Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| Frazier Life Sciences Management, L.P. | Frazier Life Sciences Management, L.P. opened a new position worth $26,188,587. | 2026-06-30 |
| RA CAPITAL MANAGEMENT, L.P. | RA CAPITAL MANAGEMENT, L.P. exited a position previously worth $31,632,433. | 2026-06-30 |
| SR One Capital Management, LP | SR One Capital Management, LP increased this position by 36% ($69,441,704 -> $94,438,108). | 2026-06-30 |
| Logos Global Management LP | Logos Global Management LP increased this position by 109% ($20,748,000 -> $43,410,000). | 2026-06-30 |
| Trails Edge Capital Partners, LP | Trails Edge Capital Partners, LP increased this position by 219% ($9,065,418 -> $28,958,550). | 2026-06-30 |
| Driehaus Capital Management LLC | Driehaus Capital Management LLC increased this position by 107% ($18,566,662 -> $38,506,334). | 2026-06-30 |
| Caption Management, LLC | Caption Management, LLC increased this position by 1654% ($922,573 -> $16,178,878). | 2026-06-30 |
| Sofinnova Investments, Inc. | Sofinnova Investments, Inc. opened a new position worth $12,518,503. | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| SR One Capital Management, LP | $94,438,108 | 6,526,476 |
| Logos Global Management LP | $43,410,000 | 3,000,000 |
| BAKER BROS. ADVISORS LP | $38,756,882 | 2,678,430 |
| Driehaus Capital Management LLC | $38,506,334 | 2,661,115 |
| Point72 Asset Management, L.P. | $34,242,575 | 2,366,453 |
| Trails Edge Capital Partners, LP | $28,958,550 | 2,001,282 |
| Frazier Life Sciences Management, L.P. | $26,188,587 | 1,809,854 |
| Vivo Capital, LLC | $23,338,706 | 1,612,903 |
| VANGUARD CAPITAL MANAGEMENT LLC | $22,732,688 | 1,571,022 |
| Caption Management, LLC | $16,178,878 | 1,118,098 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
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 … Read more