SR ONE CAPITAL MANAGEMENT, LP

data from 30/09/2025

Capitalization

$ 691.412 M 49.86 %

Average holding period

8 ans

Performance

$ 185.830 M 62.78 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SR ONE CAPITAL MANAGEMENT, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ACLX Arcellx, Inc. 27.86% 192.658 M $ 2346630 2022/03/31 38.133 M $ 24.68 %
2025/09/30 CRSP CRISPR Therapeutics AG 19.11% 132.132 M $ 2038763 2024/03/31 16.962 M $ 33.24 %
2025/09/30 ZBIO Zenas BioPharma, Inc 15.77% 109.036 M $ 4911539 2024/09/30 61.443 M $ 129.10 %
2025/09/30 MLYS Mineralys Therapeutics Inc. 11.59% 80.160 M $ 2113933 2023/03/31 76.290 M $ 180.27 %
2025/09/30 ORIC ORIC Pharmaceuticals, Inc. 7.84% 54.179 M $ 4514929 2025/06/30 8.353 M $ 18.23 %
2025/09/30 DSGN Design Therapeutics, Inc. 7.11% 49.144 M $ 6526476 2021/12/31 27.150 M $ 123.44 %
2025/09/30 SPRY ARS Pharmaceuticals, Inc. 5.83% 40.330 M $ 4012903 2022/12/31 -29.695 M $ -42.41 %
2025/09/30 ORKA Oruka Therapeutics, Inc 1.20% 8.275 M $ 430330 2024/09/30 3.451 M $ 71.54 %
2025/09/30 ALMS Alumis Inc. 1.13% 7.820 M $ 1959896 2024/06/30 1.940 M $ 33.00 %
2025/09/30 NKTX Nkarta, Inc. 1.00% 6.900 M $ 3333333 2022/06/30 1.367 M $ 24.70 %
2025/09/30 Oculis Holding AG 0.82% 5.670 M $ 322500 2025/03/31 -590.175 K $ -9.43 %
2025/09/30 ENGN enGene Holdings Inc. 0.74% 5.107 M $ 747750 2024/06/30 2.385 M $ 87.64 %
2025/09/30 KALA KALA Bio, Inc. 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %