account_balance
Investment manager · 13F filer · SEC CIK 2050194
Spruce Street Capital LP
Reported value$510Mas of Jun 30, 2026
Positions30 5 new, 3 sold out
Top 10 weight70.2%KNSA alone is 12%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KNSAKiniksa Pharmaceuticals Intl
11.5%Added +21%
RLAYRelay Therapeutics Inc
11.0%
LBRXLb Pharmaceuticals Inc
8.8%
RLMDRelmada Therapeutics Inc
8.7%Added +2%
ANROAlto Neuroscience Inc
7.0%Added +2%
DNTHDianthus Therapeutics Inc
6.8%Trimmed −5%
ALKSAlkermes PLC
5.6%Added +71%
SVRASavara Inc
4.2%Added +2%
PCVXVaxcyte Inc
3.5%Added +25%
ELVNEnliven Therapeutics Inc
3.3%
ENTAEnanta Pharmaceuticals Inc
3.1%Added +17%
CATXPerspective Therapeutics Inc
2.5%Added +41%
KNSAKiniksa Pharmaceuticals Intl
11.5%Added +21%
RLAYRelay Therapeutics Inc
11.0%
LBRX8.8%RLMD8.7%ANRO7.0%DNTH6.8%ALKS5.6%SVRA4.2%PCVX3.5%ELVN3.3%ENTA3.1%CATX2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KNSA Kiniksa Pharmaceuticals Intl 11.5% Added +21%RLAY Relay Therapeutics Inc 11.0% HeldLBRX Lb Pharmaceuticals Inc 8.8% HeldRLMD Relmada Therapeutics Inc 8.7% Added +2%ANRO Alto Neuroscience Inc 7.0% Added +2%DNTH Dianthus Therapeutics Inc 6.8% Trimmed −5%ALKS Alkermes PLC 5.6% Added +71%SVRA Savara Inc 4.2% Added +2%PCVX Vaxcyte Inc 3.5% Added +25%ELVN Enliven Therapeutics Inc 3.3% HeldENTA Enanta Pharmaceuticals Inc 3.1% Added +17%CATX Perspective Therapeutics Inc 2.5% Added +41%
What changed