2026 Q1 Portfolio Activity
In 2026 Q1, SR ONE CAPITAL MANAGEMENT, LP maintained a portfolio of 14 distinct positions. The most significant new addition was Veradermics, Inc., now representing 16.57% of the total fund value.
Position History
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Total Positions
14
Quarter
2026 Q1
Top Holding
ACLX (29.4%)
Top 10 Concentration
96.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
SR ONE CAPITAL MANAGEMENT, LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ACLX
Arcellx, Inc.
|
Healthcare | 29.43% | 21.66% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
2,346,630 | $269,440,057 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
N/A
Veradermics, In...
|
|
Unknown | 16.57% | — |
#2
Prev: #—
|
9.0 |
—
|
2,401,868 | — |
NEW
|
2,401,868 | $151,677,964 | — | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
ZBIO
Zenas BioPharma...
|
Healthcare | 10.76% | 25.90% |
#3
2
Prev: #1
|
6.0 |
—
|
no change | no change |
P
S
|
5,037,854 | $98,490,046 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRSP
CRISPR Therapeu...
|
Healthcare | 10.59% | 15.14% |
#4
1
Prev: #3
|
5.5 |
—
|
no change | no change |
P
S
|
2,038,763 | $96,983,956 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DSGN
Design Therapeu...
|
Healthcare | 7.59% | 8.67% |
#5
1
Prev: #4
|
4.5 |
—
|
no change | no change |
P
S
|
6,526,476 | $69,441,704 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ORIC
ORIC Pharmaceut...
|
Healthcare | 6.39% | 5.34% |
#6
1
Prev: #7
|
3.6 |
—
|
no change | no change |
P
S
|
4,514,929 | $58,476,915 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ALMS
Alumis Inc.
|
Healthcare | 4.72% | 2.71% |
#7
1
Prev: #8
|
2.9 |
—
|
no change | no change |
P
S
|
1,959,896 | $43,176,509 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MLYS
Mineralys Thera...
|
Healthcare | 4.63% | 8.03% |
#8
3
Prev: #5
|
2.9 |
—
|
no change | no change |
P
S
|
1,563,966 | $42,367,839 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPRY
ARS Pharmaceuti...
|
Healthcare | 3.52% | 6.62% |
#9
3
Prev: #6
|
2.4 |
—
|
no change | no change |
P
S
|
4,012,903 | $32,223,611 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ORKA
Oruka Therapeut...
|
Healthcare | 2.31% | 1.85% |
#10
1
Prev: #9
|
1.9 |
—
|
no change | no change |
P
S
|
430,330 | $21,107,686 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
OCS
Oculis Holding ...
|
Healthcare | 1.86% | 1.81% |
#11
1
Prev: #10
|
1.7 |
—
|
no change | no change |
P
S
|
641,022 | $17,044,775 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NKTX
Nkarta, Inc.
|
Healthcare | 0.77% | 0.87% |
#12
Prev: #12
|
1.3 |
—
|
no change | no change |
P
S
|
3,333,333 | $7,033,333 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ENGN
enGene Holdings...
|
Healthcare | 0.56% | 0.96% |
#13
2
Prev: #11
|
1.2 |
—
|
no change | no change |
P
S
|
747,750 | $5,092,178 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RARE
Ultragenyx Phar...
|
Healthcare | 0.32% | 0.45% |
#14
1
Prev: #13
|
1.1 |
—
|
no change | no change |
P
S
|
137,753 | $2,885,925 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-14 of 14 holdings