Sr One Capital Management, LP
Annual return '25
+263.8%
SPY '25
+17.7%
Alpha
+246.1ptsvs SPY
Invested
$955M
Holdings
14
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ACLX
Arcellx, Inc.
Held since at least Q1 2024
29.4%
02
$MANE
Veradermics, Inc.
Held since at least Q1 2024
16.6%
03
$ZBIO
Zenas BioPharma, Inc
Held since at least Q1 2024
10.8%
04
$CRSP
CRISPR Therapeutics AG
Held since at least Q1 2024
10.6%
05
$DSGN
Design Therapeutics, Inc.
Held since at least Q1 2024
7.6%
06
$ORIC
ORIC Pharmaceuticals, Inc.
Held since at least Q1 2024
6.4%
07
$ALMS
Alumis Inc.
Held since at least Q1 2024
4.7%
08
$MLYS
Mineralys Therapeutics Inc.
Held since at least Q1 2024
4.6%
09
$SPRY
ARS Pharmaceuticals, Inc.
Held since at least Q1 2024
3.5%
10
$ORKA
Oruka Therapeutics, Inc
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.