Institutional
SR ONE CAPITAL MANAGEMENT, LP
CIK 0001910264
$915.4M
Reported AUM
14
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · SR ONE CAPITAL MANAGEMENT, LP · Q1 2026
AI · grounded in 13F
SR ONE CAPITAL MANAGEMENT, LP established a new position in Veradermics, Inc. MANE valued at $151.7M. This addition represents the fund's only change to its portfolio this period. The fund now manages 14 positions with total assets under management of $915.4M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ACLXGBX | Arcellx, Inc. | — | — | — | — | $269.4M | 29.43% | — | HELD |
| 2 | MANE | Veradermics, Inc. | $91.69 | -9.42% | 138.28% | 45.19% | $151.7M | 16.57% | +2,401,868 | NEW |
| 3 | ZBIO | Zenas BioPharma, Inc | $17.47 | -4.95% | 57.10% | -17.73% | $98.5M | 10.76% | — | HELD |
| 4 | CRSP | CRISPR Therapeutics AG | $51.84 | -8.97% | 23.84% | -57.16% | $97.0M | 10.59% | — | HELD |
| 5 | DSGN | Design Therapeutics, Inc. | $10.65 | -1.02% | 165.59% | -31.20% | $69.4M | 7.59% | — | HELD |
| 6 | ORIC | ORIC Pharmaceuticals, Inc. | $7.50 | -6.48% | -19.53% | -54.95% | $58.5M | 6.39% | — | HELD |
| 7 | ALMS | Alumis Inc. | $19.06 | -6.52% | 430.92% | 54.96% | $43.2M | 4.72% | — | HELD |
| 8 | MLYS | Mineralys Therapeutics Inc. | $23.69 | -5.43% | 46.96% | 51.28% | $42.4M | 4.63% | — | HELD |
| 9 | SPRY | ARS Pharmaceuticals, Inc. | $8.56 | -5.62% | -40.92% | -71.73% | $32.2M | 3.52% | — | HELD |
| 10 | ORKA | Oruka Therapeutics, Inc | $60.14 | -3.44% | 378.06% | 194.89% | $21.1M | 2.31% | — | HELD |
| 11 | OCS | Oculis Holding AG | $11.21 | -5.24% | -43.72% | 16.05% | $17.0M | 1.86% | — | HELD |
| 12 | NKTX | Nkarta, Inc. | $2.51 | -9.39% | 32.11% | -92.10% | $7.0M | 0.77% | — | HELD |
| 13 | — | enGene Holdings Inc. | — | — | — | — | $5.1M | 0.56% | — | HELD |
| 14 | RARE | Ultragenyx Pharmaceutical Inc. | $21.91 | -6.01% | -41.05% | -72.55% | $2.9M | 0.32% | — | HELD |
Source: SEC EDGAR · accession 0001193125-26-224136. 13F discloses long positions only — shorts, foreign equities, and options are excluded.