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Acuta Capital Partners, LLC

CIK 1582844 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Acuta Capital Partners, LLC reported 23 US-listed holdings worth $143.5 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Praxis Precision Medicines I (19.3%), Aadi Bioscience Inc. (15.0%) and Tango Therapeutics, Inc. (8.5%). Against the quarter before, it opened 5 positions, added to 9, trimmed 6 and sold out of 8.

Reported holdings$143.5M+2.1% on Q1 2026
Positions23-3 on Q1 2026
The largest ten73.7%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
PRAX19.3%WHWK15.0%TNGX8.5%STRO6.3%AVBP5.3%FDMT4.7%DRUG4.5%OCUL3.6%ERAS3.4%SRZN3.1%ARGX3.0%MLTX2.9%DSGN2.8%NERV2.7%9 more14.7%

The 14 largest of its 23 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $123.5 million in 41 positions$123MQ3 24Q4 2024: $99.4 million in 39 positions$99.4MQ4 24Q1 2025: $86.2 million in 34 positions$86.2MQ1 25Q2 2025: $71.6 million in 28 positions$71.6MQ2 25Q3 2025: $96.8 million in 28 positions$96.8MQ3 25Q4 2025: $147.3 million in 30 positions$147MQ4 25Q1 2026: $140.6 million in 26 positions$141MQ1 26Q2 2026: $143.5 million in 23 positions$143MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +128.2% over the 6 quarters to 31 March 2026, against +13.3% for the S&P 500.

Its reported holdingsThe S&P 500
100150200Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Its holdings +128.2%S&P 500 +13.3%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 5Added 9Held 3Trimmed 6Sold out 8
Opened: 5Added: 9Held: 3Trimmed: 6Sold out: 8

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Arrivent Biopharma Inc. AVBP$7.6 million
  2. 4D Molecular Therapeutics in FDMT$6.8 million
  3. Avalyn Pharma Inc. AVLN$3.8 million
  4. Artiva Biotherapeutics Inc. ARTV$2.5 million
  5. Contineum Therapeutics Inc. CTNM$1.0 million

Added to 9

  1. Aadi Bioscience Inc. WHWK+1.3 million shares · +37%
  2. Avalo Therapeutics Inc. AVTX+125,500 shares · +206%
  3. Design Therapeutics Inc. DSGN+136,664 shares · +94%
  4. Taysha Gene Therapies Inc. TSHA+122,344 shares · +28%
  5. Moonlake Immunotherapeutics MLTX+23,892 shares · +12%
  6. Amylyx Pharmaceuticals Inc. AMLX+17,048 shares · +11%
  7. Sutro Biopharma Inc. STRO+826 shares · +0%
  8. Surrozen Inc. SRZN+548 shares · +0%

and 1 more in the table below

Trimmed 6

  1. Erasca Inc. ERAS-89,376 shares · -25%
  2. Tango Therapeutics, Inc. TNGX-50,882 shares · -12%
  3. Bright Minds Biosciences Inc. DRUG-19,251 shares · -17%
  4. Praxis Precision Medicines I PRAX-2,105 shares · -2%
  5. Ocular Therapeutix Inc. OCUL-59,627 shares · -10%
  6. Compass Therapeutics Inc. CMPX-253,863 shares · -30%

Sold out of 8

  1. Terns Pharmaceuticals Inc. TERN$26.1 million last quarter
  2. Oculis Holding AG OCS$2.6 million last quarter
  3. Revolution Medicines, Inc. RVMD$2.5 million last quarter
  4. 4D Molecular Therapeutics Inc.$2.3 million last quarter
  5. Ideaya Biosciences, Inc. IDYA$1.6 million last quarter
  6. Entrada Therapeutics Inc. TRDA$1.1 million last quarter
  7. Maze Therapeutics, Inc. MAZE$577,150 last quarter
  8. Unicycive Therapeutics Inc. UNCY$381,370 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Praxis Precision Medicines I PRAX82.8K$27.7 million19.32%-2.1K
Aadi Bioscience Inc. WHWK4.7M$21.5 million14.96%+1.3M
Tango Therapeutics, Inc. TNGX390.9K$12.2 million8.52%-50.9K
Sutro Biopharma Inc. STRO270.3K$9.0 million6.25%+826
Arrivent Biopharma Inc. AVBP218.7K$7.6 million5.29%new
4D Molecular Therapeutics in FDMT507.8K$6.8 million4.71%new
Bright Minds Biosciences Inc. DRUG92.7K$6.5 million4.54%-19.3K
Ocular Therapeutix Inc. OCUL532.5K$5.2 million3.64%-59.6K
Erasca Inc. ERAS265.2K$4.9 million3.39%-89.4K
Surrozen Inc. SRZN173.4K$4.5 million3.14%+548
argenx SE ARGX4.7K$4.4 million3.04%+15
Moonlake Immunotherapeutics MLTX215.7K$4.2 million2.93%+23.9K
Design Therapeutics Inc. DSGN282.6K$4.1 million2.85%+136.7K
Minerva Neurosciences Inc. NERV709.5K$3.9 million2.74%no change
Taysha Gene Therapies Inc. TSHA561.8K$3.8 million2.67%+122.3K
Avalyn Pharma Inc. AVLN115.0K$3.8 million2.64%new
Avalo Therapeutics Inc. AVTX186.3K$3.4 million2.40%+125.5K
Amylyx Pharmaceuticals Inc. AMLX168.1K$3.0 million2.10%+17.0K
Artiva Biotherapeutics Inc. ARTV260.4K$2.5 million1.76%new
Compass Therapeutics Inc. CMPX595.2K$1.3 million0.91%-253.9K
United Therapeutics Corp. UTHR2.2K$1.2 million0.84%no change
Contineum Therapeutics Inc. CTNM63.1K$1.0 million0.72%new
LB Pharmaceuticals Inc. LBRX28.9K$938,5660.65%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.