ACUTA CAPITAL PARTNERS, LLC

CIK

1582844

Location

REDWOOD CITY, CA

Portfolio Value

Small $138,348,384

Diversification

Diversified

Filing Date

Global Rank

#5,025 / 8,622 ▲ 327 · as of Mar 2026

Top Industry

Biotechnology 97.5%

3Y Alpha vs SPY

+15.9%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+153.6%

SPY

+67.9%

Annualised alpha

+17.5%

Max drawdown

−45.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

25 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.8%

−0.4 pts

Top 5

59.8%

−1.3 pts

Top 10

79.3%

−0.1 pts

HHI

1,016

Diversified−31

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$138,348,384	25

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
STRO	Sutro Biopharma, Inc.	+201,974	269,425	$6,711,376
TNGX	Tango Therapeutics, Inc.	+159,099	441,831	$9,243,104
MLTX	MoonLake Immunotherapeutics	+132,480	191,760	$3,574,406
DRUG	Bright Minds Biosciences Inc.	+27,519	111,996	$8,172,348
RVMD	Revolution Medicines, Inc.	+17,658	26,069	$2,535,210
PRAX	Praxis Precision Medicines, Inc.	+1,865	84,901	$27,354,253
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
OCUL	Ocular Therapeutix, Inc	−460,887	592,108	$5,015,154
CMPX	Compass Therapeutics, Inc.	−244,224	849,076	$4,491,612
AMLX	Amylyx Pharmaceuticals, Inc.	−182,191	151,067	$2,099,831
TERN	Terns Pharmaceuticals, Inc.	−141,323	495,772	$26,137,099
TSHA	Taysha Gene Therapies, Inc.	−15,363	439,464	$1,964,404
SRZN	Surrozen, Inc./DE	−5,568	172,847	$5,035,033
DSGN	Design Therapeutics, Inc.	−5,006	145,900	$1,552,376
OCS	Oculis Holding AG	−3,438	98,339	$2,614,834
UNCY	Unicycive Therapeutics, Inc.	−2,026	57,959	$381,370
LBRX	Lb Pharmaceuticals Inc	−1,081	28,919	$713,142
MAZE	Maze Therapeutics, Inc.	−665	19,335	$577,149
ARGX	Argenx SE	−161	4,690	$3,424,872
UTHR	UNITED THERAPEUTICS Corp	−72	2,224	$1,318,787
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ERAS	Erasca, Inc.	354,575	$5,737,023
IDYA	IDEAYA Biosciences, Inc.	48,584	$1,618,818
TRDA	Entrada Therapeutics, Inc.	89,358	$1,127,697
AVTX	Avalo Therapeutics, Inc.	60,808	$907,863
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
JAZZ	Jazz Pharmaceuticals plc	29,008	$4,931,360
INSM	INSMED Inc	25,878	$4,503,807
ZYME	Zymeworks Inc.	80,143	$2,110,165
INBX	Inhibrx Biosciences, Inc.	16,377	$1,293,783
VSTM	Verastem, Inc.	143,446	$1,107,403
DNTH	Dianthus Therapeutics, Inc. /DE/	16,708	$688,536
KTTA	Pasithea Therapeutics Corp.	450,000	$580,500
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $138,348,384 total · as of Mar 31, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PRAX	Praxis Precision Medicines, Inc. Healthcare	Added	84,901	+1,865	$27,354,253	+11.8%	19.77%
TERN	Terns Pharmaceuticals, Inc. Healthcare	Reduced	495,772	-141,323	$26,137,099	+1.5%	18.89%
WHWK	Whitehawk Therapeutics, Inc. Healthcare	Held	3,410,402	0	$11,765,886	+42.6%	8.50%
TNGX	Tango Therapeutics, Inc. Healthcare	Added	441,831	+159,099	$9,243,104	+269.0%	6.68%
DRUG	Bright Minds Biosciences Inc. Healthcare	Added	111,996	+27,519	$8,172,348	+24.0%	5.91%
STRO	Sutro Biopharma, Inc. Healthcare	Added	269,425	+201,974	$6,711,376	+760.0%	4.85%
ERAS	Erasca, Inc. Healthcare	NEW	354,575	NEW	$5,737,023	NEW	4.15%
SRZN	Surrozen, Inc./DE Healthcare	Reduced	172,847	-5,568	$5,035,033	+24.9%	3.64%
OCUL	Ocular Therapeutix, Inc Healthcare	Reduced	592,108	-460,887	$5,015,154	−60.8%	3.63%
CMPX	Compass Therapeutics, Inc. Healthcare	Reduced	849,076	-244,224	$4,491,612	−23.5%	3.25%
NERV	Minerva Neurosciences, Inc. Healthcare	Held	709,500	0	$4,274,737	+49.9%	3.09%
MLTX	MoonLake Immunotherapeutics Healthcare	Added	191,760	+132,480	$3,574,406	+357.5%	2.58%
ARGX	Argenx SE Healthcare	Reduced	4,690	-161	$3,424,872	−16.0%	2.48%
OCS	Oculis Holding AG Healthcare	Reduced	98,339	-3,438	$2,614,834	+28.7%	1.89%
RVMD	Revolution Medicines, Inc. Healthcare	Added	26,069	+17,658	$2,535,210	+278.4%	1.83%
AMLX	Amylyx Pharmaceuticals, Inc. Healthcare	Reduced	151,067	-182,191	$2,099,831	−47.8%	1.52%
TSHA	Taysha Gene Therapies, Inc. Healthcare	Reduced	439,464	-15,363	$1,964,404	−21.5%	1.42%
IDYA	IDEAYA Biosciences, Inc. CALL + SHARES Healthcare	NEW	48,584	NEW	$1,618,818	NEW	1.17%
DSGN	Design Therapeutics, Inc. Healthcare	Reduced	145,900	-5,006	$1,552,376	+9.7%	1.12%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Reduced	2,224	-72	$1,318,787	+17.9%	0.95%
TRDA	Entrada Therapeutics, Inc. Healthcare	NEW	89,358	NEW	$1,127,697	NEW	0.82%
AVTX	Avalo Therapeutics, Inc. Healthcare	NEW	60,808	NEW	$907,863	NEW	0.66%
LBRX	Lb Pharmaceuticals Inc Healthcare	Reduced	28,919	-1,081	$713,142	+6.8%	0.52%
MAZE	Maze Therapeutics, Inc. Healthcare	Reduced	19,335	-665	$577,149	−30.3%	0.42%
UNCY	Unicycive Therapeutics, Inc. Healthcare	Reduced	57,959	-2,026	$381,370	+10.2%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.