M | 新進 | 新進 |
| Venrock Adviser, LLC | 17.9M | 328M | 新進 | 新進 |
| STATE STREET CORP | 12.2M | 223M | 新進 | 新進 |
| Logos Global Management LP | 12.2M | 223M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.4M | 209M | 新進 | 新進 |
| Siren, L.L.C. | 11.4M | 209M | 新進 | 新進 |
| Paradigm Biocapital Advisors LP | 9.6M | 175M | 新進 | 新進 |
| ARCH Venture Management, LLC | 7.1M | 130M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 6.5M | 119M | 新進 | 新進 |
| Cormorant Asset Management, LP | 6.0M | 110M | 新進 | 新進 |
| Affinity Asset Advisors, LLC | 5.3M | 96.2M | 新進 | 新進 |
| Vivo Capital, LLC | 4.1M | 75.6M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 3.8M | 70.0M | 新進 | 新進 |
| ALLIANCEBERNSTEIN L.P. | 4.1M | 66.6M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 3.0M | 55.9M | 新進 | 新進 |
| FMR LLC | 2.9M | 52.8M | 新進 | 新進 |
| a16z Capital Management, L.L.C. | 2.9M | 52.4M | 新進 | 新進 |
| Woodline Partners LP | 2.8M | 51.9M | 新進 | 新進 |
| JENNISON ASSOCIATES LLC | 2.8M | 51.1M | 新進 | 新進 |
| Soleus Capital Management, L.P. | 2.7M | 49.5M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.4M | 43.8M | 新進 | 新進 |
| SAMLYN CAPITAL, LLC | 2.3M | 41.3M | 新進 | 新進 |
| BNP PARIBAS FINANCIAL MARKETS | 2.0M | 37.4M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 257 +32 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 257 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 281M · 80.4% |
| 合計季末市值 | 4.6B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 31.2M |
|---|---|
| 與上期比 | +1.3% |
| 佔流通股數 | 8.93% |
| 日均成交量 | 3.3M |
| 回補天數 | 9.4 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 31.2M | +1.3% | 8.93% | 3.3M | 9.4 |
| 2026-08-14 | 30.8M | +3.0% | 8.82% | 3.1M | 10.0 |
| 2026-07-31 | 30.0M | -2.6% | 8.56% | 4.1M | 7.3 |
| 2026-07-15 | 30.8M | -4.8% | 8.80% | 5.2M | 5.9 |
| 2026-06-30 | 32.3M | +2.6% | 9.24% | 7.2M | 4.5 |
| 2026-06-15 | 31.5M | -1.3% | 9.00% | 5.5M | 5.8 |
| 2026-05-29 | 31.9M | +1.5% | 9.12% | 4.3M | 7.5 |
| 2026-05-15 | 31.4M | -2.0% | 8.98% | 4.7M | 6.7 |
| 2026-04-30 | 32.1M | -5.7% | 9.17% | 13.4M | 2.4 |
| 2026-04-15 | 34.0M | +13.7% | 9.71% | 5.6M | 6.1 |
| 2026-03-31 | 29.9M | +13.5% | 8.54% | 6.2M | 4.9 |
| 2026-03-13 | 26.3M | -3.5% | 7.53% | 4.8M | 5.5 |
| 2026-02-27 | 27.3M | -3.6% | 7.81% | 3.1M | 8.8 |
| 2026-02-13 | 28.3M | +10.4% | 8.10% | 4.5M | 6.3 |
| 2026-01-30 | 25.6M | -3.7% | 7.33% | 7.2M | 3.6 |
| 2026-01-15 | 26.6M | +30.0% | 7.62% | 12.1M | 2.2 |
| 2025-12-31 | 20.5M | +20.8% | 5.86% | 2.7M | 7.7 |
| 2025-12-15 | 17.0M | +3.6% | 4.85% | 2.4M | 7.1 |
| 2025-11-28 | 16.4M | +0.7% | 4.68% | 1.8M | 8.9 |
| 2025-11-14 | 16.3M | -0.7% | 4.65% | 1.5M | 11.0 |
| 2025-10-31 | 16.4M | +1.3% | 4.68% | 1.1M | 15.2 |
| 2025-10-15 | 16.1M | -6.0% | 4.62% | 2.9M | 5.6 |
| 2025-09-30 | 17.2M | -7.7% | 4.91% | 1.8M | 9.7 |
| 2025-09-15 | 18.6M | -0.5% | 5.32% | 1.3M | 14.5 |
| 2025-08-29 | 18.7M | -0.5% | 5.35% | 651K | 28.7 |
| 2025-08-15 | 18.8M | -1.3% | 5.38% | 699K | 26.9 |