ACUTA CAPITAL PARTNERS, LLC — 13F Holdings & Portfolio
CIK 1582844 · latest 13F-HR filed 2026-08-14
ACUTA CAPITAL PARTNERS, LLC manages $143.5M in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PRAX (19.32%), WHWK (14.96%), TNGX (8.52%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 8, added to 10, and trimmed 6.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$143.5M
Long-equity book
23
Distinct positions
2026-06-30
Filed 2026-08-14
+5 / −8 / ↑10 / ↓6
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- WHITEHAWK THERAPEUTICS INC$9.7M +82.4%
- TANGO THERAPEUTICS INC$3.0M +32.2%
- DESIGN THERAPEUTICS INC$2.5M +163.4%
- AVALO THERAPEUTICS INC$2.5M +279.2%
- SUTRO BIOPHARMA INC$2.3M +33.7%
Top Trims
- COMPASS THERAPEUTICS INC-$3.2M -71.0%
- BRIGHT MINDS BIOSCIENCES INC-$1.7M -20.3%
- ERASCA INC-$878.6K -15.3%
- SURROZEN INC-$535.4K -10.6%
- MINERVA NEUROSCIENCES-$337.0K -7.9%
New Positions
- ARRIVENT BIOPHARMA INC$7.6M
- 4D MOLECULAR THERAPEUTICS INC$6.8M
- AVALYN PHARMA INC$3.8M
- ARTIVA BIOTHERAPEUTICS INC$2.5M
- CONTINEUM THERAPEUTICS INC-A$1.0M
Exited Positions
- TERNS PHARMACEUTICALS INC$26.1M
- OCULIS HOLDING AG$2.6M
- REVOLUTION MEDICINES INC$2.5M
- 4D MOLECULAR THERAPEUTICS INC$2.3M
- IDEAYA BIOSCIENCES INC$1.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $27.7M | 19.32% | 82,796 | SH |
| 2 | WHITEHAWK THERAPEUTICS INC | WHWK | 00032Q104 | $21.5M | 14.96% | 4,685,912 | SH |
| 3 | TANGO THERAPEUTICS INC | TNGX | 87583X109 | $12.2M | 8.52% | 390,949 | SH |
| 4 | SUTRO BIOPHARMA INC | STRO | 869367201 | $9.0M | 6.25% | 270,251 | SH |
| 5 | ARRIVENT BIOPHARMA INC | AVBP | 04272N102 | $7.6M | 5.29% | 218,694 | SH |
| 6 | 4D MOLECULAR THERAPEUTICS INC | FDMT | 35104E100 | $6.8M | 4.71% | 507,801 | SH |
| 7 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 10919W405 | $6.5M | 4.54% | 92,745 | SH |
| 8 | OCULAR THERAPEUTIX INC | OCUL | 67576A100 | $5.2M | 3.64% | 532,481 | SH |
| 9 | ERASCA INC | ERAS | 29479A108 | $4.9M | 3.39% | 265,199 | SH |
| 10 | SURROZEN INC | SRZN | 86889P208 | $4.5M | 3.14% | 173,395 | SH |
| 11 | ARGEN SE - ADR | ARGX | 04016X101 | $4.4M | 3.04% | 4,705 | SH |
| 12 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 61559X104 | $4.2M | 2.93% | 215,652 | SH |
| 13 | DESIGN THERAPEUTICS INC | DSGN | 25056L103 | $4.1M | 2.85% | 282,564 | SH |
| 14 | MINERVA NEUROSCIENCES | NERV | 603380205 | $3.9M | 2.74% | 709,500 | SH |
| 15 | TAYSHA GENE THERAPIES INC | TSHA | 877619106 | $3.8M | 2.67% | 561,808 | SH |
| 16 | AVALYN PHARMA INC | AVLN | 05348Y105 | $3.8M | 2.64% | 115,000 | SH |
| 17 | AVALO THERAPEUTICS INC | AVTX | 05338F306 | $3.4M | 2.40% | 186,308 | SH |
| 18 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $3.0M | 2.10% | 168,115 | SH |
| 19 | ARTIVA BIOTHERAPEUTICS INC | ARTV | 04317A107 | $2.5M | 1.76% | 260,416 | SH |
| 20 | COMPASS THERAPEUTICS INC | CMPX | 20454B104 | $1.3M | 0.91% | 595,213 | SH |
| 21 | UNITED THERAPEUTICS CORP | UTHR | 91307C102 | $1.2M | 0.84% | 2,224 | SH |
| 22 | CONTINEUM THERAPEUTICS INC-A | CTNM | 21217B100 | $1.0M | 0.72% | 63,095 | SH |
| 23 | LB PHARMACEUTICALS INC | LBRX | 50180M108 | $938.6K | 0.65% | 28,919 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $143.5M | 23 | 0001104659-26-096822 |
| 2026-03-31 | 2026-05-15 | $141.8M | 27 | 0001104659-26-062163 |
| 2025-12-31 | 2026-02-17 | $147.3M | 30 | 0001104659-26-016119 |
| 2025-09-30 | 2025-11-14 | $96.8M | 28 | 0001104659-25-112378 |
SUITE 515
REDWOOD CITY, CA 94065