ACUTA CAPITAL PARTNERS, LLC
CIK 1582844 · View on SEC EDGAR ↗
- Portfolio value
- $143.5M
- Positions
- 23
- As of
- June 30, 2026
#7,528 of 9,443 by 13F value · top 79.7%
Portfolio value QoQ: +1.2% 13F does not disclose cash
- Top 10 holdings weight
- 73.75%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 19
- Effective number of positions
- 11.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 23.48% Est. buys $33,495,831 · sells $42,572,309
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 31.1% still held
- New positions
- 5
- Increased
- 9
- Decreased
- 6
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Sector breakdown
Healthcare
97.4%
Other/Unmapped
2.6%
Full portfolio 23 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PRAX Praxis Precision Medicines, Inc. - Common Stock | $27,719,273 | 19.32% | 82,796 | $365,020 | Down ×1 | ||
| WHWK Whitehawk Therapeutics, Inc. - Common Stock | $21,461,477 | 14.96% | 4,685,912 | $9,695,590 | Up ×1 | ||
| TNGX Tango Therapeutics, Inc. - Common Stock | $12,221,066 | 8.52% | 390,949 | $2,977,961 | Down ×1 | ||
| STRO Sutro Biopharma, Inc. - Common Stock | $8,972,333 | 6.25% | 270,251 | $2,260,956 | Up ×2 | ||
| AVBP ArriVent BioPharma, Inc. - Common Stock | $7,597,430 | 5.29% | 218,694 | Up ×1 | |||
| FDMT 4D Molecular Therapeutics, Inc. - Common Stock | $6,753,753 | 4.71% | 507,801 | Up ×1 | |||
| DRUG Bright Minds Biosciences Inc. - common stock | $6,510,699 | 4.54% | 92,745 | $-1,661,649 | Down ×1 | ||
| OCUL Ocular Therapeutix, Inc. - Common Stock | $5,228,963 | 3.64% | 532,481 | $213,808 | Down ×3 | ||
| ERAS Erasca, Inc. - Common Stock | $4,858,446 | 3.39% | 265,199 | $-878,578 | Down ×1 | ||
| SRZN Surrozen, Inc. - Common Stock | $4,499,600 | 3.14% | 173,395 | $-535,433 | Up ×1 | ||
| ARGX argenx SE - American Depositary Shares | $4,365,158 | 3.04% | 4,705 | $940,285 | Up ×1 | ||
| MLTX MoonLake Immunotherapeutics - Class A Ordinary Shares | $4,198,744 | 2.93% | 215,652 | $624,338 | Up ×2 | ||
| DSGN Design Therapeutics, Inc. - Common Stock | $4,088,701 | 2.85% | 282,564 | $2,536,325 | Up ×1 | ||
| NERV Minerva Neurosciences, Inc - Common Stock | $3,937,725 | 2.74% | 709,500 | $-337,013 | |||
| TSHA Taysha Gene Therapies, Inc. - Common Stock | $3,825,912 | 2.67% | 561,808 | $1,861,508 | Up ×1 | ||
| Unknown issuer (CUSIP: 05348Y105) | $3,785,800 | 2.64% | 115,000 | Up ×1 | |||
| AVTX Avalo Therapeutics, Inc. - Common Stock | $3,442,972 | 2.40% | 186,308 | $2,535,109 | Up ×1 | ||
| AMLX Amylyx Pharmaceuticals, Inc. - Common Stock | $3,019,345 | 2.10% | 168,115 | $919,514 | Up ×1 | ||
| ARTV Artiva Biotherapeutics, Inc. - Common Stock | $2,526,035 | 1.76% | 260,416 | ||||
| CMPX Compass Therapeutics, Inc. - Common Stock | $1,303,516 | 0.91% | 595,213 | $-3,188,096 | Down ×2 | ||
| UTHR United Therapeutics Corporation - Common Stock | $1,205,030 | 0.84% | 2,224 | $-113,758 | |||
| CTNM Contineum Therapeutics, Inc. - Common stock | $1,034,127 | 0.72% | 63,095 | Up ×1 | |||
| LBRX LB Pharmaceuticals Inc - Common Stock | $938,566 | 0.65% | 28,919 | $225,423 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| WHWK | Bought more | +1.3M | +$9.7M |
| CMPX | Trimmed | -254K | -$3.2M |
