SR One Capital Management, LP 13F Holdings · Q2 2026
SR One Capital Management, LP reported 15 securities worth $1.04B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MANE (28.42%), ZBIO (12.31%), CRSP (10.70%). Among its top 25 positions this quarter: 3 new, 1 added, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MANE | Veradermics, Inc. | $295.3M | 28.42% | 2.4M | Hold |
| 2 | ZBIO | Zenas BioPharma, Inc | $127.9M | 12.31% | 5.0M | Hold |
| 3 | CRSP | CRISPR Therapeutics AG | $111.2M | 10.70% | 2.0M | Hold |
| 4 | AVLN | Avalyn Pharma, Inc | $108.9M | 10.48% | 3.3M | New |
| 5 | DSGN | Design Therapeutics, Inc. | $94.4M | 9.09% | 6.5M | Hold |
| 6 | ODTX | Odyssey Therapeutics, Inc. | $71.0M | 6.83% | 3.8M | New |
| 7 | ALMS | Alumis Inc. | $55.2M | 5.31% | 2.0M | Hold |
| 8 | ORIC | ORIC Pharmaceuticals, Inc. | $50.0M | 4.81% | 4.6M | Added |
| 9 | MLYS | Mineralys Therapeutics Inc. | $42.2M | 4.06% | 1.6M | Hold |
| 10 | SPRY | ARS Pharmaceuticals, Inc. | $32.1M | 3.09% | 4.0M | Hold |
| 11 | MOBI | Mobia Medical, Inc | $26.6M | 2.56% | 2.0M | New |
| 12 | NKTX | Nkarta, Inc. | $9.4M | 0.91% | 3.3M | Hold |
| 13 | OCS | Oculis Holding AG | $8.9M | 0.86% | 641,022 | Hold |
| 14 | RARE | Ultragenyx Pharmaceutical Inc. | $4.6M | 0.44% | 137,753 | Hold |
| 15 | ENGN | enGene Holdings Inc. | $1.3M | 0.12% | 747,750 | Hold |
| 16 | ACLX | Arcellx, Inc. | $0 | 0.00% | 0 | Exited |
| 17 | ORKA | Oruka Therapeutics, Inc | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR