SR One Capital Management, LP reported 15 holdings worth US$1.04B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
SR One Capital Management, LP reported 15 holdings worth US$1.04B as of Jun 30, 2026. Largest: Veradermics, Incorporated, Zenas Biopharma, Inc. and Avalyn Pharma Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$1.04B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Veradermics, Incorporated | 2.4M | US$295M | 28.4% |
| Zenas Biopharma, Inc. | 5.04M | US$128M | 12.3% |
| Avalyn Pharma Inc. | 3.31M | US$109M | 10.5% |
| Design Therapeutics, Inc. | 6.53M | US$94.4M | 9.1% |
| Odyssey Therapeutics, Inc. | 3.79M | US$71M | 6.8% |
| Alumis Inc. | 1.96M | US$55.2M | 5.3% |
| Oric Pharmaceuticals, Inc. | 4.62M | US$50M | 4.8% |
| Mineralys Therapeutics, Inc. | 1.56M | US$42.2M | 4.1% |
| Ars Pharmaceuticals, Inc. | 4.01M | US$32.1M | 3.1% |
| Mobia Medical, Inc. | 1.99M | US$26.6M | 2.6% |
| Nkarta, Inc. | 3.33M | US$9.43M | 0.91% |
| Ultragenyx Pharmaceutical Inc. | 138K | US$4.6M | 0.44% |
| Engene Holdings Inc. | 748K | US$1.29M | 0.12% |
| Oruka Therapeutics, Inc. | 0 | US$0 | 0.00% |