| TNGX | Trimmed | -51K | +$3.0M |
| DSGN | Bought more | +137K | +$2.5M |
| AVTX | Bought more | +126K | +$2.5M |
| STRO | Bought more | +826 | +$2.3M |
| TSHA | Bought more | +122K | +$1.9M |
| DRUG | Trimmed | -19K | -$1.7M |
| ARGX | Bought more | +15 | +$940K |
| AMLX | Bought more | +17K | +$920K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| TERN | June 30, 2026 | 495,772 | $26,137,100 | No longer tracked |
| CDTX | March 31, 2026 | 89,145 | $19,691,239 | No longer tracked |
| TRML | Dec. 31, 2025 | 268,451 | $12,840,011 | No longer tracked |
| CRNX | March 31, 2025 | 122,900 | $6,283,877 | 152.7% |
| SLNO | Sept. 30, 2025 | 63,436 | $5,314,668 | No longer tracked |
| ELVN | June 30, 2025 | 265,269 | $5,220,494 | 195.9% |
| JAZZ | March 31, 2026 | 29,008 | $4,931,360 | 32.4% |
| INSM | March 31, 2026 | 25,878 | $4,503,807 | -23.3% |
| PCVX | March 31, 2025 | 45,000 | $3,683,700 | 65.0% |
| IDYA | June 30, 2026 | 48,584 | $2,773,357 | 8.8% |
| TRVI | Sept. 30, 2025 | 493,735 | $2,700,730 | 100.2% |
| OCS | June 30, 2026 | 98,339 | $2,614,834 | -6.1% |
| RVMD | June 30, 2026 | 26,069 | $2,535,210 | 13.4% |
| ZYME | March 31, 2026 | 80,143 | $2,110,165 | 8.0% |
| MRK | June 30, 2025 | 22,994 | $2,063,941 | 91.6% |
| HLXB | Sept. 30, 2025 | 187,257 | $1,988,669 | No longer tracked |
| ASND | Dec. 31, 2025 | 9,792 | $1,946,748 | 20.9% |
| EWTX | June 30, 2025 | 85,454 | $1,879,988 | 234.8% |
| KRYS | Dec. 31, 2025 | 10,573 | $1,866,452 | 38.3% |
| MREO | June 30, 2025 | 791,815 | $1,781,584 | -89.1% |
| MRSN | March 31, 2025 | 1,120,500 | $1,602,315 | No longer tracked |
| TSHA | March 31, 2025 | 884,244 | $1,529,742 | 343.9% |
| TECX | March 31, 2025 | 33,008 | $1,523,979 | 113.0% |
| COGT | Dec. 31, 2025 | 102,907 | $1,477,745 | 1.8% |
| INBX | March 31, 2026 | 16,377 | $1,293,783 | 49.5% |
| NAMS | March 31, 2025 | 50,000 | $1,285,000 | 36.8% |
| TRDA | June 30, 2026 | 89,358 | $1,127,698 | 4.2% |
| VSTM | March 31, 2026 | 143,446 | $1,107,403 | 31.1% |
| AKRO | Sept. 30, 2025 | 19,772 | $1,055,034 | No longer tracked |
| GILD | June 30, 2025 | 9,298 | $1,041,841 | 30.6% |
| ELDN | March 31, 2025 | 235,750 | $971,290 | 5.3% |
| LQDA | Sept. 30, 2025 | 75,876 | $945,415 | 208.0% |
| RARE | Sept. 30, 2025 | 23,814 | $865,877 | -13.2% |
| ACLX | March 31, 2025 | 10,743 | $823,881 | No longer tracked |
| SGMO | March 31, 2025 | 740,000 | $754,800 | No longer tracked |
| VERV | June 30, 2025 | 162,724 | $743,649 | No longer tracked |
| DNTH | March 31, 2026 | 16,708 | $688,537 | 33.2% |
| KTTA | March 31, 2026 | 450,000 | $580,500 | -34.7% |
| MAZE | June 30, 2026 | 19,335 | $577,150 | -2.6% |
| RCKT | June 30, 2025 | 83,350 | $555,945 | 44.1% |
| FULC | Dec. 31, 2025 | 57,141 | $525,697 | -65.7% |
| THRD | March 31, 2025 | 49,800 | $512,442 | No longer tracked |
| CRVS | March 31, 2025 | 74,307 | $397,542 | 358.4% |
| UNCY | June 30, 2026 | 57,959 | $381,370 | 19.8% |
| CELC | March 31, 2025 | 25,000 | $327,250 | 811.7% |
| RAPP | Sept. 30, 2025 | 20,000 | $227,400 | 62.1% |
| FBRX | June 30, 2025 | 18,469 | $143,319 | 495.1% |
| ARTV | Sept. 30, 2025 | 45,456 | $68,639 | 295.8% |
| NUVBWS | March 31, 2026 | 90,832 | $29,975 | No longer tracked |