Spruce Street Capital LP — 13F holdings

Spruce Street Capital LP reported 30 holdings worth $510M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. KNSA KINIKSA PHARMACEUTICALS INTL — $58.7M (11.5%)
2. RLAY RELAY THERAPEUTICS INC — $55.8M (11.0%)
3. LBRX LB PHARMACEUTICALS INC — $44.7M (8.8%)
4. RLMD RELMADA THERAPEUTICS INC — $44.2M (8.7%)
5. ANRO ALTO NEUROSCIENCE INC — $35.7M (7.0%)
6. DNTH Dianthus Therapeutics Inc — $34.6M (6.8%)
7. ALKS Alkermes PLC — $28.5M (5.6%)
8. SVRA SAVARA INC — $21.3M (4.2%)
9. PCVX Vaxcyte Inc — $17.8M (3.5%)
10. ELVN ENLIVEN THERAPEUTICS INC — $16.7M (3.3%)