ACUTA CAPITAL PARTNERS, LLC

Adviser

CIK

1582844

Location

REDWOOD CITY, CA

Portfolio Value

Small $143,494,663

Diversification

Diversified

Filing Date

Global Rank

#7,519 / 8,817 ▲ 275

Top Industry

Biotechnology 97.1%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Adviser

Schedule 13D, May 18, 2026

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 73.7% of the book (60%+)

Turnover

Medium turnover

68.5% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 8.0 quarters (4 to under 12)

Closest benchmark: the Russell 2000 as of 2026-06-30, active share 99.1%; sector active share 90.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.3%

−5.1 pts

Top 5

54.3%

−2.0 pts

Top 10

73.7%

−4.5 pts

HHI

877

Diversified−125

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$143,494,663	23

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
WHWK	Whitehawk Therapeutics, Inc.	+1,275,510	4,685,912	$21,461,476
DSGN	Design Therapeutics, Inc.	+136,664	282,564	$4,088,701
AVTX	Avalo Therapeutics, Inc.	+125,500	186,308	$3,442,971
TSHA	Taysha Gene Therapies, Inc.	+122,344	561,808	$3,825,912
MLTX	MoonLake Immunotherapeutics	+23,892	215,652	$4,198,744
AMLX	Amylyx Pharmaceuticals, Inc.	+17,048	168,115	$3,019,345
STRO	Sutro Biopharma, Inc.	+826	270,251	$8,972,333
SRZN	Surrozen, Inc.	+548	173,395	$4,499,600
ARGX	Argenx SE	+15	4,705	$4,365,157
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
CMPX	Compass Therapeutics, Inc.	−253,863	595,213	$1,303,516
ERAS	Erasca, Inc.	−89,376	265,199	$4,858,445
OCUL	Ocular Therapeutix, Inc	−59,627	532,481	$5,228,963
TNGX	Tango Therapeutics, Inc.	−50,882	390,949	$12,221,065
DRUG	Bright Minds Biosciences Inc.	−19,251	92,745	$6,510,699
PRAX	Praxis Precision Medicines, Inc.	−2,105	82,796	$27,719,272
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AVBP	ArriVent BioPharma, Inc.	218,694	$7,597,429
FDMT	4D Molecular Therapeutics, Inc.	507,801	$6,753,753
AVLN	Avalyn Pharma Inc.	115,000	$3,785,800
ARTV	Artiva Biotherapeutics, Inc.	260,416	$2,526,035
CTNM	Contineum Therapeutics, Inc.	63,095	$1,034,127
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
OCS	Oculis Holding AG	98,339	$2,614,834
RVMD	Revolution Medicines, Inc.	26,069	$2,535,210
IDYA	IDEAYA Biosciences, Inc.	48,234	$1,607,156
TRDA	Entrada Therapeutics, Inc.	89,358	$1,127,697
MAZE	Maze Therapeutics, Inc.	19,335	$577,149
UNCY	Unicycive Therapeutics, Inc.	57,959	$381,370
—		495,772	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $143,494,663 total · filing declares 23 positions · $143,494,671 · as of Jun 30, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
PRAX	Praxis Precision Medicines, Inc. Healthcare	Reduced	82,796	-2,105	$27,719,272	+1.3%	13	unpriced	19.32%
WHWK	Whitehawk Therapeutics, Inc. Healthcare	Added	4,685,912	+1,275,510	$21,461,476	+82.4%	20	unpriced	14.96%
TNGX	Tango Therapeutics, Inc. Healthcare	Reduced	390,949	-50,882	$12,221,065	+32.2%	3	$10.53	8.52%
STRO	Sutro Biopharma, Inc. Healthcare	Added	270,251	+826	$8,972,333	+33.7%	3	unpriced	6.25%
AVBP	ArriVent BioPharma, Inc. Healthcare	NEW	218,694	NEW	$7,597,429	NEW	1	$29.51	5.29%
FDMT	4D Molecular Therapeutics, Inc. Healthcare	NEW	507,801	NEW	$6,753,753	NEW	1	$9.74	4.71%
DRUG	Bright Minds Biosciences Inc. Healthcare	Reduced	92,745	-19,251	$6,510,699	−20.3%	7	$47.50	4.54%
OCUL	Ocular Therapeutix, Inc Healthcare	Reduced	532,481	-59,627	$5,228,963	+4.3%	11	$6.18	3.64%
ERAS	Erasca, Inc. Healthcare	Reduced	265,199	-89,376	$4,858,445	−15.3%	2	$11.82	3.39%
SRZN	Surrozen, Inc. Healthcare	Added	173,395	+548	$4,499,600	−10.6%	6	$11.62	3.14%
ARGX	Argenx SE Healthcare	Added	4,705	+15	$4,365,157	+27.5%	9	$450.34	3.04%
MLTX	MoonLake Immunotherapeutics Healthcare	Added	215,652	+23,892	$4,198,744	+17.5%	3	$15.43	2.93%
DSGN	Design Therapeutics, Inc. Healthcare	Added	282,564	+136,664	$4,088,701	+163.4%	3	$10.07	2.85%
NERV	Minerva Neurosciences, Inc. Healthcare	Held	709,500	0	$3,937,725	−7.9%	3	$3.71	2.74%
TSHA	Taysha Gene Therapies, Inc. Healthcare	Added	561,808	+122,344	$3,825,912	+94.8%	5	$2.99	2.67%
AVLN	Avalyn Pharma Inc. Healthcare	NEW	115,000	NEW	$3,785,800	NEW	1	$28.86	2.64%
AVTX	Avalo Therapeutics, Inc. Healthcare	Added	186,308	+125,500	$3,442,971	+279.2%	2	$15.75	2.40%
AMLX	Amylyx Pharmaceuticals, Inc. Healthcare	Added	168,115	+17,048	$3,019,345	+43.8%	4	$10.03	2.10%
ARTV	Artiva Biotherapeutics, Inc. Healthcare	NEW	260,416	NEW	$2,526,035	NEW	1	$9.11	1.76%
CMPX	Compass Therapeutics, Inc. Healthcare	Reduced	595,213	-253,863	$1,303,516	−71.0%	4	$3.50	0.91%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Held	2,224	0	$1,205,029	−8.6%	4	$336.31	0.84%
CTNM	Contineum Therapeutics, Inc. Healthcare	NEW	63,095	NEW	$1,034,127	NEW	1	$13.11	0.72%
LBRX	Lb Pharmaceuticals Inc Healthcare	Held	28,919	0	$938,566	+31.6%	4	unpriced	0.65%

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.