SR One Capital Management, LP
Redwood City CA · SEC CIK 0001910264
$10.39亿2026Q2 申报市值
15持仓数
95.1%前十大占比 · 第一大 28.4%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVLN 新建仓+$1.09亿
ODTX 新建仓+$7,100.23万
Mobia Medical, I 新建仓+$2,661.34万
ORIC 加仓+$108.79万
2026Q2 卖出最多 按季末市值估算
Arcellx, Inc. 清仓-$2.69亿
ORKA 清仓-$2,110.77万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | Arcellx, Inc. | $0 | 0.00% | 0 | -2,346,630 | -100.0% | -$2.69亿 | 清仓 |
| ORKA | Oruka Therapeutics, Inc | $0 | 0.00% | 0 | -430,330 | -100.0% | -$2,110.77万 | 清仓 |
| — | enGene Holdings Inc. | $129.36万 | 0.12% | 747,750 | 0 | 0.0% | — | 不变 |
| RARE | Ultragenyx Pharmaceutical Inc. | $459.96万 | 0.44% | 137,753 | 0 | 0.0% | — | 不变 |
| OCS | Oculis Holding AG | $889.10万 | 0.86% | 641,022 | 0 | 0.0% | — | 不变 |
| NKTX | Nkarta, Inc. | $943.33万 | 0.91% | 3,333,333 | 0 | 0.0% | — | 不变 |
| — | Mobia Medical, Inc | $2,661.34万 | 2.56% | 1,986,072 | 1,986,072 | — | $2,661.34万 | 新建仓 |
| SPRY | ARS Pharmaceuticals, Inc. | $3,214.34万 | 3.09% | 4,012,903 | 0 | 0.0% | — | 不变 |
| MLYS | Mineralys Therapeutics Inc. | $4,219.58万 | 4.06% | 1,563,966 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC Pharmaceuticals, Inc. | $4,998.46万 | 4.81% | 4,615,384 | 100,455 | 2.2% | $108.79万 | 加仓 |
| ALMS | Alumis Inc. | $5,515.15万 | 5.31% | 1,959,896 | 0 | 0.0% | — | 不变 |
| ODTX | Odyssey Therapeutics, Inc. | $7,100.23万 | 6.83% | 3,794,883 | 3,794,883 | — | $7,100.23万 | 新建仓 |
| DSGN | Design Therapeutics, Inc. | $9,443.81万 | 9.09% | 6,526,476 | 0 | 0.0% | — | 不变 |
| AVLN | Avalyn Pharma, Inc | $1.09亿 | 10.48% | 3,308,649 | 3,308,649 | — | $1.09亿 | 新建仓 |
| CRSP | CRISPR Therapeutics AG | $1.11亿 | 10.70% | 2,038,763 | 0 | 0.0% | — | 不变 |
| ZBIO | Zenas BioPharma, Inc | $1.28亿 | 12.31% | 5,037,854 | 0 | 0.0% | — | 不变 |
| MANE | Veradermics, Inc. | $2.95亿 | 28.42% | 2,401,868 | 0 | 0.0% | — | 不变 |