SR One Capital Management, LP

Redwood City, CA · CIK 1910264 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2020 · limited partnership

Assets managed$2.4bn
Staff28 · 15 in investment roles
Main clients (by assets)Private funds 100%
Private funds19 · $2.4bn gross assets
Websitesrone.com
Form ADV · 2026-03-31SEC adviser record

Kindprivate equity
Others nearbyRedwood City, CA, London

As an employer

Offices in2 countries
Private fundsprivate equity 19

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Redwood City, CA (main office)United States	United States	about 10
LondonUnited Kingdom	United Kingdom	5

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.0bn reported value +13.5% vs Q1 2026

15positions

95.1%in top 10

3 new 1 added 0 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VERADERMICS INC COMMON STOCK MANE	MANE	2,401,868	$295.3m28.42%	28.42%	Unchanged
2	ZENAS BIOPHARMA INC COM ZBIO	ZBIO	5,037,854	$127.9m12.31%	12.31%	Unchanged
3	CRISPR THERAPEUTICS AG NAMEN AKT CRSP	CRSP	2,038,763	$111.2m10.70%	10.70%	Unchanged
4	AVALYN PHARMACEUTICALS INC COM SHS AVLN	AVLN	3,308,649	$108.9m10.48%	10.48%	New
5	DESIGN THERAPEUTICS INC COM DSGN	DSGN	6,526,476	$94.4m9.09%	9.09%	Unchanged
6	ODYSSEY THERAPEUTICS INC COMMON STOCK ODTX	ODTX	3,794,883	$71.0m6.83%	6.83%	New
7	ALUMIS INC COM ALMS	ALMS	1,959,896	$55.2m5.31%	5.31%	Unchanged
8	ORIC PHARMACEUTICALS INC COM ORIC	ORIC	4,615,384	$50.0m4.81%	4.81%	Added +100.5k	+100,455 2.2%
9	MINERALYS THERAPEUTICS INC COM MLYS	MLYS	1,563,966	$42.2m4.06%	4.06%	Unchanged
10	ARS PHARMACEUTICALS INC COM SPRY	SPRY	4,012,903	$32.1m3.09%	3.09%	Unchanged
11	MOBIA MED INC COMMON STOCK MOBI	MOBI	1,986,072	$26.6m2.56%	2.56%	New
12	NKARTA INC COM NKTX	NKTX	3,333,333	$9.4m0.91%	0.91%	Unchanged
13	OCULIS HOLDING AG ORDINARY SHARES OCS	OCS	641,022	$8.9m0.86%	0.86%	Unchanged
14	ULTRAGENYX PHARMACEUTICAL IN COM RARE	RARE	137,753	$4.6m0.44%	0.44%	Unchanged
15	ENGENE HOLDINGS INC COM COM		747,750	$1.3m0.12%	0.12%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ARCELLX INC ACLX	ACLX	2,346,630	$269.4m2.3m shares
ORUKA THERAPEUTICS INC ORKA	ORKA	430,330	$21.1m430.3k shares