Funds › SR One Capital Management, LP
SR One Capital Management, LP
13F for Q2 2026, filed Aug 12, 2026. 15 positions worth $1.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MANE Veradermics, Incorporated | 2.40M | $295.3M | 28.4% | Unchanged | 13F ↗ |
| 2 | ZBIO Zenas BioPharma, Inc. | 5.04M | $127.9M | 12.3% | Unchanged | 13F ↗ |
| 3 | CRSP CRISPR Therapeutics AG · Namen Akt | 2.04M | $111.2M | 10.7% | Unchanged | 13F ↗ |
| 4 | AVLN Avalyn Pharma Inc. | 3.31M | $108.9M | 10.5% | New | 13F ↗ |
| 5 | DSGN Design Therapeutics, Inc. | 6.53M | $94.4M | 9.1% | Unchanged | 13F ↗ |
| 6 | ODTX Odyssey Therapeutics, Inc. | 3.79M | $71.0M | 6.8% | New | 13F ↗ |
| 7 | ALMS Alumis Inc. | 1.96M | $55.2M | 5.3% | Unchanged | 13F ↗ |
| 8 | ORIC Oric Pharmaceuticals, Inc. | 4.62M | $50.0M | 4.8% | +2.2% | 13F ↗ |
| 9 | MLYS Mineralys Therapeutics, Inc. | 1.56M | $42.2M | 4.1% | Unchanged | 13F ↗ |
| 10 | SPRY ARS Pharmaceuticals, Inc. | 4.01M | $32.1M | 3.1% | Unchanged | 13F ↗ |
| 11 | MOBI Mobia Medical, Inc. | 1.99M | $26.6M | 2.6% | New | 13F ↗ |
| 12 | NKTX Nkarta, Inc. | 3.33M | $9.4M | 0.9% | Unchanged | 13F ↗ |
| 13 | OCS Oculis Holding AG | 641,022 | $8.9M | 0.9% | Unchanged | 13F ↗ |
| 14 | RARE Ultragenyx Pharmaceutical Inc. | 137,753 | $4.6M | 0.4% | Unchanged | 13F ↗ |
| 15 | Engene Holdings Inc | 747,750 | $1.3M | 0.1% | Unchanged | 13F ↗ |
Changes since Q1 2026
3 new, 1 added to, 0 trimmed, 2 exited, 11 unchanged. By estimated dollars.
New positions (3)
Added to (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| ORIC Oric Pharmaceuticals, Inc. | 4.62M | +2.2% | $1.1M |
Trimmed (0)
None this quarter.
Exited (2)
| Arcellx Inc | 2.35M | Exited | -$269.4M |
| ORKA Oruka Therapeutics, Inc. | 430,330 | Exited | -$21.1M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer