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Latest ACUTA CAPITAL PARTNERS, LLC Stock Portfolio

$143Million | No. of Holdings #23

ACUTA CAPITAL PARTNERS, LLC Performance

2026 Q2+11.92%
YTD+28.18%
2025+117.97%

About ACUTA CAPITAL PARTNERS, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, ACUTA CAPITAL PARTNERS, LLC reported an equity portfolio of $143.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of ACUTA CAPITAL PARTNERS, LLC are PRAX, AADI, TNGX. The fund has invested 19.3% of it's portfolio in PRAXIS PRECISION MEDICINES I and 15% of portfolio in WHITEHAWK THERAPEUTICS INC. <br><br> The fund managers got completely rid off TERNS PHARMACEUTICALS INC (TERN), OCULIS HOLDING AG and REVOLUTION MEDICINES INC (RVMD) stocks. They significantly reduced their stock positions in COMPASS THERAPEUTICS INC (CMPX), ERASCA INC (ERAS) and BRIGHT MINDS BIOSCIENCES INC (DRUG). ACUTA CAPITAL PARTNERS, LLC opened new stock positions in ARRIVENT BIOPHARMA INC. The fund showed a lot of confidence in some stocks as they added substantially to AVALO THERAPEUTICS INC (AVTX), 4D MOLECULAR THERAPEUTICS INC (FDMT) and DESIGN THERAPEUTICS INC (DSGN).
ACUTA CAPITAL PARTNERS, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$143Million
  as of Aug 14, 2026

ACUTA CAPITAL PARTNERS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that ACUTA CAPITAL PARTNERS, LLC made a return of 11.92% in the last quarter. In trailing 12 months, it's portfolio return was 191.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
arrivent biopharma inc7,597,430
avalyn pharma inc3,785,800
artiva biotherapeutics inc2,526,040
contineum therapeutics inc-a1,034,130
New stocks bought by ACUTA CAPITAL PARTNERS, LLC

Additions

Ticker% Inc.
avalo therapeutics inc206
4d molecular therapeutics inc109
design therapeutics inc93.67
whitehawk therapeutics inc37.4
taysha gene therapies inc27.84
moonlake immunotherapeutics12.46
amylyx pharmaceuticals inc11.29
argen se - adr0.32
Additions to existing portfolio by ACUTA CAPITAL PARTNERS, LLC

Reductions

Ticker% Reduced
compass therapeutics inc-29.9
erasca inc-25.21
bright minds biosciences inc-17.19
tango therapeutics inc-11.52
ocular therapeutix inc-10.07
praxis precision medicines i-2.48
ACUTA CAPITAL PARTNERS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
terns pharmaceuticals inc-26,137,100
4d molecular therapeutics inc-2,255,390
oculis holding ag-2,614,830
entrada therapeutics inc-1,127,700
unicycive therapeutics inc-381,370
revolution medicines inc-2,535,210
maze therapeutics inc-577,150
ACUTA CAPITAL PARTNERS, LLC got rid off the above stocks

Sector Distribution

ACUTA CAPITAL PARTNERS, LLC has about 81.4% of it's holdings in Healthcare sector.

  • Healthcare
  • Others
Sector%
Healthcare81.4
Others18.6

Market Cap. Distribution

ACUTA CAPITAL PARTNERS, LLC has about 15% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • SMALL-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MICRO-CAP
Category%
MID-CAP33.3
SMALL-CAP26.4
UNALLOCATED18.6
MEGA-CAP15
MICRO-CAP5.9

Stocks belong to which Index?

About 47.3% of the stocks held by ACUTA CAPITAL PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others52.7
RUSSELL 200047.3
Top 5 Winners (%)%
TNGX
tango therapeutics inc
46.6 %
TSHA
taysha gene therapies inc
44.1 %
STRO
sutro biopharma inc
33.2 %
lb pharmaceuticals inc
31.6 %
FDMT
4d molecular therapeutics inc
28.5 %
Top 5 Winners ($)$
AADI
whitehawk therapeutics inc
4.6 M
TNGX
tango therapeutics inc
4.3 M
STRO
sutro biopharma inc
2.2 M
FDMT
4d molecular therapeutics inc
1.5 M
TSHA
taysha gene therapies inc
1.2 M
Top 5 Losers (%)%
CMPX
compass therapeutics inc
-49.8 %
SRZN
surrozen inc
-10.9 %
UTHR
united therapeutics corp
-8.6 %
NERV
minerva neurosciences
-7.9 %
DRUG
bright minds biosciences inc
-3.5 %
Top 5 Losers ($)$
CMPX
compass therapeutics inc
-2.2 M
SRZN
surrozen inc
-0.6 M
NERV
minerva neurosciences
-0.3 M
DRUG
bright minds biosciences inc
-0.3 M
UTHR
united therapeutics corp
-0.1 M

ACUTA CAPITAL PARTNERS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ACUTA CAPITAL PARTNERS, LLC

ACUTA CAPITAL PARTNERS, LLC has 23 stocks in it's portfolio. About 73.7% of the portfolio is in top 10 stocks. CMPX proved to be the most loss making stock for the portfolio. AADI was the most profitable stock for ACUTA CAPITAL PARTNERS, LLC last quarter.

$143.49MTotal Value
30.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of ACUTA CAPITAL PARTNERS, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ARGX
Argen Se - Adr

Argen Se - Adr

ARGX
ACUTA CAPITAL PARTNERS, LLC's holding in Argen Se - Adr over time
3.04%4,705
$4.37M
3.04%
increased 0.32 percentadded
DRUG
Bright Minds Biosciences Inc

Bright Minds Biosciences Inc

DRUG
ACUTA CAPITAL PARTNERS, LLC's holding in Bright Minds Biosciences Inc over time
4.54%92,745
$6.51M
4.54%
decreased 17.19 percentreduced