Acuta Capital Partners, LLC 13F holdings
Acuta Capital Partners, LLC reported 23 positions with a total reported value of $143.5M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: PRAX PRAXIS PRECISION MEDICINES I (19.3%), WHWK WHITEHAWK THERAPEUTICS INC (15.0%), TNGX TANGO THERAPEUTICS INC (8.5%), STRO SUTRO BIOPHARMA INC (6.3%), AVBP ARRIVENT BIOPHARMA INC (5.3%). Against 2026-03-31 it opened 4 new positions and exited 7. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
23 largest of 23 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PRAX PRAXIS PRECISION MEDICINES I | 82,796 | $27.7M | 19.3% |
| WHWK WHITEHAWK THERAPEUTICS INC | 4,685,912 | $21.5M | 15.0% |
| TNGX TANGO THERAPEUTICS INC | 390,949 | $12.2M | 8.5% |
| STRO SUTRO BIOPHARMA INC | 270,251 | $9.0M | 6.3% |
| AVBP ARRIVENT BIOPHARMA INC | 218,694 | $7.6M | 5.3% |
| FDMT 4D MOLECULAR THERAPEUTICS INC | 507,801 | $6.8M | 4.7% |
| DRUG BRIGHT MINDS BIOSCIENCES INC | 92,745 | $6.5M | 4.5% |
| OCUL OCULAR THERAPEUTIX INC | 532,481 | $5.2M | 3.6% |
| ERAS ERASCA INC | 265,199 | $4.9M | 3.4% |
| SRZN SURROZEN INC | 173,395 | $4.5M | 3.1% |
| ARGX ARGEN SE - ADR | 4,705 | $4.4M | 3.0% |
| MLTX MOONLAKE IMMUNOTHERAPEUTICS | 215,652 | $4.2M | 2.9% |
| DSGN DESIGN THERAPEUTICS INC | 282,564 | $4.1M | 2.8% |
| NERV MINERVA NEUROSCIENCES | 709,500 | $3.9M | 2.7% |
| TSHA TAYSHA GENE THERAPIES INC | 561,808 | $3.8M | 2.7% |
| AVLN AVALYN PHARMA INC | 115,000 | $3.8M | 2.6% |
| AVTX AVALO THERAPEUTICS INC | 186,308 | $3.4M | 2.4% |
| AMLX AMYLYX PHARMACEUTICALS INC | 168,115 | $3.0M | 2.1% |
| ARTV ARTIVA BIOTHERAPEUTICS INC | 260,416 | $2.5M | 1.8% |
| CMPX COMPASS THERAPEUTICS INC | 595,213 | $1.3M | 0.9% |
| UTHR UNITED THERAPEUTICS CORP | 2,224 | $1.2M | 0.8% |
| CTNM CONTINEUM THERAPEUTICS INC-A | 63,095 | $1.0M | 0.7% |
| LBRX LB PHARMACEUTICALS INC | 28,919 | $938.6K | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 4 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 7 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| TERNS PHARMACEUTICALS INC | 495,772 | $26.1M | 18.6% |
| OCS OCULIS HOLDING AG | 98,339 | $2.6M | 1.9% |
| RVMD REVOLUTION MEDICINES INC | 26,069 | $2.5M | 1.8% |
| IDYA IDEAYA BIOSCIENCES INC | 48,234 | $1.6M | 1.1% |
| TRDA ENTRADA THERAPEUTICS INC | 89,358 | $1.1M | 0.8% |
| MAZE MAZE THERAPEUTICS INC | 19,335 | $577.1K | 0.4% |
| UNCY UNICYCIVE THERAPEUTICS INC | 57,959 | $381.4K | 0.3% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| WHWK WHITEHAWK THERAPEUTICS INC | 3,410,402 | 4,685,912 | +37.4% | $21.5M |
| FDMT 4D MOLECULAR THERAPEUTICS INC | 242,255 | 507,801 | +109.6% | $6.8M |
| AVTX AVALO THERAPEUTICS INC | 60,808 | 186,308 | +206.4% | $3.4M |
| DSGN DESIGN THERAPEUTICS INC | 145,900 | 282,564 | +93.7% | $4.1M |
| TSHA TAYSHA GENE THERAPIES INC | 439,464 | 561,808 | +27.8% | $3.8M |
| MLTX MOONLAKE IMMUNOTHERAPEUTICS | 191,760 | 215,652 | +12.5% | $4.2M |
| AMLX AMYLYX PHARMACEUTICALS INC | 151,067 | 168,115 | +11.3% | $3.0M |
| STRO SUTRO BIOPHARMA INC | 269,425 | 270,251 | +0.3% | $9.0M |
| SRZN SURROZEN INC | 172,847 | 173,395 | +0.3% | $4.5M |
| ARGX ARGEN SE - ADR | 4,690 | 4,705 | +0.3% | $4.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ERAS ERASCA INC | 354,575 | 265,199 | -25.2% | $4.9M |
| TNGX TANGO THERAPEUTICS INC | 441,831 | 390,949 | -11.5% | $12.2M |
| DRUG BRIGHT MINDS BIOSCIENCES INC | 111,996 | 92,745 | -17.2% | $6.5M |
| PRAX PRAXIS PRECISION MEDICINES I | 84,901 | 82,796 | -2.5% | $27.7M |
| OCUL OCULAR THERAPEUTIX INC | 592,108 | 532,481 | -10.1% | $5.2M |
| CMPX COMPASS THERAPEUTICS INC | 849,076 | 595,213 | -29.9% | $1.3M |
CIK 1582844 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
