Investor
SR One Capital Management, LP
CIK 0001910264 · filed 2026-05-14 · SEC filing
13F book
$915.4M
Positions
14
1 new · 0 sold
Largest name
29.4%
Arcellx Inc
Est. mark
$57.4M
Price effect on 13 names still held. Flow $151.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Arcellx Inc | — | 2.35M | $269.4M | 29.4% | $116.4M | Held |
| Veradermics, Inc | MANE | 2.4M | $151.7M | 16.6% | — | New |
| Zenas BioPharma, Inc. | ZBIO | 5.04M | $98.5M | 10.8% | −$84.4M | Held |
| Crispr Therapeutics Ag | CRSP | 2.04M | $97M | 10.6% | −$9.93M | Held |
| Design Therapeutics, Inc. | DSGN | 6.53M | $69.4M | 7.6% | $8.22M | Held |
| Oric Pharmaceuticals, Inc. | ORIC | 4.51M | $58.5M | 6.4% | $20.7M | Held |
| Alumis Inc. | ALMS | 1.96M | $43.2M | 4.7% | $24M | Held |
| Mineralys Therapeutics, Inc. | MLYS | 1.56M | $42.4M | 4.6% | −$14.4M | Held |
| ARS Pharmaceuticals, Inc. | SPRY | 4.01M | $32.2M | 3.5% | −$14.5M | Held |
| Oruka Therapeutics, Inc. | ORKA | 430.3K | $21.1M | 2.3% | $8.06M | Held |
| Oculis Holding Ag | — | 641K | $17M | 1.9% | $4.24M | Held |
| Nkarta, Inc. | NKTX | 3.33M | $7.03M | 0.8% | $866.7K | Held |
| Engene Holdings Inc | — | 747.8K | $5.09M | 0.6% | −$1.66M | Held |
| Ultragenyx Pharmaceutical In | — | 137.8K | $2.89M | 0.3% | −$282.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.