Acuta Capital Partners, LLC holds a focused book of 26 stocks worth $140.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Erasca Inc and trimmed Terns Pharmaceuticals Inc. Their largest long position is Praxis Precision Medicines I at 19% of the equity book. They also disclosed $1.2M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2015 would be +474% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1582844/holdings"
Use Arkolith to show ACUTA CAPITAL PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +515.9%, a 42.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Acuta Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Acuta Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 32 / 26 | $2.9B |
| UBS Group AG | 32 / 26 | $1.3B |
| NORTHERN TRUST CORP | 32 / 26 | $987.1M |
| STATE STREET CORP | 31 / 26 | $4.0B |
| MORGAN STANLEY | 31 / 26 | $2.1B |
| GOLDMAN SACHS GROUP INC | 31 / 26 | $1.5B |
| BNP PARIBAS FINANCIAL MARKETS | 31 / 26 | $418.2M |
| BlackRock, Inc. | 30 / 26 | $11.8B |
Ranked by how many of Acuta Capital Partners, LLC's top 26 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Praxis Precision Medicines I COM NEW | $27.4M | 84.9K | 19.5% | ▲+2.2% Added · +2K sh | |
| 2 | Terns Pharmaceuticals Inc COM | $26.1M | 495.8K | 18.6% | ▼−22% Reduced · −141K sh | |
| 3 | Whitehawk Therapeutics Inc COM | $11.8M | 3.41M | 8.4% | —Held | |
| 4 | Tango Therapeutics Inc COM | $9.2M | 441.8K | 6.6% | ▲+56% Added · +159K sh | |
| 5 | Bright Minds Biosciences Inc COM NEW | $8.2M | 112.0K | 5.8% | ▲+33% Added · +28K sh | |
| 6 | Sutro Biopharma Inc COM | $6.7M | 269.4K | 4.8% | ▲+299% Added · +202K sh | |
| 7 | Erasca Inc COM | $5.7M | 354.6K | 4.1% | ▲New New position | |
| 8 | Surrozen Inc COM NEW | $5.0M | 172.8K | 3.6% | ▼−3.1% Reduced · −6K sh | |
| 9 | Ocular Therapeutix Inc COM | $5.0M | 592.1K | 3.6% | ▼−44% Reduced · −461K sh | |
| 10 | Compass Therapeutics Inc COM | $4.5M | 849.1K | 3.2% | ▼−22% Reduced · −244K sh | |
| 11 | Minerva Neurosciences COM NEW | $4.3M | 709.5K | 3.0% | —Held | |
| 12 | Moonlake Immunotherapeutics CLASS ORD A | $3.6M | 191.8K | 2.5% | ▲+223% Added · +132K sh | |
| 13 | Argen SE - ADR SPONSORED ADR | $3.4M | 4.7K | 2.4% | ▼−3.3% Reduced · −161 sh | |
| 14 | Oculis Holding AG ORDINARY SHARES | $2.6M | 98.3K | 1.9% | ▼−3.4% Reduced · −3K sh | |
| 15 | Revolution Medicines Inc COM | $2.5M | 26.1K | 1.8% | ▲+210% Added · +18K sh | |
| 16 | 4D Molecular Therapeutics Inc COM | $2.3M | 242.3K | 1.6% | ▲New New position | |
| 17 | Amylyx Pharmaceuticals Inc COM | $2.1M | 151.1K | 1.5% | ▼−55% Reduced · −182K sh | |
| 18 | Taysha Gene Therapies Inc COM SHS | $2.0M | 439.5K | 1.4% | ▼−3.4% Reduced · −15K sh | |
| 19 | Ideaya Biosciences Inc COM | $1.6M | 48.2K | 1.1% | ▲New New position | |
| 20 | Design Therapeutics Inc COM | $1.6M | 145.9K | 1.1% | ▼−3.3% Reduced · −5K sh | |
| 21 | United Therapeutics Corp COM | $1.3M | 2.2K | 0.9% | ▼−3.1% Reduced · −72 sh | |
| 22 | Entrada Therapeutics Inc COM | $1.1M | 89.4K | 0.8% | ▲New New position | |
| 23 | Avalo Therapeutics Inc COM NEW | $908K | 60.8K | 0.6% | ▲New New position | |
| 24 | LB Pharmaceuticals Inc COM SHS | $713K | 28.9K | 0.5% | ▼−3.6% Reduced · −1K sh | |
| 25 | Maze Therapeutics Inc COM | $577K | 19.3K | 0.4% | ▼−3.3% Reduced · −665 sh | |
| 26 | Unicycive Therapeutics Inc COM | $381K | 58.0K | 0.3% | ▼−3.4% Reduced · −2K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | IDEAYA BIOSCIENCES INCIDYA | $1.2M | 350 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 27 | $141.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 30 | $147.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 28 | $96.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 28 | $71.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 34 | $86.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 39 | $99.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 41 | $123.5M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 33 | $118.7M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 33 | $153.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 39 | $177.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 46 | $149.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 35 | $147.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 35 | $135.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 34 | $162.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 47 | $232.2M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 43 | $179.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 41 | $214.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 36 | $237.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 47 | $283.4M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 38 | $250.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 46 | $277.3M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 51 | $367.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 43 | $368.2M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 46 | $346.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.