Institutional Fund
Sr One Capital Management, LP
Redwood City, CACIK 19102645 filings on record
Portfolio Value
$915.44M
Q1 2026
Holdings
14
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+29.6%
from $706.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Arcellx Inc29.4%
- Veradermics Inc16.6%
- Zenas Biopharma Inc10.8%
- Crispr Therapeutics AG10.6%
- Design Therapeutics Inc7.6%
- Oric Pharmaceuticals Inc6.4%
- Other18.7%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Arcellx Inc | 2.35M | $269.44M | 29.4% | 0 | Held |
| 2 | Veradermics Inc | 2.40M | $151.68M | 16.6% | +2.40M | New |
| 3 | Zenas Biopharma Inc | 5.04M | $98.49M | 10.8% | 0 | Held |
| 4 | Crispr Therapeutics AG | 2.04M | $96.98M | 10.6% | 0 | Held |
| 5 | Design Therapeutics Inc | 6.53M | $69.44M | 7.6% | 0 | Held |
| 6 | Oric Pharmaceuticals Inc | 4.51M | $58.48M | 6.4% | 0 | Held |
| 7 | Alumis Inc | 1.96M | $43.18M | 4.7% | 0 | Held |
| 8 | Mineralys Therapeutics Inc | 1.56M | $42.37M | 4.6% | 0 | Held |
| 9 | Ars Pharmaceuticals Inc | 4.01M | $32.22M | 3.5% | 0 | Held |
| 10 | Oruka Therapeutics Inc | 430.3K | $21.11M | 2.3% | 0 | Held |
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