StockDriftsStockDriftsTop 12 Sr One Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MANE | Veradermics, Inc. | 28.42% | 2.40M | $295.3M | +0.00%(+0) | $63.15(+71.41%) | 2026-06-30 | |
| ZBIO | Zenas BioPharma, Inc | 12.31% | 5.04M | $127.9M | +0.00%(+0) | $17.23(+81.17%) | 2026-06-30 | |
| CRSP | CRISPR Therapeutics AG | 10.7% | 2.04M | $111.2M | +0.00%(+0) | $61.18(-11.91%) | 2026-06-30 | |
| DSGN | Design Therapeutics, Inc. | 9.09% | 6.53M | $94.4M | +0.00%(+0) | $17.42(-15.85%) | 2026-06-30 | |
| ALMS | Alumis Inc. | 5.31% | 1.96M | $55.2M | +0.00%(+0) | $13.30(+89.45%) | 2026-06-30 | |
| ORIC | ORIC Pharmaceuticals, Inc. | 4.81% | 4.62M | $50.0M | +2.22%(+100.45K) | $8.22(+67.07%) | 2026-06-30 | |
| MLYS | Mineralys Therapeutics Inc. | 4.06% | 1.56M | $42.2M | +0.00%(+0) | $14.76(+82.37%) | 2026-06-30 | |
| SPRY | ARS Pharmaceuticals, Inc. | 3.09% | 4.01M | $32.1M | +0.00%(+0) | $7.06(-16.84%) | 2026-06-30 | |
| NKTX | Nkarta, Inc. | 0.91% | 3.33M | $9.4M | +0.00%(+0) | $9.97(-77.13%) | 2026-06-30 | |
| OCS | Oculis Holding AG | 0.86% | 641.0K | $8.9M | +0.00%(+0) | $18.39(-31.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.06% | +40.74% | — | — | -69.01% |
| Top 20 Holdings Unweighted | +35.02% | +146.17% | — | — | -57.56% |
Sr One Capital Management LP reports $1.04B in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are MANE (28.4%), ZBIO (12.3%) and CRSP (10.7%). The top 20 holdings account for 80.12% of reported assets. Its disclosed equity book has returned +40.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sr One Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910264). View Sr One Capital Management LP’s 13F filings on SEC