Spruce Street Capital LP 13F 持仓 · 2026年Q2
Spruce Street Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 5.10 亿美元。前几大持仓：KNSA（11.52%）、RLAY（10.95%）、LBRX（8.76%）。本季前 25 大持仓中：新建仓 4 只、增持 8 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KNSA | KINIKSA PHARMACEUTICALS INTL | $58.7M | 11.52% | 918,070 | 增持 |
| 2 | RLAY | RELAY THERAPEUTICS INC | $55.8M | 10.95% | 3.0M | 持平 |
| 3 | LBRX | LB PHARMACEUTICALS INC | $44.7M | 8.76% | 1.4M | 持平 |
| 4 | RLMD | RELMADA THERAPEUTICS INC | $44.2M | 8.68% | 6.4M | 增持 |
| 5 | ANRO | ALTO NEUROSCIENCE INC | $35.7M | 7.01% | 1.4M | 增持 |
| 6 | DNTH | DIANTHUS THERAPEUTICS INC | $34.6M | 6.79% | 354,816 | 减持 |
| 7 | ALKS | ALKERMES PLC | $28.5M | 5.59% | 543,876 | 增持 |
| 8 | SVRA | SAVARA INC | $21.3M | 4.17% | 3.5M | 增持 |
| 9 | PCVX | VAXCYTE INC | $17.8M | 3.49% | 306,047 | 增持 |
| 10 | ELVN | ENLIVEN THERAPEUTICS INC | $16.7M | 3.28% | 329,006 | 持平 |
| 11 | ENTA | ENANTA PHARMACEUTICALS INC | $15.9M | 3.11% | 1.1M | 增持 |
| 12 | CATX | PERSPECTIVE THERAPEUTICS INC | $12.6M | 2.47% | 3.7M | 增持 |
| 13 | IFRX | INFLARX NV | $12.0M | 2.35% | 5.4M | 新建仓 |
| 14 | SRZN | SURROZEN INC | $11.2M | 2.20% | 432,040 | 持平 |
| 15 | ALMS | ALUMIS INC | $11.0M | 2.17% | 392,574 | 持平 |
| 16 | IPSC | CENTURY THERAPEUTICS INC | $9.9M | 1.95% | 4.1M | 持平 |
| 17 | NERV | MINERVA NEUROSCIENCES INC | $9.2M | 1.80% | 1.7M | 持平 |
| 18 | SABS | SAB BIOTHERAPEUTICS INC | $8.6M | 1.68% | 2.2M | 持平 |
| 19 | ANTX | AN2 THERAPEUTICS INC | $8.0M | 1.58% | 1.7M | 持平 |
| 20 | ERAS | ERASCA INC | $7.7M | 1.52% | 422,543 | 持平 |
| 21 | IKT | INHIBIKASE THERAPEUTICS INC | $7.3M | 1.43% | 3.6M | 持平 |
| 22 | RACC | RESEARCH ALLIANCE CORP III | $5.3M | 1.05% | 500,000 | 新建仓 |
| 23 | HLXC | HELIX ACQUISITION CORP III | $5.3M | 1.04% | 500,000 | 持平 |
| 24 | ZLAB | ZAI LAB LTD | $5.3M | 1.04% | 279,110 | 新建仓 |
| 25 | ACHV | ACHIEVE LIFE SCIENCE INC | $4.8M | 0.94% | 736,637 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR