Spruce Street Capital LP
Top Portfolio Positions
28 positions ·
$417,795,178 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RLMD |
Relmada Therapeutics, Inc.
Healthcare
|
6,262,114 | $43,584,313 | 10.43% | |
| KNSA |
Kiniksa Pharmaceuticals International, plc
Healthcare
|
761,063 | $36,645,183 | 8.77% | |
| LBRX |
Lb Pharmaceuticals Inc
Healthcare
|
1,376,159 | $33,936,080 | 8.12% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
373,274 | $31,325,154 | 7.50% | |
| ANRO |
Alto Neuroscience, Inc.
Healthcare
|
1,325,210 | $29,790,720 | 7.13% | |
| RLAY |
Relay Therapeutics, Inc.
Healthcare
|
2,984,125 | $29,692,043 | 7.11% | |
| CNTA |
Centessa Pharmaceuticals plc
Healthcare
|
489,849 | $19,456,802 | 4.66% | |
| SVRA |
Savara Inc
Healthcare
|
3,383,175 | $18,472,135 | 4.42% | |
| KALV |
KalVista Pharmaceuticals, Inc.
Healthcare
|
897,681 | $18,070,318 | 4.33% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
245,709 | $14,278,149 | 3.42% |
Portfolio Trend
2 quarters · across all stocks
Holdings in RLAY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,692,043 | 2,984,125 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $25,245,697 | 2,984,125 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||