ACUTA CAPITAL PARTNERS, LLC
CIK 1582844 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $143.5M
- Posisi
- 23
- Per tanggal
- 30 Juni 2026
#7.528 dari 9.443 berdasarkan nilai 13F · top 79.7%
Nilai portofolio QoQ: +1.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 73,75%
- Bobot 25 kepemilikan teratas
- 100,00%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 11,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 23,48% Perkiraan pembelian $33.495.831 · penjualan $42.572.309
Kepemilikan median: 2,0 kuartal Dilacak Q4 2024–Q2 2026 · 31,1% masih dipegang
- Posisi baru
- 5
- Meningkat
- 9
- Menurun
- 6
- Tertutup
- 7
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
- Terkait Orang di balik pengaju ini, jika kami dapat mencocokkannya.
Rincian sektor
Healthcare
97,4%
Lainnya/Tidak terpetakan
2,6%
Portofolio lengkap 23 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| PRAX Praxis Precision Medicines, Inc. - Common Stock | $27.719.273 | 19,32% | 82.796 | $365.020 | Turun ×1 | ||
| WHWK Whitehawk Therapeutics, Inc. - Common Stock | $21.461.477 | 14,96% | 4.685.912 | $9.695.590 | Naik ×1 | ||
| TNGX Tango Therapeutics, Inc. - Common Stock | $12.221.066 | 8,52% | 390.949 | $2.977.961 | Turun ×1 | ||
| STRO Sutro Biopharma, Inc. - Common Stock | $8.972.333 | 6,25% | 270.251 | $2.260.956 | Naik ×2 | ||
| AVBP ArriVent BioPharma, Inc. - Common Stock | $7.597.430 | 5,29% | 218.694 | Naik ×1 | |||
| FDMT 4D Molecular Therapeutics, Inc. - Common Stock | $6.753.753 | 4,71% | 507.801 | Naik ×1 | |||
| DRUG Bright Minds Biosciences Inc. - common stock | $6.510.699 | 4,54% | 92.745 | $-1.661.649 | Turun ×1 | ||
| OCUL Ocular Therapeutix, Inc. - Common Stock | $5.228.963 | 3,64% | 532.481 | $213.808 | Turun ×3 | ||
| ERAS Erasca, Inc. - Common Stock | $4.858.446 | 3,39% | 265.199 | $-878.578 | Turun ×1 | ||
| SRZN Surrozen, Inc. - Common Stock | $4.499.600 | 3,14% | 173.395 | $-535.433 | Naik ×1 | ||
| ARGX argenx SE - American Depositary Shares | $4.365.158 | 3,04% | 4.705 | $940.285 | Naik ×1 | ||
| MLTX MoonLake Immunotherapeutics - Class A Ordinary Shares | $4.198.744 | 2,93% | 215.652 | $624.338 | Naik ×2 | ||
| DSGN Design Therapeutics, Inc. - Common Stock | $4.088.701 | 2,85% | 282.564 | $2.536.325 | Naik ×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 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 05348Y105) | $3.785.800 | 2,64% | 115.000 | Naik ×1 | |||
| AVTX Avalo Therapeutics, Inc. - Common Stock | $3.442.972 | 2,40% | 186.308 | $2.535.109 | Naik ×1 | ||
| AMLX Amylyx Pharmaceuticals, Inc. - Common Stock | $3.019.345 | 2,10% | 168.115 | $919.514 | Naik ×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 | Turun ×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 | Naik ×1 | |||
| LBRX LB Pharmaceuticals Inc - Common Stock | $938.566 | 0,65% | 28.919 | $225.423 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| WHWK | Beli lebih banyak | +1.3M | +$9.7M |
| CMPX | Dipangkas | -254K | -$3.2M |
| TNGX | Dipangkas | -51K | +$3.0M |
| DSGN | Beli lebih banyak | +137K | +$2.5M |
| AVTX | Beli lebih banyak | +126K | +$2.5M |
