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SR One Capital Management, LP

Sector-focusedContrarianQuality / disciplined sizing

Total reported value

$915.4M

Reporting period: 2026-03-31 · Number of holdings: 14

SR One Capital Management, LP disclosed 14 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $915.4M and a quarterly turnover rate of 56.7%.

Personality snowflake

Concentration
61.32
Portfolio Stability
56.67
Momentum/Contrarian
0
Sector conviction
100
Diversification
28
Sizing Uniformity
88.89

Recent moves

  • Trim ZBIO

    0.0%　-$84.4M

  • Add ACLXGBX

    0.0%　$116.4M

  • Trim CRSP

    0.0%　-$9.9M

  • Trim MLYS

    0.0%　-$14.4M

  • Trim SPRY

    0.0%　-$14.5M

  • Add ALMS

    0.0%　$24.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1ACLXGBXArcellx INCStock-Other29.43%+7.77%—
2MANEVeradermics INCStock-Other16.57%+16.57%NEW
3ZBIOZenas Biopharma INCStock-Other10.76%-15.14%—
4CRSPCRISPR Therapeutics AGStock-Healthcare10.59%-4.55%—
5DSGNDesign Therapeutics INCStock-Other7.59%-1.08%—
6ORICOric Pharmaceuticals INCStock-Other6.39%+1.05%—
7ALMSAlumis INCStock-Other4.72%+2.01%—
8MLYSMineralys Therapeutics INCStock-Other4.63%-3.40%—
9SPRYArs Pharmaceuticals INCStock-Other3.52%-3.10%—
10ORKAOruka Therapeutics INCStock-Other2.31%+0.46%—
11OCSOculis Holding AGStock-Other1.86%+0.05%—
12NKTXNkarta INCStock-Other0.77%-0.10%—
13✓ Engene Holdings INCStock-Other0.56%-0.40%—
14RAREUltragenyx Pharmaceutical InStock-Other0.32%-0.13%—

Holding changes this quarter

SR One Capital Management, LP's most significant position changes for 2026-03-31: New buy: Veradermics INC (MANE).

Position changes disclosed by SR One Capital Management, LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1ACLXGBXArcellx INC+7.8%—Unchanged
2ALMSAlumis INC+2%—Unchanged
3ORICOric Pharmaceuticals INC+1.1%—Unchanged
4ORKAOruka Therapeutics INC+0.5%—Unchanged
5OCSOculis Holding AG+0.1%—Unchanged
6NKTXNkarta INC-0.1%—Unchanged
7RAREUltragenyx Pharmaceutical In-0.1%—Unchanged
8✓ Engene Holdings INC-0.4%—Unchanged
9DSGNDesign Therapeutics INC-1.1%—Unchanged
10SPRYArs Pharmaceuticals INC-3.1%—Unchanged
11MLYSMineralys Therapeutics INC-3.4%—Unchanged
12CRSPCRISPR Therapeutics AG-4.6%—Unchanged
13ZBIOZenas Biopharma INC-15.1%—Unchanged
14MANEVeradermics INC—NEWNew buy

FAQ

What is SR One Capital Management, LP and what type of investor is it?
SR One Capital Management, LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $915.4M, spread across 14 disclosed positions.
What are SR One Capital Management, LP's largest equity positions?
Based on the latest 13F filing, SR One Capital Management, LP's top holdings by market value are: 1. Arcellx INC (ACLXGBX) — $269.4M (29.4%) 2. Veradermics INC (MANE) — $151.7M (16.6%) 3. Zenas Biopharma INC (ZBIO) — $98.5M (10.8%) 4. CRISPR Therapeutics AG (CRSP) — $97.0M (10.6%) 5. Design Therapeutics INC (DSGN) — $69.4M (7.6%)
What changes did SR One Capital Management, LP make in its most recent portfolio filing?
In the latest quarter, SR One Capital Management, LP was primarily adding exposure — initiating 1 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Veradermics INC (MANE)
What sectors does SR One Capital Management, LP focus on?
SR One Capital Management, LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 100.0%