Acuta Capital Partners
REDWOOD CITY, CAfiles as ACUTA CAPITAL PARTNERS, LLC
$143m in 23 US stocks at the end of 30 June 2026. The top 10 are 73.7% of the money. It changed about 31.7% of the portfolio this quarter.
Value
$143m
Stocks
23
Top 10 share
73.7%
Turnover
31.7%
What changed this quarter
New
Bought for the first time this quarter.
- ArriVent BioPharmaAVBP5.3% of the fund
- 4D Molecular TherapeuticsFDMT4.7% of the fund
- Avalyn PharmaAVLN2.6% of the fund
- Artiva BiotherapeuticsARTV1.8% of the fund
- Contineum TherapeuticsCTNM0.7% of the fund
Added
Bought more of a stock they already held.
- Whitehawk TherapeuticsWHWK15.0% of the fund+37%
- MoonLake ImmunotherapeuticsMLTX2.9% of the fund+12%
- Design TherapeuticsDSGN2.8% of the fund+94%
- Taysha Gene TherapiesTSHA2.7% of the fund+28%
- Avalo TherapeuticsAVTX2.4% of the fund+206%
- Amylyx PharmaceuticalsAMLX2.1% of the fund+11%
Cut
Sold some of their stake.
- Praxis Precision MedicinesPRAX19.3% of the fund-2%
- Tango TherapeuticsTNGX8.5% of the fund-12%
- Bright Minds BiosciencesDRUG4.5% of the fund-17%
- Ocular TherapeutixOCUL3.6% of the fund-10%
- ErascaERAS3.4% of the fund-25%
- Compass TherapeuticsCMPX0.9% of the fund-30%
Sold out
Sold their entire stake.
- Terns Pharmaceuticals-100%
- Oculis Holding AGOCS-100%
- Revolution MedicinesRVMD-100%
- 4D Molecular TherapeuticsFDMT-100%
- IDEAYA BiosciencesIDYA-100%
- Entrada TherapeuticsTRDA-100%
- Maze TherapeuticsMAZE-100%
- Unicycive TherapeuticsUNCY-100%
Holdings
- Bright Minds BiosciencesDRUG
- Share
- 4.5%
- Value
- $7m
- Shares
- 92,745
-17%
- Argenx SEARGX
- Share
- 3.0%
- Value
- $4m
- Shares
- 4,705
Held
- Avalyn PharmaAVLN
- Share
- 2.6%
- Value
- $4m
- Shares
- 115,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Praxis Precision MedicinesPRAX | 19.3% | $28m | 82,796 | -2% |
| Whitehawk TherapeuticsWHWK | 15.0% | $21m | 4,685,912 | +37% |
| Tango TherapeuticsTNGX | 8.5% | $12m | 390,949 | -12% |
| Sutro BiopharmaSTRO | 6.3% | $9m | 270,251 | Held |
| ArriVent BioPharmaAVBP | 5.3% | $8m | 218,694 | New |
| 4D Molecular TherapeuticsFDMT | 4.7% | $7m | 507,801 | New |
| Bright Minds BiosciencesDRUG | 4.5% | $7m | 92,745 | -17% |
| Ocular TherapeutixOCUL | 3.6% | $5m | 532,481 | -10% |
| ErascaERAS | 3.4% | $5m | 265,199 | -25% |
| SurrozenSRZN | 3.1% | $4m | 173,395 | Held |
| Argenx SEARGX | 3.0% | $4m | 4,705 | Held |
| MoonLake ImmunotherapeuticsMLTX | 2.9% | $4m | 215,652 | +12% |
| Design TherapeuticsDSGN | 2.8% | $4m | 282,564 | +94% |
| Minerva NeurosciencesNERV | 2.7% | $4m | 709,500 | Held |
| Taysha Gene TherapiesTSHA | 2.7% | $4m | 561,808 | +28% |
| Avalyn PharmaAVLN | 2.6% | $4m | 115,000 | New |
| Avalo TherapeuticsAVTX | 2.4% | $3m | 186,308 | +206% |
| Amylyx PharmaceuticalsAMLX | 2.1% | $3m | 168,115 | +11% |
| Artiva BiotherapeuticsARTV | 1.8% | $3m | 260,416 | New |
| Compass TherapeuticsCMPX | 0.9% | $1m | 595,213 | -30% |
| United TherapeuticsUTHR | 0.8% | $1m | 2,224 | Held |
| Contineum TherapeuticsCTNM | 0.7% | $1m | 63,095 | New |
| LB PharmaceuticalsLBRX | 0.7% | $938,566 | 28,919 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 100.3% since 30 June 2025.
Where the money is
Health care97.0%
Other3.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.