SR One Capital Management, LP

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

SEC-registered investment adviser since 2020 · limited partnership

$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

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