Spruce Street Capital’s Alector ALEC Stock Holding History

Spruce Street Capital’s Portfolio ALEC Stock Details ALEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.22M	Hold	2,101,068	–	–	0.83%	27
2026 Q1	$4.52M	Buy	2,101,068 +983,082	+88%	+$1.97M	1.09%	26
2025 Q4	$1.74M	Buy	+1,117,986	New	+$1.98M	0.58%	24

Other funds holding ALEC

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Spruce Street Capital's ALEC Position: Q2 2026 in Review

Spruce Street Capital held its Alector (ALEC) position steady in Q2 2026 at 2,101,068 shares worth $4.22M. The position accounts for 0.83% of the portfolio, ranked #27.

Spruce Street Capital first reported a position in ALEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.52M in Q1 2026. 141 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

Spruce Street Capital held 2,101,068 shares of Alector worth $4.22M as of Q2 2026.
Spruce Street Capital left its Alector share count unchanged in Q2 2026.
Alector made up 0.83% of Spruce Street Capital's portfolio in Q2 2026, its #27 holding.
Spruce Street Capital first reported a position in Alector in Q4 2025 and has held it in 3 quarters since.
Spruce Street Capital's Alector position peaked at $4.52M in Q1 2026.
141 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on Spruce Street Capital's 13F filing for Q2 2026, filed 13 Aug 2026.