Spruce Street Capital LP
NEW YORK NY · SEC CIK 0002050194
$4.16亿2026Q1 申报市值
28持仓数
65.8%前十大占比 · 第一大 10.3%
7 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ANRO 加仓+$2,422.02万
CENTESSA PHARMAC 加仓+$1,635.88万
KNSA 加仓+$1,570.08万
RLMD 加仓+$1,494.08万
ALKS 新建仓+$1,124.42万
2026Q1 卖出最多 按季末市值估算
ERAS 减仓-$5,609.75万
CIDARA THERAPEUT 清仓-$5,130.59万
EYPT 清仓-$1,793.28万
OCUL 清仓-$951.77万
PCVX 减仓-$898.68万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RLMD | RELMADA THERAPEUTICS INC | $4,299.82万 | 10.34% | 6,262,114 | 2,175,933 | 53.3% | $1,494.08万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS I | $3,664.52万 | 8.81% | 761,063 | 326,081 | 75.0% | $1,570.08万 | 加仓 |
| LBRX | LB PHARMACEUTICALS INC | $3,364.49万 | 8.09% | 1,376,159 | 370,566 | 36.9% | $905.97万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS IN | $3,132.52万 | 7.53% | 373,274 | 75,837 | 25.5% | $636.42万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $2,969.20万 | 7.14% | 2,984,125 | 0 | 0.0% | — | 不变 |
| ANRO | ALTO NEUROSCIENCE INC | $2,911.63万 | 7.00% | 1,325,210 | 1,102,366 | 494.7% | $2,422.02万 | 加仓 |
| — | CENTESSA PHARMACEUTICALS | $1,945.68万 | 4.68% | 489,849 | 411,852 | 528.0% | $1,635.88万 | 加仓 |
| SVRA | SAVARA INC | $1,847.21万 | 4.44% | 3,383,175 | 972,082 | 40.3% | $530.76万 | 加仓 |
| — | KALVISTA PHARMACEUTICALS | $1,807.03万 | 4.34% | 897,681 | 509,713 | 131.4% | $1,026.05万 | 加仓 |
| PCVX | VAXCYTE INC | $1,427.82万 | 3.43% | 245,709 | -154,651 | -38.6% | -$898.68万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,289.70万 | 3.10% | 329,006 | -117,078 | -26.2% | -$458.95万 | 减仓 |
| SRZN | SURROZEN INC COM NEW | $1,258.53万 | 3.03% | 432,040 | 0 | 0.0% | — | 不变 |
| ENTA | ENANTA PHARMACEUTICALS I | $1,177.87万 | 2.83% | 932,598 | 542,911 | 139.3% | $685.70万 | 加仓 |
| ALKS | ALKERMES PLC | $1,124.42万 | 2.70% | 317,992 | 317,992 | — | $1,124.42万 | 新建仓 |
| CATX | PERSPECTIVE THERAPEUTICS | $1,095.50万 | 2.63% | 2,627,107 | 2,627,107 | — | $1,095.50万 | 新建仓 |
| NERV | MINERVA NEUROSCIENC | $997.44万 | 2.40% | 1,655,500 | 0 | 0.0% | — | 不变 |
| IPSC | CENTURY THERAPEUTICS | $917.35万 | 2.21% | 4,059,054 | 2,637,522 | 185.5% | $596.08万 | 加仓 |
| ALMS | ALUMIS INC | $864.84万 | 2.08% | 392,574 | 392,574 | — | $864.84万 | 新建仓 |
| SABS | SAB BIOTHERAPEUTICS IN | $842.03万 | 2.02% | 2,198,502 | 0 | 0.0% | — | 不变 |
| ERAS | ERASCA INC | $683.67万 | 1.64% | 422,543 | -3,467,089 | -89.1% | -$5,609.75万 | 减仓 |
| IKT | INHIBIKASE THERAPEUTI | $601.71万 | 1.45% | 3,581,603 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC | $597.00万 | 1.44% | 200,000 | 200,000 | — | $597.00万 | 新建仓 |
| — | AN2 THERAPEUTICS INC | $557.59万 | 1.34% | 1,661,073 | 1,661,073 | — | $557.59万 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $533.01万 | 1.28% | 928,593 | 753,593 | 430.6% | $432.56万 | 加仓 |
| HLXC | HELIX ACQUISITION CORP III | $508.00万 | 1.22% | 500,000 | 500,000 | — | $508.00万 | 新建仓 |
| ALEC | ALECTOR INC | $451.73万 | 1.09% | 2,101,068 | 983,082 | 87.9% | $211.36万 | 加仓 |
| — | LEONABIO INC | $384.49万 | 0.92% | 393,701 | 0 | 0.0% | — | 不变 |
| CRVS | CORVUS PHARMACEUTICALS I | $338.81万 | 0.81% | 231,585 | 231,585 | — | $338.81万 | 新建仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -232,269 | -100.0% | -$5,130.59万 | 清仓 |
| EYPT | EYEPOINT INC | $0 | 0.00% | 0 | -981,543 | -100.0% | -$1,793.28万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -783,999 | -100.0% | -$951.77万 | 清仓 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | -49,119 | -100.0% | -$662.39万 | 清仓 |
| — | CYBIN INC | $0 | 0.00% | 0 | -770,000 | -100.0% | -$629.86万 | 清仓 |
| STRO | SUTRO BIOPHARMA INC | $0 | 0.00% | 0 | -75,594 | -100.0% | -$87.46万 | 清仓 |