Spruce Street Capital’s Savara SVRA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.3M	Buy	3,452,576 +69,401	+2%	+$372K	4.17%	8
2026 Q1	$18.5M	Buy	3,383,175 +972,082	+40%	+$5.41M	4.44%	8
2025 Q4	$14.5M	Buy	+2,411,093	New	+$11.8M	4.8%	8

Other funds holding SVRA

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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

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

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Vanguard Capital Management

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Spruce Street Capital increased its Savara (SVRA) stake by 2.1% in Q2 2026, buying an estimated $372K and bringing the position to 3,452,576 shares worth $21.3M. The position accounts for 4.17% of the portfolio, ranked #8.

Spruce Street Capital first reported a position in SVRA in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold SVRA as of Q2 2026.

Spruce Street Capital held 3,452,576 shares of Savara worth $21.3M as of Q2 2026.
Spruce Street Capital bought 69,401 Savara shares in Q2 2026, an estimated $372K.
Savara made up 4.17% of Spruce Street Capital's portfolio in Q2 2026, its #8 holding.
Spruce Street Capital first reported a position in Savara in Q4 2025 and has held it in 3 quarters since.
180 funds tracked by Wall St. Rank held Savara as of Q2 2026.

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