Spruce Street Capital LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SS
Spruce Street Capital LP
Institutional Filer 37.43%$415.9M28

Current Portfolio Holdings

Showing all 28 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1RLMDRelmada Therapeutics, Inc.Healthcare6.3M$43.0M10.34%
2KNSAKiniksa Pharmaceuticals, Ltd.Healthcare761K$36.6M8.81%
3LBRXLB Pharmaceuticals Inc Common StockHealthcare1.4M$33.6M8.09%
4DNTHDianthus Therapeutics, Inc.Healthcare373K$31.3M7.53%
5RLAYRelay Therapeutics, Inc.Healthcare3.0M$29.7M7.14%
6ANROAlto Neuroscience, Inc.Healthcare1.3M$29.1M7.00%
7CNTACentessa Pharmaceuticals plcHealthcare490K$19.5M4.68%
8SVRASavara Inc.Healthcare3.4M$18.5M4.44%
9KALVKalVista Pharmaceuticals, Inc.Healthcare898K$18.1M4.34%
10PCVXVaxcyte, Inc.Healthcare246K$14.3M3.43%
11ELVNEnliven Therapeutics, Inc.Healthcare329K$12.9M3.10%
12SRZNSurrozen, Inc.Healthcare432K$12.6M3.03%
13ENTAEnanta Pharmaceuticals, Inc.Healthcare933K$11.8M2.83%
14ALKSAlkermes plcHealthcare318K$11.2M2.70%
15CATXPerspective Therapeutics, Inc.Healthcare2.6M$11.0M2.63%
Showing 1 to 15 of 28 holdings
Spruce Street Capital LP 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner