2026 Q1 Portfolio Activity
In 2026 Q1, ACUTA CAPITAL PARTNERS, LLC maintained a portfolio of 36 distinct positions. The most significant new addition was ERASCA INC, now representing 4.05% of the total fund value. They heavily accumulated shares in TANGO THERAPEUTICS INC, increasing the position by 56.3%. Conversely, ACUTA CAPITAL PARTNERS, LLC completely exited their position in CIDARA THERAPEUTICS INC.
Position History
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Total Positions
36
Quarter
2026 Q1
Top Holding
PRAX (19.3%)
Top 10 Concentration
77.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-36 of 36
ACUTA CAPITAL PARTNERS, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 19.30% | 16.62% |
#1
1
Prev: #2
|
6.5 |
—
|
1,865 | 2.2% |
P
S
|
84,901 | $27,354,253 |
$50.98
+570.8%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
TERN
TERNS PHARMACEU...
|
Healthcare | 18.44% | 17.48% |
#2
1
Prev: #1
|
5.5 |
—
|
-141,323 | -22.2% |
P
S
|
495,772 | $26,137,100 |
$11.06
+378.9%
|
2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
WHWK
WHITEHAWK THERA...
|
Healthcare | 8.30% | 5.60% |
#3
2
Prev: #5
|
5.3 |
—
|
no change | no change |
P
S
|
3,410,402 | $11,765,887 |
$15.31
-70.7%
|
2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 6.52% | 1.70% |
#4
10
Prev: #14
|
6.1 |
—
|
159,099 | 56.3% |
P
S
|
441,831 | $9,243,105 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DRUG
BRIGHT MINDS BI...
|
Healthcare | 5.76% | 4.48% |
#5
1
Prev: #6
|
5.3 |
—
|
27,519 | 32.6% |
P
S
|
111,996 | $8,172,348 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STRO
SUTRO BIOPHARMA...
|
Healthcare | 4.73% | 0.53% |
#6
18
Prev: #24
|
4.9 |
—
|
201,974 | 299.4% |
P
S
|
269,425 | $6,711,377 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ERAS
ERASCA INC
|
Healthcare | 4.05% | — |
#7
Prev: #—
|
5.1 |
—
|
354,575 | — |
NEW
|
354,575 | $5,737,024 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SRZN
SURROZEN INC
|
Healthcare | 3.55% | 2.74% |
#8
3
Prev: #11
|
1.9 |
—
|
-5,568 | -3.1% |
P
S
|
172,847 | $5,035,033 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OCUL
OCULAR THERAPEU...
|
Healthcare | 3.54% | 8.68% |
#9
5
Prev: #4
|
1.4 |
—
|
-460,887 | -43.8% |
P
S
|
592,108 | $5,015,155 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CMPX
COMPASS THERAPE...
|
Healthcare | 3.17% | 3.99% |
#10
3
Prev: #7
|
1.3 |
—
|
-244,224 | -22.3% |
P
S
|
849,076 | $4,491,612 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NERV
MINERVA NEUROSC...
|
Healthcare | 3.02% | 1.94% |
#11
2
Prev: #13
|
2.2 |
—
|
no change | no change |
P
S
|
709,500 | $4,274,738 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MLTX
MOONLAKE IMMUNO...
|
Healthcare | 2.52% | 0.53% |
#12
11
Prev: #23
|
4.0 |
—
|
132,480 | 223.5% |
P
S
|
191,760 | $3,574,406 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARGX
ARGEN SE - ADR
|
Healthcare | 2.42% | 2.77% |
#13
3
Prev: #10
|
1.5 |
—
|
-161 | -3.3% |
P
S
|
4,690 | $3,424,873 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OCS
OCULIS HOLDING ...
|
Healthcare | 1.84% | 1.38% |
#14
3
Prev: #17
|
1.2 |
—
|
-3,438 | -3.4% |
P
S
|
98,339 | $2,614,834 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 1.79% | 0.45% |
#15
11
Prev: #26
|
3.7 |
—
|
17,658 | 209.9% |
P
S
|
26,069 | $2,535,210 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FDMT
4D MOLECULAR TH...
|
Healthcare | 1.59% | — |
#16
Prev: #—
|
4.1 |
—
|
242,255 | — |
NEW
|
242,255 | $2,255,394 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMLX
AMYLYX PHARMACE...
|
Healthcare | 1.48% | 2.73% |
#17
5
Prev: #12
|
0.6 |
—
|
-182,191 | -54.7% |
P
S
|
151,067 | $2,099,831 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSHA
TAYSHA GENE THE...
|
Healthcare | 1.39% | 1.70% |
#18
3
Prev: #15
|
1.1 |
—
|
-15,363 | -3.4% |
P
S
|
439,464 | $1,964,404 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IDYA
IDEAYA BIOSCIEN...
|
Healthcare | 1.13% | — |
#19
Prev: #—
|
4.0 |
—
|
48,234 | — |
NEW
|
48,234 | $1,607,157 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DSGN
DESIGN THERAPEU...
|
Healthcare | 1.10% | 0.96% |
#20
2
Prev: #18
|
0.9 |
—
|
-5,006 | -3.3% |
P
S
|
145,900 | $1,552,376 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 0.93% | 0.76% |
#21
1
Prev: #20
|
0.9 |
—
|
-72 | -3.1% |
P
S
|
2,224 | $1,318,788 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IDYA
CALL
IDEAYA BIOSCIEN...
|
CALL Option | 0.82% | — |
#22
Prev: #—
|
3.8 |
—
|
350 | — |
NEW
|
350 | $1,166,200 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TRDA
ENTRADA THERAPE...
|
Healthcare | 0.80% | — |
#23
Prev: #—
|
3.8 |
—
|
89,358 | — |
NEW
|
89,358 | $1,127,698 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 0.64% | — |
#24
Prev: #—
|
3.8 |
—
|
60,808 | — |
NEW
|
60,808 | $907,863 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LBRX
LB PHARMACEUTIC...
|
Healthcare | 0.50% | 0.45% |
#25
2
Prev: #27
|
0.7 |
—
|
-1,081 | -3.6% |
P
S
|
28,919 | $713,143 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MAZE
MAZE THERAPEUTI...
|
Healthcare | 0.41% | 0.56% |
#26
4
Prev: #22
|
0.7 |
—
|
-665 | -3.3% |
P
S
|
19,335 | $577,150 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UNCY
UNICYCIVE THERA...
|
Healthcare | 0.27% | 0.23% |
#27
2
Prev: #29
|
0.6 |
—
|
-2,026 | -3.4% |
P
S
|
57,959 | $381,370 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NUVB/WS
NUVATION BIO IN...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-90,832 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KTTA
PASITHEA THERAP...
|
Healthcare | 0.00% | 0.39% |
Sold All 😨
(Was: #28) |
0.0 |
—
|
-450,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 0.00% | 0.47% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-16,708 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VSTM
VERASTEM INC
|
Healthcare | 0.00% | 0.75% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-143,446 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INBX
INHIBRX BIOSCIE...
|
Healthcare | 0.00% | 0.88% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-16,377 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZYME
ZYMEWORKS INC
|
Healthcare | 0.00% | 1.43% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-80,143 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INSM
INSMED INC
|
Healthcare | 0.00% | 3.06% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-25,878 | -100.0% |
CLOSED
|
— | $— | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JAZZ
JAZZ PHARMACEUT...
|
Healthcare | 0.00% | 3.35% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-29,008 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CDTX
CIDARA THERAPEU...
|
Unknown | 0.00% | 13.37% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-89,145 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-36 of 36 holdings