Institutions / Sr One Capital Management, LP

Sr One Capital Management, LP

CIK 1910264 · Institution · as of Dec 31, 2025
Portfolio value
$706.38M
Positions
13
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Zenas BioPharma, Inc.ZBIOCommon Stock$182.92M5,037,85425.9%
Arcellx, Inc.—$153.00M2,346,63021.7%
CRISPR Therapeutics AG—$106.91M2,038,76315.1%
Design Therapeutics, Inc.DSGNCommon Stock$61.22M6,526,4768.7%
Mineralys Therapeutics IncMLYSCommon Stock$56.76M1,563,9668.0%
ARS Pharmaceuticals, Inc.—$46.75M4,012,9036.6%
Oric Pharmaceuticals, Inc.—$37.75M4,514,9295.3%
Alumis Inc.ALMSCommon Stock$19.13M1,959,8962.7%
Oruka Therapeutics, Inc.—$13.04M430,3301.8%
Oculis Holding AG—$12.80M641,0221.8%
enGene Therapeutics Inc.—$6.75M747,7501.0%
Nkarta, Inc.NKTXCommon Stock$6.17M3,333,3330.9%
Ultragenyx Pharmaceutical Inc.—$3.17M137,7530.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.