SPRUCE STREET CAPITAL LP

PrivateCIK: 2050194
Location

NEW YORK, NY

28
Positions
$415.94M
Total AUM (reported)
41.06M
Total Shares

Allocation by class

TOTAL AUM$415.94M28 positions
COM$232.80M56.0%
COM SHS$62.76M15.1%
COM NEW$47.95M11.5%
ORD SHS CL A$36.65M8.8%
SPONSORED ADS$19.46M4.7%
SHS$11.24M2.7%
USD CL A ORD SHS$5.08M1.2%

Portfolio Concentration

Top 327.2%4–1038.6%11–2531.4%Rest2.8%TOP 1065.8%0%100%
Top 3$113.29M27.2%
4–10$160.41M38.6%
11–25$130.49M31.4%
Rest$11.75M2.8%

Top 3 weight

27.2%

Top 10 weight

65.8%

Voting Authority Distribution

Total shares with voting rights: 41.06M

Sole

Full voting authority

41.06M

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)

Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:

RELMADA THERAPEUTICS INC

SOLE
COM
Shares6.26M
TypeSH
Market value$43.00M
10.34%
Sole
6.26M
Shared
0.00
None
0.00

KINIKSA PHARMACEUTICALS I

SOLE
ORD SHS CL A
Shares761.06K
TypeSH
Market value$36.65M
8.81%
Sole
761.06K
Shared
0.00
None
0.00

LB PHARMACEUTICALS INC

SOLE
COM SHS
Shares1.38M
TypeSH
Market value$33.64M
8.09%
Sole
1.38M
Shared
0.00
None
0.00

DIANTHUS THERAPEUTICS IN

SOLE
COM
Shares373.27K
TypeSH
Market value$31.33M
7.53%
Sole
373.27K
Shared
0.00
None
0.00

RELAY THERAPEUTICS INC

SOLE
COM
Shares2.98M
TypeSH
Market value$29.69M
7.14%
Sole
2.98M
Shared
0.00
None
0.00

ALTO NEUROSCIENCE INC

SOLE
COM SHS
Shares1.33M
TypeSH
Market value$29.12M
7.00%
Sole
1.33M
Shared
0.00
None
0.00

CENTESSA PHARMACEUTICALS

SOLE
SPONSORED ADS
Shares489.85K
TypeSH
Market value$19.46M
4.68%
Sole
489.85K
Shared
0.00
None
0.00

SAVARA INC

SOLE
COM
Shares3.38M
TypeSH
Market value$18.47M
4.44%
Sole
3.38M
Shared
0.00
None
0.00

KALVISTA PHARMACEUTICALS

SOLE
COM
Shares897.68K
TypeSH
Market value$18.07M
4.34%
Sole
897.68K
Shared
0.00
None
0.00

VAXCYTE INC

SOLE
COM
Shares245.71K
TypeSH
Market value$14.28M
3.43%
Sole
245.71K
Shared
0.00
None
0.00

ENLIVEN THERAPEUTICS INC

SOLE
COM
Shares329.01K
TypeSH
Market value$12.90M
3.10%
Sole
329.01K
Shared
0.00
None
0.00

SURROZEN INC COM NEW

SOLE
COM NEW
Shares432.04K
TypeSH
Market value$12.59M
3.03%
Sole
432.04K
Shared
0.00
None
0.00

ENANTA PHARMACEUTICALS I

SOLE
COM
Shares932.60K
TypeSH
Market value$11.78M
2.83%
Sole
932.60K
Shared
0.00
None
0.00

ALKERMES PLC

SOLE
SHS
Shares317.99K
TypeSH
Market value$11.24M
2.70%
Sole
317.99K
Shared
0.00
None
0.00

PERSPECTIVE THERAPEUTICS

SOLE
COM NEW
Shares2.63M
TypeSH
Market value$10.96M
2.63%
Sole
2.63M
Shared
0.00
None
0.00

MINERVA NEUROSCIENC

SOLE
COM NEW
Shares1.66M
TypeSH
Market value$9.97M
2.40%
Sole
1.66M
Shared
0.00
None
0.00

CENTURY THERAPEUTICS

SOLE
COM
Shares4.06M
TypeSH
Market value$9.17M
2.21%
Sole
4.06M
Shared
0.00
None
0.00

ALUMIS INC

SOLE
COM
Shares392.57K
TypeSH
Market value$8.65M
2.08%
Sole
392.57K
Shared
0.00
None
0.00

SAB BIOTHERAPEUTICS IN

SOLE
COM NEW
Shares2.20M
TypeSH
Market value$8.42M
2.02%
Sole
2.20M
Shared
0.00
None
0.00

ERASCA INC

SOLE
COM
Shares422.54K
TypeSH
Market value$6.84M
1.64%
Sole
422.54K
Shared
0.00
None
0.00

INHIBIKASE THERAPEUTI

SOLE
COM NEW
Shares3.58M
TypeSH
Market value$6.02M
1.45%
Sole
3.58M
Shared
0.00
None
0.00

MAZE THERAPEUTICS INC

SOLE
COM
Shares200K
TypeSH
Market value$5.97M
1.44%
Sole
200K
Shared
0.00
None
0.00

AN2 THERAPEUTICS INC

SOLE
COM
Shares1.66M
TypeSH
Market value$5.58M
1.34%
Sole
1.66M
Shared
0.00
None
0.00

LEXEO THERAPEUTICS INC

SOLE
COM
Shares928.59K
TypeSH
Market value$5.33M
1.28%
Sole
928.59K
Shared
0.00
None
0.00

HELIX ACQUISITION CORP III

SOLE
USD CL A ORD SHS
Shares500K
TypeSH
Market value$5.08M
1.22%
Sole
500K
Shared
0.00
None
0.00
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