| STRO | Beli lebih banyak | +826 | +$2.3M |
| TSHA | Beli lebih banyak | +122K | +$1.9M |
| DRUG | Dipangkas | -19K | -$1.7M |
| ARGX | Beli lebih banyak | +15 | +$940K |
| AMLX | Beli lebih banyak | +17K | +$920K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| TERN | 30 Juni 2026 | 495.772 | $26.137.100 | Tidak lagi dilacak |
| CDTX | 31 Maret 2026 | 89.145 | $19.691.239 | Tidak lagi dilacak |
| TRML | 31 Des. 2025 | 268.451 | $12.840.011 | Tidak lagi dilacak |
| CRNX | 31 Maret 2025 | 122.900 | $6.283.877 | 152,5% |
| SLNO | 30 Sep. 2025 | 63.436 | $5.314.668 | Tidak lagi dilacak |
| ELVN | 30 Juni 2025 | 265.269 | $5.220.494 | 188,8% |
| JAZZ | 31 Maret 2026 | 29.008 | $4.931.360 | 32,9% |
| INSM | 31 Maret 2026 | 25.878 | $4.503.807 | -21,5% |
| PCVX | 31 Maret 2025 | 45.000 | $3.683.700 | 63,1% |
| IDYA | 30 Juni 2026 | 48.584 | $2.773.357 | 2,3% |
| TRVI | 30 Sep. 2025 | 493.735 | $2.700.730 | 104,0% |
| OCS | 30 Juni 2026 | 98.339 | $2.614.834 | -4,3% |
| RVMD | 30 Juni 2026 | 26.069 | $2.535.210 | 12,2% |
| ZYME | 31 Maret 2026 | 80.143 | $2.110.165 | 6,5% |
| MRK | 30 Juni 2025 | 22.994 | $2.063.941 | 90,0% |
| HLXB | 30 Sep. 2025 | 187.257 | $1.988.669 | Tidak lagi dilacak |
| ASND | 31 Des. 2025 | 9.792 | $1.946.748 | 21,6% |
| EWTX | 30 Juni 2025 | 85.454 | $1.879.988 | 242,1% |
| KRYS | 31 Des. 2025 | 10.573 | $1.866.452 | 37,6% |
| MREO | 30 Juni 2025 | 791.815 | $1.781.584 | -88,7% |
| MRSN | 31 Maret 2025 | 1.120.500 | $1.602.315 | Tidak lagi dilacak |
| TSHA | 31 Maret 2025 | 884.244 | $1.529.742 | 338,8% |
| TECX | 31 Maret 2025 | 33.008 | $1.523.979 | 104,2% |
| COGT | 31 Des. 2025 | 102.907 | $1.477.745 | 2,1% |
| INBX | 31 Maret 2026 | 16.377 | $1.293.783 | 47,3% |
| NAMS | 31 Maret 2025 | 50.000 | $1.285.000 | 36,6% |
| TRDA | 30 Juni 2026 | 89.358 | $1.127.698 | 3,8% |
| VSTM | 31 Maret 2026 | 143.446 | $1.107.403 | 34,2% |
| AKRO | 30 Sep. 2025 | 19.772 | $1.055.034 | Tidak lagi dilacak |
| GILD | 30 Juni 2025 | 9.298 | $1.041.841 | 31,2% |
| ELDN | 31 Maret 2025 | 235.750 | $971.290 | 4,1% |
| LQDA | 30 Sep. 2025 | 75.876 | $945.415 | 220,6% |
| RARE | 30 Sep. 2025 | 23.814 | $865.877 | -11,7% |
| ACLX | 31 Maret 2025 | 10.743 | $823.881 | Tidak lagi dilacak |
| SGMO | 31 Maret 2025 | 740.000 | $754.800 | Tidak lagi dilacak |
| VERV | 30 Juni 2025 | 162.724 | $743.649 | Tidak lagi dilacak |
| DNTH | 31 Maret 2026 | 16.708 | $688.537 | 32,3% |
| KTTA | 31 Maret 2026 | 450.000 | $580.500 | -35,6% |
| MAZE | 30 Juni 2026 | 19.335 | $577.150 | -0,6% |
| RCKT | 30 Juni 2025 | 83.350 | $555.945 | 43,9% |
| FULC | 31 Des. 2025 | 57.141 | $525.697 | -65,8% |
| THRD | 31 Maret 2025 | 49.800 | $512.442 | Tidak lagi dilacak |
| CRVS | 31 Maret 2025 | 74.307 | $397.542 | 367,1% |
| UNCY | 30 Juni 2026 | 57.959 | $381.370 | 19,4% |
| CELC | 31 Maret 2025 | 25.000 | $327.250 | 809,7% |
| RAPP | 30 Sep. 2025 | 20.000 | $227.400 | 63,7% |
| FBRX | 30 Juni 2025 | 18.469 | $143.319 | 495,0% |
| ARTV | 30 Sep. 2025 | 45.456 | $68.639 | 292,2% |
| NUVBWS | 31 Maret 2026 | 90.832 | $29.975 | Tidak lagi dilacak |