Spruce Street Capital LP

报告期 2026-03-31 · CIK 0002050194

持仓数

前50大市值合计

$415.9M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4

26Q1 调仓2025-12-31 → 2026-03-31 · 共 28 项建仓 7增持 12减持 3清仓 6

方向

标的

Δ市值

现股数(环比)

清仓

— CIDARA THERAPEUTICS INC

-$51.3M

0 -100%

增持

ANRO ALTO NEUROSCIENCE INC

+$25.1M

1,325,210 +495%

增持

RLMD RELMADA THERAPEUTICS INC

+$23.3M

6,262,114 +53%

增持

DNTH DIANTHUS THERAPEUTICS IN

+$19.1M

373,274 +25%

增持

— KINIKSA PHARMACEUTICALS I

+$18.7M

761,063 +75%

清仓

EYPT EYEPOINT INC

-$17.9M

0 -100%

增持

— CENTESSA PHARMACEUTICALS

+$17.5M

489,849 +528%

增持

— KALVISTA PHARMACEUTICALS

+$11.8M

897,681 +131%

增持

LBRX LB PHARMACEUTICALS INC

+$11.3M

1,376,159 +37%

建仓

— ALKERMES PLC

+$11.2M

317,992

建仓

CATX PERSPECTIVE THERAPEUTICS

+$11.0M

2,627,107

清仓

OCUL OCULAR THERAPEUTIX INC

-$9.5M

0 -100%

建仓

ALMS ALUMIS INC

+$8.6M

392,574

增持

IPSC CENTURY THERAPEUTICS

+$7.8M

4,059,054 +186%

减持

ERAS ERASCA INC

-$7.6M

422,543 -89%

清仓

ABVX ABIVAX SA

-$6.6M

0 -100%

清仓

HELP CYBIN INC

-$6.3M

0 -100%

减持

ELVN ENLIVEN THERAPEUTICS INC

+$6.0M

329,006 -26%

建仓

MAZE MAZE THERAPEUTICS INC

+$6.0M

200,000

增持

ENTA ENANTA PHARMACEUTICALS I

+$5.6M

932,598 +139%

建仓

ANTX AN2 THERAPEUTICS INC

+$5.6M

1,661,073

建仓

— HELIX ACQUISITION CORP III

+$5.1M

500,000

减持

PCVX VAXCYTE INC

-$4.2M

245,709 -39%

增持

SVRA SAVARA INC

+$3.9M

3,383,175 +40%

增持

LXEO LEXEO THERAPEUTICS INC

+$3.6M

928,593 +431%

建仓

CRVS CORVUS PHARMACEUTICALS I

+$3.4M

231,585

增持

ALEC ALECTOR INC

+$2.8M

2,101,068 +88%

清仓

STRO SUTRO BIOPHARMA INC

-$874.6K

0 -100%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。