SR One Capital Management, LP
CIK 1910264
13F filing for Q2 2026・No. 2,516
- Holdings
- US$1.04B
- Quarter change
- +US$123.57M
- Entries
- 15
- Net bought (estimate)
- −US$82.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 2
- Cut 0
- Added 1
- Corporate actions 0
- Unchanged 11
Largest holdings
15 stocks worth US$1.04B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| Veradermics, Inc.Common Stock | Unchanged | 2,401,868 | US$295.29M | 28.42% |
| Zenas BioPharma, IncCommon Stock | Unchanged | 5,037,854 | US$127.86M | 12.31% |
| CRSPCRISPR Therapeutics AGCommon Shares | Unchanged | 2,038,763 | US$111.19M | 10.70% |
| AVLNAvalyn Pharma, IncCommon Stock | New | 3,308,649 | US$108.92M | 10.48% |
| Design Therapeutics, Inc.Common Stock | Unchanged | 6,526,476 | US$94.44M | 9.09% |
| ODTXOdyssey Therapeutics, Inc.Common Stock | New | 3,794,883 | US$71M | 6.83% |
| Alumis Inc.Common Stock | Unchanged | 1,959,896 | US$55.15M | 5.31% |
| ORIC Pharmaceuticals, Inc.Common Stock | Added | 4,615,384 | US$49.98M | 4.81% |
| Mineralys Therapeutics Inc.Common Stock | Unchanged | 1,563,966 | US$42.2M | 4.06% |
| ARS Pharmaceuticals, Inc.Common Stock | Unchanged | 4,012,903 | US$32.14M | 3.09% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.