Spruce Street Capital LP
Spruce Street Capital LP reported 30 positions worth $509.7M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: KNSA (11.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | KNSA | SH | $58.7M | 11.52% | 918,070 | — | — | |
| ▸ 2 | RLAY | SH | $55.8M | 10.95% | 2,984,125 | — | — | |
| ▸ 3 | LBRX | SH | $44.7M | 8.76% | 1,376,159 | — | — | |
| ▸ 4 | RLMD | SH | $44.2M | 8.68% | 6,391,328 | — | — | |
| ▸ 5 | ANRO | SH | $35.7M | 7.01% | 1,353,047 | — | — | |
| ▸ 6 | DNTH | SH | $34.6M | 6.79% | 354,816 | — | — | |
| ▸ 7 | ALKS | SH | $28.5M | 5.59% | 543,876 | — | — | |
| ▸ 8 | SVRA | SH | $21.3M | 4.17% | 3,452,576 | — | — | |
| ▸ 9 | PCVX | SH | $17.8M | 3.49% | 306,047 | — | — | |
| ▸ 10 | ELVN | SH | $16.7M | 3.28% | 329,006 | — | — |
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Frequently Asked Questions
What stocks does Spruce Street Capital LP hold as of Q2 2026?
Spruce Street Capital LP reported 30 positions worth $509.7M in its Q2 2026 13F filing. Largest positions: KNSA (11.5%), RLAY (11.0%), LBRX (8.8%), RLMD (8.7%) and ANRO (7.0%).
What did Spruce Street Capital LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Spruce Street Capital LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.