SR One Capital Management, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), SR One Capital Management, LP reported 14 stock positions worth $915.4 million. Its top holding was Arcellx (ACLX) at 29.4% of the portfolio, followed by Veradermics (MANE, 16.6%) and Zenas Biopharma (ZBIO, 10.8%). Compared with Q4 2025, it opened 1 new position. The biggest buy was a new position in Veradermics (MANE).
- Most Recent 13F
- Q2 2026
- Location
- Redwood City, CA
- CIK
- 0001910264
- Portfolio Value
- $915.4M (Q1 2026)
- SEC Filing
- 0001193125-26-224136 ↗ filed May 14, 2026
Holdings Value
Holdings 14 stocks · $915.4M
| ACLX Arcellx Inc. | 29.43% | 2,346,630 | $269.4M | No change |
| MANE Veradermics Inc. | 16.57% | 2,401,868 | $151.7M | New |
| ZBIO Zenas Biopharma Inc. | 10.76% | 5,037,854 | $98.5M | No change |
| CRSP Crispr Therapeutics AG | 10.59% | 2,038,763 | $97.0M | No change |
| DSGN Design Therapeutics Inc. | 7.59% | 6,526,476 | $69.4M | No change |
| ORIC Oric Pharmaceuticals Inc. | 6.39% | 4,514,929 | $58.5M | No change |
| ALMS Alumis Inc. | 4.72% | 1,959,896 | $43.2M | No change |
| MLYS Mineralys Therapeutics Inc. | 4.63% | 1,563,966 | $42.4M | No change |
| SPRY Ars Pharmaceuticals Inc. | 3.52% | 4,012,903 | $32.2M | No change |
| ORKA Oruka Therapeutics Inc. | 2.31% | 430,330 | $21.1M | No change |
| OCS Oculis Holding AG | 1.86% | 641,022 | $17.0M | No change |
| NKTX Nkarta Inc. | 0.77% | 3,333,333 | $7.0M | No change |
| ENGN Engene Holdings Inc. | 0.56% | 747,750 | $5.1M | No change |
| RARE Ultragenyx Pharmaceutical Inc. | 0.32% | 137,753 | $2.9M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
| MANE Veradermics Inc. | New | 16.57% | +16.57 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $1.0B | MANE, ZBIO, CRSP, AVLN, DSGN |
| Q1 2026 | 14 | $915.4M | ACLX, MANE, ZBIO, CRSP, DSGN |
| Q4 2025 | 13 | $706.4M | ZBIO, ACLX, CRSP, DSGN, MLYS |
| Q3 2025 | 12 | $691.4M | ACLX, CRSP, ZBIO, MLYS, ORIC |
| Q2 2025 | 13 | $461.4M | ACLX, SPRY, CRSP, ZBIO, ORIC |
| Q1 2025 | 12 | $389.3M | ACLX, SPRY, MLYS, ZBIO, CRSP |
| Q4 2024 | 11 | $410.1M | ACLX, SPRY, CRSP, DSGN, ZBIO |
| Q3 2024 | 11 | $498.7M | ACLX, ZBIO, SPRY, CRSP, DSGN |
| Q2 2024 | 9 | $319.4M | ACLX, CRSP, SPRY, ALMS, MLYS |
| Q1 2024 | 6 | $364.1M | ACLX, CRSP, SPRY, NKTX, DSGN |