SR One Capital Management, LP
Redwood City, CA
$1.0bn in 15 US stocks at the end of 30 June 2026. The top 10 are 95.1% of the money. It changed about 35.7% of the portfolio this quarter.
Value
$1.0bn
Stocks
15
Top 10 share
95.1%
Turnover
35.7%
What changed this quarter
New
Bought for the first time this quarter.
- Avalyn PharmaAVLN10.5% of the fund
- Odyssey TherapeuticsODTX6.8% of the fund
- Mobia MedicalMOBI2.6% of the fund
Added
Bought more of a stock they already held.
- Oric PharmaceuticalsORIC4.8% of the fund+2%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Arcellx-100%
- Oruka TherapeuticsORKA-100%
Holdings
- Avalyn PharmaAVLN
- Share
- 10.5%
- Value
- $109m
- Shares
- 3,308,649
New
- Odyssey TherapeuticsODTX
- Share
- 6.8%
- Value
- $71m
- Shares
- 3,794,883
New
- Mobia MedicalMOBI
- Share
- 2.6%
- Value
- $27m
- Shares
- 1,986,072
New
- Engene Holdings
- Share
- 0.1%
- Value
- $1m
- Shares
- 747,750
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| VeradermicsMANE | 28.4% | $295m | 2,401,868 | Held |
| Zenas BioPharmaZBIO | 12.3% | $128m | 5,037,854 | Held |
| CRISPR Therapeutics AGCRSP | 10.7% | $111m | 2,038,763 | Held |
| Avalyn PharmaAVLN | 10.5% | $109m | 3,308,649 | New |
| Design TherapeuticsDSGN | 9.1% | $94m | 6,526,476 | Held |
| Odyssey TherapeuticsODTX | 6.8% | $71m | 3,794,883 | New |
| AlumisALMS | 5.3% | $55m | 1,959,896 | Held |
| Oric PharmaceuticalsORIC | 4.8% | $50m | 4,615,384 | +2% |
| Mineralys TherapeuticsMLYS | 4.1% | $42m | 1,563,966 | Held |
| ARS PharmaceuticalsSPRY | 3.1% | $32m | 4,012,903 | Held |
| Mobia MedicalMOBI | 2.6% | $27m | 1,986,072 | New |
| NkartaNKTX | 0.9% | $9m | 3,333,333 | Held |
| Oculis Holding AGOCS | 0.9% | $9m | 641,022 | Held |
| Ultragenyx PharmaceuticalRARE | 0.4% | $5m | 137,753 | Held |
| Engene Holdings | 0.1% | $1m | 747,750 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 125.2% since 30 June 2025.
Where the money is
Health care99.9%
Other0.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.