StockDriftsStockDriftsTop 28 Spruce Street Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KNSA | KINIKSA PHARMACEUTICALS INTL | 11.52% | 918.1K | $58.7M | +20.63%(+157.01K) | $44.22(+77.98%) | 2026-06-30 | |
| RLAY | RELAY THERAPEUTICS INC | 10.95% | 2.98M | $55.8M | +0.00%(+0) | $6.84(+191.37%) | 2026-06-30 | |
| LBRX | LB PHARMACEUTICALS INC | 8.76% | 1.38M | $44.7M | +0.00%(+0) | $20.22(+118.95%) | 2026-06-30 | |
| RLMD | RELMADA THERAPEUTICS INC | 8.68% | 6.39M | $44.2M | +2.06%(+129.21K) | $4.33(+11.83%) | 2026-06-30 | |
| ANRO | ALTO NEUROSCIENCE INC | 7.01% | 1.35M | $35.7M | +2.10%(+27.84K) | $18.68(+74.52%) | 2026-06-30 | |
| DNTH | DIANTHUS THERAPEUTICS INC | 6.79% | 354.8K | $34.6M | -4.94%(-18.46K) | $44.81(+146.87%) | 2026-06-30 | |
| ALKS | ALKERMES PLC | 5.59% | 543.9K | $28.5M | +71.03%(+225.88K) | $35.66(+38.67%) | 2026-06-30 | |
| SVRA | SAVARA INC | 4.17% | 3.45M | $21.3M | +2.05%(+69.40K) | $5.08(+6.25%) | 2026-06-30 | |
| PCVX | VAXCYTE INC | 3.49% | 306.0K | $17.8M | +24.56%(+60.34K) | $44.13(+35.67%) | 2026-06-30 | |
| ELVN | ENLIVEN THERAPEUTICS INC | 3.28% | 329.0K | $16.7M | +0.00%(+0) | $17.93(+222.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +65.64% |
| Top 20 Holdings Unweighted | — | — | — | — | +56.20% |
Spruce Street Capital LP reports $509.68M in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are KNSA (11.5%), RLAY (10.9%) and LBRX (8.8%). The top 20 holdings account for 91.07% of reported assets. Its disclosed equity book has returned +65.64% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Spruce Street Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2050194). View Spruce Street Capital LP’s 13F filings on SEC