Acuta Capital Partners, LLC holds a focused book of 23 reported positions worth $143.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Avalyn Pharma Inc first appears in 13F filings, a listing rather than a purchase; they opened Arrivent Biopharma Inc and trimmed Praxis Precision Medicines I. Their largest long position is Praxis Precision Medicines I at 19% of the reported non-option book. Cloning the disclosed picks since 2015 would be +189% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 15.3 points over this window.
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.
100% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Acuta Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| KVP Capital Advisors, LP | 12 / 23 | $64.9M |
| Vivo Capital, LLC | 12 / 23 | $436.4M |
| Boxer Capital Management, LLC | 9 / 23 | $432.3M |
| Velan Capital Investment Management LP | 4 / 23 | $53.0M |
| Logos Global Management LP | 11 / 23 | $645.8M |
| Cormorant Asset Management, LP | 6 / 23 | $494.0M |
| Avoro Capital Advisors LLC | 6 / 23 | $2.8B |
| Trails Edge Capital Partners, LP | 6 / 23 | $147.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Acuta Capital Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | $27.7M | 82.8K | 19.3% | ▼−2.5% Reduced · −2K sh | |
| 2 | Whitehawk Therapeutics Inc COM | $21.5M | 4.69M | 15.0% | ▲+37% Added · +1.3M sh | |
| 3 | Tango Therapeutics Inc COM | $12.2M | 390.9K | 8.5% | ▼−12% Reduced · −51K sh | |
| 4 | Sutro Biopharma Inc COM | $9.0M | 270.3K | 6.3% | ▲+0.3% Added · +826 sh | |
| 5 | Arrivent Biopharma Inc COM | $7.6M | 218.7K | 5.3% | ▲New New position | |
| 6 | 4D Molecular Therapeutics Inc COM | $6.8M | 507.8K | 4.7% | ▲New New position | |
| 7 | Bright Minds Biosciences Inc COM NEW | $6.5M | 92.7K | 4.5% | ▼−17% Reduced · −19K sh | |
| 8 | Ocular Therapeutix Inc COM | $5.2M | 532.5K | 3.6% | ▼−10% Reduced · −60K sh | |
| 9 | Erasca Inc COM | $4.9M | 265.2K | 3.4% | ▼−25% Reduced · −89K sh | |
| 10 | Surrozen Inc COM NEW | $4.5M | 173.4K | 3.1% | ▲+0.3% Added · +548 sh | |
| 11 | Argen SE - ADR SPONSORED ADR | $4.4M | 4.7K | 3.0% | ▲+0.3% Added · +15 sh | |
| 12 | Moonlake Immunotherapeutics CLASS ORD A | $4.2M | 215.7K | 2.9% | ▲+12% Added · +24K sh | |
| 13 | Design Therapeutics Inc COM | $4.1M | 282.6K | 2.8% | ▲+94% Added · +137K sh | |
| 14 | Minerva Neurosciences COM NEW | $3.9M | 709.5K | 2.7% | —Held | |
| 15 | Taysha Gene Therapies Inc COM SHS | $3.8M | 561.8K | 2.7% | ▲+28% Added · +122K sh | |
| 16 | Avalyn Pharma Inc COM SHS | $3.8M | 115.0K | 2.6% | →Listed Newly reportable | |
| 17 | Avalo Therapeutics Inc COM NEW | $3.4M | 186.3K | 2.4% | ▲+206% Added · +126K sh | |
| 18 | Amylyx Pharmaceuticals Inc COM | $3.0M | 168.1K | 2.1% | ▲+11% Added · +17K sh | |
| 19 | Artiva Biotherapeutics Inc COM | $2.5M | 260.4K | 1.8% | ▲New New position | |
| 20 | Compass Therapeutics Inc COM | $1.3M | 595.2K | 0.9% | ▼−30% Reduced · −254K sh | |
| 21 | United Therapeutics Corp COM | $1.2M | 2.2K | 0.8% | —Held | |
| 22 | Contineum Therapeutics Inc-A CL A | $1.0M | 63.1K | 0.7% | ▲New New position | |
| 23 | LB Pharmaceuticals Inc COM SHS | $939K | 28.9K | 0.7% | —Held |
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.
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Use Arkolith to show ACUTA CAPITAL PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 23 | $143.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 27 | $141.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 30 | $147.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 28 | $96.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 28 | $71.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 34 | $86.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 39 | $99.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 41 | $123.5M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 33 | $118.7M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 33 | $153.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 39 | $177.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 46 | $149.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 35 | $147.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 35 | $135.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 34 | $162.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 47 | $232.2M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 43 | $179.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 46d | 41 | $214.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 36 | $237.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 46d | 47 | $283.4M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 47d | 38 | $250.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 47d | 46 | $277.3M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 47d | 51 | $367.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 47d | 43 | $368.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.