Sr One Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$915.4M
Q ending 2026-03-31
Prior quarter
$706.4M
Q ending 2025-12-31
Change
+29.6% QoQ · +135.2% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Arcellx, Inc. | ACLX | Shares | $269.4M | 2.3M |
| Veradermics, Inc. | MANE | Shares | $151.7M | 2.4M |
| Zenas Biopharma, Inc | ZBIO | Shares | $98.5M | 5.0M |
| Crispr Therapeutics Ag | Shares | $97.0M | 2.0M | |
| Design Therapeutics, Inc. | DSGN | Shares | $69.4M | 6.5M |
| Oric Pharmaceuticals, Inc. | ORIC | Shares | $58.5M | 4.5M |
| Alumis Inc. | ALMS | Shares | $43.2M | 2.0M |
| Mineralys Therapeutics Inc. | MLYS | Shares | $42.4M | 1.6M |
| Ars Pharmaceuticals, Inc. | SPRY | Shares | $32.2M | 4.0M |
| Oruka Therapeutics, Inc | ORKA | Shares | $21.1M | 430K |
| Oculis Holding Ag | Shares | $17.0M | 641K | |
| Nkarta, Inc. | NKTX | Shares | $7.0M | 3.3M |
| Engene Holdings Inc. | Shares | $5.1M | 748K | |
| Ultragenyx Pharmaceutical Inc. | RARE | Shares | $2.9M | 138K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.