Fund HoldingsSR ONE CAPITAL MANAGEMENT, LP

Total Portfolio Value
$915.44M
Total Bought
$151.68M
Total Sold
$0
Net Transaction
+$151.68M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Veradermics, Inc.(MANE)02,401,868+2,401,8680151,67816.57%+151,678
Arcellx, Inc.
COMMON STOCK
2,346,6302,346,6300153,000269,44029.43%+116,440
Alumis Inc.1,959,8961,959,896019,12943,1774.72%+24,048
ORIC Pharmaceuticals, Inc.(ORIC)4,514,9294,514,929037,75458,4776.39%+20,723
Design Therapeutics, Inc.6,526,4766,526,476061,21869,4427.59%+8,223
Oruka Therapeutics, Inc(ORKA)430,330430,330013,04321,1082.31%+8,064
Oculis Holding AG641,022641,022012,80117,0451.86%+4,244
Nkarta, Inc.3,333,3333,333,33306,1677,0330.77%+867
Ultragenyx Pharmaceutical Inc.(RARE)137,753137,75303,1682,8860.32%-282
enGene Holdings Inc.
COM
747,750747,75006,7525,0920.56%-1,660
CRISPR Therapeutics AG(CRSP)2,038,7632,038,7630106,91396,98410.59%-9,929
Mineralys Therapeutics Inc.(MLYS)1,563,9661,563,966056,75642,3684.63%-14,388
ARS Pharmaceuticals, Inc.4,012,9034,012,903046,75032,2243.52%-14,527
Zenas BioPharma, Inc(ZBIO)5,037,8545,037,8540182,92498,49010.76%-84,434
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