SR One Capital Management, LP is a healthcare-focused institutional investor whose equity holdings are disclosed each quarter through SEC Form 13F filings. This page tracks those disclosures over time, similar to how investors follow the largest hedge funds buying and selling names like UNH or watch a portfolio including cash evolve position by position. Each update below reflects a fresh quarterly snapshot, not a single trade date, so the numbers show holdings as reported rather than when any transaction actually happened.
For the quarter ending 2026-03-31, SR One Capital Management, LP disclosed several new positions alongside a mix of additions, trims, and exits across its biotech and pharma holdings.
New Positions Opened
The fund opened new stakes in Veradermics, Inc. (MANE) worth $151,677,964, Avalyn Pharma, Inc (AVLN) worth $108,920,725, Odyssey Therapeutics, Inc. (ODTX) worth $71,002,261, and Mobia Medical, Inc (MOBI) worth $26,613,365. Notably, the Veradermics position was then increased further within the same quarter, growing 95% to $295,285,652, making it one of the largest single holdings reported this period.
Increases, Reductions, and Exits
Several existing positions saw meaningful increases. Arcellx, Inc. rose 76% from $153,000,276 to $269,440,057 before being fully exited later in the same quarter. Zenas BioPharma, Inc (ZBIO) climbed 30% to $127,860,735 after having been reduced 46% earlier in the quarter from $182,924,479 to $98,490,046. Design Therapeutics, Inc. (DSGN) increased twice, first 13% to $69,441,704 and then 36% to $94,438,108. Alumis Inc. (ALMS) also grew in two steps, up 126% to $43,176,509 and then 28% further to $55,151,473. ORIC Pharmaceuticals, Inc. (ORIC) increased 55% to $58,476,915, and CRISPR Therapeutics AG (CRSP) moved in both directions, dipping 9% to $96,983,956 before rising 15% to $111,194,134.
On the reduction side, ARS Pharmaceuticals, Inc. (SPRY) was cut 31% to $32,223,611, Mineralys Therapeutics Inc. (MLYS) was trimmed 25% to $42,367,839, and Oculis Holding AG (OCS) was reduced 48% to $8,890,975. Oruka Therapeutics, Inc (ORKA), previously worth $21,107,686, was exited entirely during the quarter.
Together, these filings show SR One Capital Management, LP actively rotating capital within its healthcare-focused book, adding to select biotech names while trimming or exiting others. As new 13F filings become available each quarter, this profile will be updated with the latest disclosed moves, keeping a running record of how the fund’s reported holdings shift over time.
Related ticker coverage
- MANE — all coverage →
- AVLN — all coverage →
- ODTX — all coverage →
- ZBIO — all coverage →
- MOBI — all coverage →
- DSGN — all coverage →
- ALMS — all coverage →
- ORKA — all coverage →
- ORIC — all coverage →
- SPRY — all coverage →
- CRSP — all coverage →
- MLYS — all coverage →
- OCS — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.