SPRUCE STREET CAPITAL LP

PrivateCIK: 2050194
Location

NEW YORK, NY

30
Positions
$509.68M
Total AUM (reported)
48.38M
Total Shares

Allocation by class

TOTAL AUM$509.68M30 positions
COM$275.47M54.0%
COM SHS$80.37M15.8%
ORD SHS CL A$64.06M12.6%
COM NEW$48.84M9.6%
SHS$28.50M5.6%
USD CL A ORD SHS$5.32M1.0%
ADR$5.30M1.0%

Portfolio Concentration

Top 331.2%4–1039.0%11–2526.3%Rest3.4%TOP 1070.2%0%100%
Top 3$159.21M31.2%
4–10$198.77M39.0%
11–25$134.26M26.3%
Rest$17.44M3.4%

Top 3 weight

31.2%

Top 10 weight

70.2%

Voting Authority Distribution

Total shares with voting rights: 48.38M

Sole

Full voting authority

48.38M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:

KINIKSA PHARMACEUTICALS INTL

SOLE
ORD SHS CL A
Shares918.07K
TypeSH
Market value$58.71M
11.52%
Sole
918.07K
Shared
0.00
None
0.00

RELAY THERAPEUTICS INC

SOLE
COM
Shares2.98M
TypeSH
Market value$55.83M
10.95%
Sole
2.98M
Shared
0.00
None
0.00

LB PHARMACEUTICALS INC

SOLE
COM SHS
Shares1.38M
TypeSH
Market value$44.66M
8.76%
Sole
1.38M
Shared
0.00
None
0.00

RELMADA THERAPEUTICS INC

SOLE
COM
Shares6.39M
TypeSH
Market value$44.23M
8.68%
Sole
6.39M
Shared
0.00
None
0.00

ALTO NEUROSCIENCE INC

SOLE
COM SHS
Shares1.35M
TypeSH
Market value$35.71M
7.01%
Sole
1.35M
Shared
0.00
None
0.00

DIANTHUS THERAPEUTICS INC

SOLE
COM
Shares354.82K
TypeSH
Market value$34.59M
6.79%
Sole
354.82K
Shared
0.00
None
0.00

ALKERMES PLC

SOLE
SHS
Shares543.88K
TypeSH
Market value$28.50M
5.59%
Sole
543.88K
Shared
0.00
None
0.00

SAVARA INC

SOLE
COM
Shares3.45M
TypeSH
Market value$21.27M
4.17%
Sole
3.45M
Shared
0.00
None
0.00

VAXCYTE INC

SOLE
COM
Shares306.05K
TypeSH
Market value$17.79M
3.49%
Sole
306.05K
Shared
0.00
None
0.00

ENLIVEN THERAPEUTICS INC

SOLE
COM
Shares329.01K
TypeSH
Market value$16.70M
3.28%
Sole
329.01K
Shared
0.00
None
0.00

ENANTA PHARMACEUTICALS INC

SOLE
COM
Shares1.09M
TypeSH
Market value$15.87M
3.11%
Sole
1.09M
Shared
0.00
None
0.00

PERSPECTIVE THERAPEUTICS INC

SOLE
COM NEW
Shares3.69M
TypeSH
Market value$12.60M
2.47%
Sole
3.69M
Shared
0.00
None
0.00

INFLARX NV

SOLE
COM
Shares5.35M
TypeSH
Market value$11.99M
2.35%
Sole
5.35M
Shared
0.00
None
0.00

SURROZEN INC

SOLE
COM NEW
Shares432.04K
TypeSH
Market value$11.21M
2.20%
Sole
432.04K
Shared
0.00
None
0.00

ALUMIS INC

SOLE
COM
Shares392.57K
TypeSH
Market value$11.05M
2.17%
Sole
392.57K
Shared
0.00
None
0.00

CENTURY THERAPEUTICS INC

SOLE
COM
Shares4.06M
TypeSH
Market value$9.94M
1.95%
Sole
4.06M
Shared
0.00
None
0.00

MINERVA NEUROSCIENCES INC

SOLE
COM NEW
Shares1.66M
TypeSH
Market value$9.19M
1.80%
Sole
1.66M
Shared
0.00
None
0.00

SAB BIOTHERAPEUTICS INC

SOLE
COM NEW
Shares2.20M
TypeSH
Market value$8.57M
1.68%
Sole
2.20M
Shared
0.00
None
0.00

AN2 THERAPEUTICS INC

SOLE
COM
Shares1.66M
TypeSH
Market value$8.04M
1.58%
Sole
1.66M
Shared
0.00
None
0.00

ERASCA INC

SOLE
COM
Shares422.54K
TypeSH
Market value$7.74M
1.52%
Sole
422.54K
Shared
0.00
None
0.00

INHIBIKASE THERAPEUTICS INC

SOLE
COM NEW
Shares3.58M
TypeSH
Market value$7.27M
1.43%
Sole
3.58M
Shared
0.00
None
0.00

RESEARCH ALLIANCE CORP III

SOLE
ORD SHS CL A
Shares500K
TypeSH
Market value$5.35M
1.05%
Sole
500K
Shared
0.00
None
0.00

HELIX ACQUISITION CORP III

SOLE
USD CL A ORD SHS
Shares500K
TypeSH
Market value$5.32M
1.04%
Sole
500K
Shared
0.00
None
0.00

ZAI LAB LTD

SOLE
ADR
Shares279.11K
TypeSH
Market value$5.30M
1.04%
Sole
279.11K
Shared
0.00
None
0.00

ACHIEVE LIFE SCIENCE INC

SOLE
COM
Shares736.64K
TypeSH
Market value$4.81M
0.94%
Sole
736.64K
Shared
0.00
None
0.00
Page 1 of 2