Spruce Street Capital Lp Top Holdings and 13F Report (2026) About Spruce Street Capital LpInvestment ActivitySpruce Street Capital Lp has $415.94 million in total holdings as of March 31, 2026.Spruce Street Capital Lp owns shares of 28 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 41.43% of the portfolio was purchased this quarter.About 39.00% of the portfolio was sold this quarter.This quarter, Spruce Street Capital Lp has purchased 27 new stocks and bought additional shares in 12 stocks.Spruce Street Capital Lp sold shares of 3 stocks and completely divested from 6 stocks this quarter.Largest Holdings Relmada Therapeutics $42,998,208KINIKSA PHARMACEUTICALS I $36,645,183LB PHARMACEUTICALS INC $33,644,866DIANTHUS THERAPEUTICS IN $31,325,154Relay Therapeutics $29,692,044 Largest New Holdings this Quarter G01767105 - Alkermes $11,244,197 Holding46489V302 - PERSPECTIVE THERAPEUTICS $10,955,036 Holding022307102 - ALUMIS INC $8,648,405 Holding578784100 - MAZE THERAPEUTICS INC $5,970,000 Holding037326105 - AN2 THERAPEUTICS INC $5,575,870 Holding Largest Purchases this Quarter ALTO NEUROSCIENCE INC 1,102,366 shares (about $24.22M)Centessa Pharmaceuticals 411,852 shares (about $16.36M)KINIKSA PHARMACEUTICALS I 326,081 shares (about $15.70M)Relmada Therapeutics 2,175,933 shares (about $14.94M)Alkermes 317,992 shares (about $11.24M) Largest Sales this Quarter Erasca 3,467,089 shares (about $56.10M)Vaxcyte 154,651 shares (about $8.99M)Enliven Therapeutics 117,078 shares (about $4.59M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpruce Street Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRLMDRelmada Therapeutics$42,998,208$14,940,836 â–²53.3%6,262,11410.3%MedicalKINIKSA PHARMACEUTICALS I$36,645,183$15,700,800 â–²75.0%761,0638.8%ORD SHS CL ALB PHARMACEUTICALS INC$33,644,866$9,059,740 â–²36.9%1,376,1598.1%COM SHSDIANTHUS THERAPEUTICS IN$31,325,154$6,364,241 â–²25.5%373,2747.5%COMRLAYRelay Therapeutics$29,692,0440.0%2,984,1257.1%MedicalALTO NEUROSCIENCE INC$29,116,321$24,220,193 â–²494.7%1,325,2107.0%COM SHSCNTACentessa Pharmaceuticals$19,456,802$16,358,761 â–²528.0%489,8494.7%MedicalSVRASavara$18,472,136$5,307,568 â–²40.3%3,383,1754.4%MedicalKALVKalVista Pharmaceuticals$18,070,319$10,260,523 â–²131.4%897,6814.3%MedicalPCVXVaxcyte$14,278,150$8,986,770 â–¼-38.6%245,7093.4%MedicalELVNEnliven Therapeutics$12,897,035$4,589,458 â–¼-26.2%329,0063.1%MedicalSURROZEN INC COM NEW$12,585,3250.0%432,0403.0%COM NEWENTAEnanta Pharmaceuticals$11,778,713$6,856,966 â–²139.3%932,5982.8%MedicalALKSAlkermes$11,244,197$11,244,197 â–²New Holding317,9922.7%MedicalPERSPECTIVE THERAPEUTICS$10,955,036$10,955,036 â–²New Holding2,627,1072.6%COM NEWNERVMinerva Neurosciences$9,974,3880.0%1,655,5002.4%MedicalIPSCCentury Therapeutics$9,173,462$5,960,800 â–²185.5%4,059,0542.2%MedicalALUMIS INC$8,648,405$8,648,405 â–²New Holding392,5742.1%COMSAB BIOTHERAPEUTICS IN$8,420,2630.0%2,198,5022.0%COM NEWERASErasca$6,836,746$56,097,502 â–¼-89.1%422,5431.6%MedicalINHIBIKASE THERAPEUTI$6,017,0930.0%3,581,6031.4%COM NEWMAZE THERAPEUTICS INC$5,970,000$5,970,000 â–²New Holding200,0001.4%COMAN2 THERAPEUTICS INC$5,575,870$5,575,870 â–²New Holding1,661,0731.3%COMLEXEO THERAPEUTICS INC$5,330,124$4,325,624 â–²430.6%928,5931.3%COMHELIX ACQUISITION CORP III$5,080,000$5,080,000 â–²New Holding500,0001.2%USD CL A ORD SHSALECAlector$4,517,296$2,113,626 â–²87.9%2,101,0681.1%MedicalLEONABIO INC$3,844,8840.0%393,7010.9%COMCRVSCorvus Pharmaceuticals$3,388,089$3,388,089 â–²New Holding231,5850.8%MedicalCIDARA THERAPEUTICS INC$0$51,305,899 â–¼-100.0%00.0%COM NEWEYPTEyepoint Pharmaceuticals$0$17,932,791 â–¼-100.0%00.0%MedicalOCULOcular Therapeutix$0$9,517,748 â–¼-100.0%00.0%MedicalABIVAX SA$0$6,623,943 â–¼-100.0%00.0%SPONSORED ADSCYBIN INC$0$6,298,600 â–¼-100.0%00.0%COM NEWSUTRO BIOPHARMA INC$0$874,623 â–¼-100.0%00.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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