SR One Capital Management, LP
Net seller this quarter
$1.04B
15
-$103M
95.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MANE | $295M | 28.42% | 5.75% | Not reported | Q1 2026 |
 ZBIO | $128M | 12.31% | 7.95% | Not reported | Q3 2024 |
 CRSP | $111M | 10.70% | 2.11% | Not reported | Q1 2024 |
 AVLN | $109M | 10.48% | 7.46% | New | Q2 2026 |
 DSGN | $94.4M | 9.09% | 10.43% | Not reported | Q4 2021 |
 ODTX | $71M | 6.83% | 7.92% | New | Q2 2026 |
 ALMS | $55.2M | 5.31% | Not reported | Not reported | Q2 2024 |
 ORIC | $50M | 4.81% | 4.45% | +2.2% | Q2 2025 |
 MLYS | $42.2M | 4.06% | 1.77% | Not reported | Q1 2023 |
 SPRY | $32.1M | 3.09% | 4.04% | Not reported | Q4 2022 |
 MOBI | $26.6M | 2.56% | 5.97% | New | Q2 2026 |
 NKTX | $9.43M | 0.91% | 4.66% | Not reported | Q2 2022 |
 OCS | $8.89M | 0.86% | Not reported | Not reported | Q1 2025 |
 RARE | $4.6M | 0.44% | 0.14% | Not reported | Q4 2025 |
 ENGN | $1.29M | 0.12% | 1.12% | Not reported | Q2 2024 |
| Q1 2026 | |||||
| ACLX | $269M | 29.43% | 4.01% | Not reported | Q1 2022 |
| MANE | $152M | 16.57% | 6.43% | New | Q1 2026 |
| ZBIO | $98.5M | 10.76% | 8.08% | Not reported | Q3 2024 |
| CRSP | $97M | 10.59% | 2.12% | Not reported | Q1 2024 |
| DSGN | $69.4M | 7.59% | 10.45% | Not reported | Q4 2021 |
| ORIC | $58.5M | 6.39% | 4.36% | Not reported | Q2 2025 |
| ALMS | $43.2M | 4.72% | Not reported | Not reported | Q2 2024 |
| MLYS | $42.4M | 4.63% | 1.90% | Not reported | Q1 2023 |
| SPRY | $32.2M | 3.52% | 4.04% | Not reported | Q4 2022 |
 ORKA | $21.1M | 2.31% | 0.86% | Not reported | Q3 2024 |
| OCS | $17M | 1.86% | Not reported | Not reported | Q1 2025 |
| NKTX | $7.03M | 0.77% | 4.68% | Not reported | Q2 2022 |
| ENGN | $5.09M | 0.56% | 1.12% | Not reported | Q2 2024 |
| RARE | $2.89M | 0.32% | 0.14% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| ZBIO | $183M | 25.90% | 9.25% | +2.6% | Q3 2024 |
| ACLX | $153M | 21.66% | 4.05% | Not reported | Q1 2022 |
| CRSP | $107M | 15.14% | 2.13% | Not reported | Q1 2024 |
| DSGN | $61.2M | 8.67% | 10.81% | Not reported | Q4 2021 |
| MLYS | $56.8M | 8.03% | 1.92% | -26.0% | Q1 2023 |
| SPRY | $46.8M | 6.62% | 4.04% | Not reported | Q4 2022 |
| ORIC | $37.8M | 5.34% | 4.58% | Not reported | Q2 2025 |
| ALMS | $19.1M | 2.71% | Not reported | Not reported | Q2 2024 |
| ORKA | $13M | 1.85% | 0.88% | Not reported | Q3 2024 |
| OCS | $12.8M | 1.81% | Not reported | +98.8% | Q1 2025 |
| ENGN | $6.75M | 0.96% | 1.12% | Not reported | Q2 2024 |
| NKTX | $6.17M | 0.87% | 4.69% | Not reported | Q2 2022 |
| RARE | $3.17M | 0.45% | 0.14% | New | Q4 2025 |
| Q3 2025 | |||||
| ACLX | $193M | 27.86% | 4.06% | Not reported | Q1 2022 |
| CRSP | $132M | 19.11% | 2.17% | +94.4% | Q1 2024 |
| ZBIO | $109M | 15.77% | 11.64% | Not reported | Q3 2024 |
| MLYS | $80.2M | 11.59% | 2.68% | -32.4% | Q1 2023 |
| ORIC | $54.2M | 7.84% | 4.64% | Not reported | Q2 2025 |
| DSGN | $49.1M | 7.11% | 11.46% | Not reported | Q4 2021 |
| SPRY | $40.3M | 5.83% | 4.06% | Not reported | Q4 2022 |
| ORKA | $8.28M | 1.20% | 0.89% | Not reported | Q3 2024 |
| ALMS | $7.82M | 1.13% | Not reported | Not reported | Q2 2024 |
| NKTX | $6.9M | 1.00% | 4.69% | Not reported | Q2 2022 |
| OCS | $5.67M | 0.82% | Not reported | Not reported | Q1 2025 |
| ENGN | $5.11M | 0.74% | 1.46% | Not reported | Q2 2024 |