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Spruce Street Capital LP · 13F 持仓分析
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Spruce Street Capital LP

No.4194 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.10亿
环比变动 Q1 2026
+$9,374.5万+22.5%
持仓股票数
30
新买入
5
加仓
8
减仓
1
清仓
3
持股不变
16
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
KKINIKSA PHARMACEUTICALS INTLKNSA
11.52%8.81%$5,871.1万91.8万股$3,664.5万76.1万股+15.7万股+20.63%加仓
RELAY THERAPEUTICSRLAY
10.95%7.14%$5,583.3万298.4万股$2,969.2万298.4万股00.00%持仓不变
LLB PHARMACEUTICALSLBRX
8.76%8.09%$4,466.3万137.6万股$3,364.5万137.6万股00.00%持仓不变
RRELMADA THERAPEUTICSRLMD
8.68%10.34%$4,422.8万639.1万股$4,299.8万626.2万股+12.9万股+2.06%加仓
AALTO NEUROSCIENCE INC COM SHSANRO
7.01%7%$3,570.7万135.3万股$2,911.6万132.5万股+2.8万股+2.10%加仓
DDIANTHUS THERAPEUTICSDNTH
6.79%7.53%$3,458.7万35.5万股$3,132.5万37.3万股-1.8万股-4.94%减仓
ALKERMESALKS
5.59%2.7%$2,849.6万54.4万股$1,124.4万31.8万股+22.6万股+71.03%加仓
SSAVARASVRA
4.17%4.44%$2,126.8万345.3万股$1,847.2万338.3万股+6.9万股+2.05%加仓
VAXCYTEPCVX
3.49%3.43%$1,779.1万30.6万股$1,427.8万24.6万股+6.0万股+24.56%加仓
EENLIVEN THERAPEUTICSELVN
3.28%3.1%$1,669.7万32.9万股$1,289.7万32.9万股00.00%持仓不变
ENANTA PHARMACEUTICALSENTA
3.11%2.83%$1,587.4万108.9万股$1,177.9万93.3万股+15.6万股+16.74%加仓
PPERSPECTIVE THERAPEUTICS INC COM NEWCATX
2.47%2.63%$1,259.6万369.4万股$1,095.5万262.7万股+106.7万股+40.61%加仓
IInflarx Nv
2.35%$1,198.9万535.2万股$00股+535.2万股新买入
SurrozenSRZN
2.2%3.03%$1,121.1万43.2万股$1,258.5万43.2万股00.00%持仓不变
ALUMISALMS
2.17%2.08%$1,104.7万39.3万股$864.8万39.3万股00.00%持仓不变
CCENTURY THERAPEUTICS INC COMIPSC
1.95%2.21%$994.5万405.9万股$917.3万405.9万股00.00%持仓不变
MMINERVA NEUROSCIENCESNERV
1.8%2.4%$918.8万165.6万股$997.4万165.6万股00.00%持仓不变
SSAB BIOTHERAPEUTICSSABS
1.68%2.02%$857.4万219.9万股$842.0万219.9万股00.00%持仓不变
AAN2 THERAPEUTICSANTX
1.58%1.34%$804.0万166.1万股$557.6万166.1万股00.00%持仓不变
EERASCAERAS
1.52%1.64%$774.1万42.3万股$683.7万42.3万股00.00%持仓不变
IINHIBIKASE THERAPEUTICS INC COM NEWIKT
1.43%1.45%$727.1万358.2万股$601.7万358.2万股00.00%持仓不变
RRESEARCH ALLIANCE CORP III
1.05%$535.0万50.0万股$00股+50.0万股新买入
HHELIX ACQUISITION IIIHLXC
1.04%1.22%$532.0万50.0万股$508.0万50.0万股00.00%持仓不变
ZZAI LAB LIMITED ADS EACH REP 10 ORD SHSZLAB
1.04%$530.3万27.9万股$00股+27.9万股新买入
AACHIEVE LIFE SCIENCEACHV
0.94%$481.0万73.7万股$00股+73.7万股新买入
LEXEO THERAPEUTICSLXEO
0.85%1.28%$432.3万92.9万股$533.0万92.9万股00.00%持仓不变
AALECTOR INC COMALEC
0.83%1.09%$422.3万210.1万股$451.7万210.1万股00.00%持仓不变
LLeonaBio IncLONA
0.71%0.92%$361.8万39.4万股$384.5万39.4万股00.00%持仓不变
CORVUS PHARMACEUTICALS ICRVS
0.68%0.81%$346.0万23.2万股$338.8万23.2万股00.00%持仓不变
JJATT II ACQUISITION CORPJATT
0.36%$181.8万16.0万股$00股+16.0万股新买入

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