2026 Q2 Portfolio Activity
In 2026 Q2, ACUTA CAPITAL PARTNERS, LLC maintained a portfolio of 31 distinct positions. The most significant new addition was ARRIVENT BIOPHARMA INC, now representing 5.29% of the total fund value. They heavily accumulated shares in WHITEHAWK THERAPEUTICS INC, increasing the position by 37.4%. Conversely, ACUTA CAPITAL PARTNERS, LLC completely exited their position in TERNS PHARMACEUTICALS INC.
Position History
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Total Positions
31
Quarter
2026 Q2
Top Holding
PRAX (19.3%)
Top 10 Concentration
73.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
ACUTA CAPITAL PARTNERS, LLC Full Holdings List — 2026 Q2
| 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 | 19.32% | 19.30% |
#1
Prev: #1
|
6.5 |
—
|
-2,105 | -2.5% |
P
S
|
82,796 | $27,719,273 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WHWK
WHITEHAWK THERA...
|
Healthcare | 14.96% | 8.30% |
#2
1
Prev: #3
|
8.0 |
—
|
1,275,510 | 37.4% |
P
S
|
4,685,912 | $21,461,477 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 8.52% | 6.52% |
#3
1
Prev: #4
|
4.9 |
—
|
-50,882 | -11.5% |
P
S
|
390,949 | $12,221,066 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STRO
SUTRO BIOPHARMA...
|
Healthcare | 6.25% | 4.73% |
#4
2
Prev: #6
|
3.5 |
—
|
826 | 0.3% |
P
S
|
270,251 | $8,972,333 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVBP
ARRIVENT BIOPHA...
|
Healthcare | 5.29% | — |
#5
Prev: #—
|
6.1 |
—
|
218,694 | — |
NEW
|
218,694 | $7,597,430 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FDMT
4D MOLECULAR TH...
|
Healthcare | 4.71% | 1.59% |
#6
10
Prev: #16
|
4.9 |
—
|
265,546 | 109.6% |
P
S
|
507,801 | $6,753,753 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DRUG
BRIGHT MINDS BI...
|
Healthcare | 4.54% | 5.76% |
#7
2
Prev: #5
|
2.3 |
—
|
-19,251 | -17.2% |
P
S
|
92,745 | $6,510,699 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OCUL
OCULAR THERAPEU...
|
Healthcare | 3.64% | 3.54% |
#8
1
Prev: #9
|
2.0 |
—
|
-59,627 | -10.1% |
P
S
|
532,481 | $5,228,963 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ERAS
ERASCA INC
|
Healthcare | 3.39% | 4.05% |
#9
2
Prev: #7
|
1.4 |
—
|
-89,376 | -25.2% |
P
S
|
265,199 | $4,858,446 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SRZN
SURROZEN INC
|
Healthcare | 3.14% | 3.55% |
#10
2
Prev: #8
|
1.8 |
—
|
548 | 0.3% |
P
S
|
173,395 | $4,499,600 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARGX
ARGEN SE - ADR
|
Healthcare | 3.04% | 2.42% |
#11
2
Prev: #13
|
1.7 |
—
|
15 | 0.3% |
P
S
|
4,705 | $4,365,158 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLTX
MOONLAKE IMMUNO...
|
Healthcare | 2.93% | 2.52% |
#12
Prev: #12
|
3.2 |
—
|
23,892 | 12.5% |
P
S
|
215,652 | $4,198,744 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DSGN
DESIGN THERAPEU...
|
Healthcare | 2.85% | 1.10% |
#13
7
Prev: #20
|
4.1 |
—
|
136,664 | 93.7% |
P
S
|
282,564 | $4,088,701 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NERV
MINERVA NEUROSC...
|
Healthcare | 2.74% | 3.02% |
#14
3
Prev: #11
|
2.1 |
—
|
no change | no change |
P
S
|
709,500 | $3,937,725 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSHA
TAYSHA GENE THE...
|
Healthcare | 2.67% | 1.39% |
#15
3
Prev: #18
|
3.6 |
—
|
122,344 | 27.8% |
P
S
|
561,808 | $3,825,912 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
AVALYN PHARMA I...
|
|
Unknown | 2.64% | — |
#16
Prev: #—
|
4.6 |
—
|
115,000 | — |
NEW
|
115,000 | $3,785,800 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 2.40% | 0.64% |
#17
7
Prev: #24
|
4.0 |
—
|
125,500 | 206.4% |
P
S
|
186,308 | $3,442,972 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMLX
AMYLYX PHARMACE...
|
Healthcare | 2.10% | 1.48% |
#18
1
Prev: #17
|
2.8 |
—
|
17,048 | 11.3% |
P
S
|
168,115 | $3,019,345 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARTV
ARTIVA BIOTHERA...
|
Healthcare | 1.76% | — |
#19
Prev: #—
|
4.2 |
—
|
260,416 | — |
NEW
|
260,416 | $2,526,035 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMPX
COMPASS THERAPE...
|
Healthcare | 0.91% | 3.17% |
#20
10
Prev: #10
|
0.4 |
—
|
-253,863 | -29.9% |
P
S
|
595,213 | $1,303,516 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 0.84% | 0.93% |
#21
Prev: #21
|
1.3 |
—
|
no change | no change |
P
S
|
2,224 | $1,205,030 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CTNM
CONTINEUM THERA...
|
Healthcare | 0.72% | — |
#22
Prev: #—
|
3.8 |
—
|
63,095 | — |
NEW
|
63,095 | $1,034,127 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LBRX
LB PHARMACEUTIC...
|
Healthcare | 0.65% | 0.50% |
#23
2
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
28,919 | $938,566 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UNCY
UNICYCIVE THERA...
|
Healthcare | 0.00% | 0.27% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-57,959 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MAZE
MAZE THERAPEUTI...
|
Healthcare | 0.00% | 0.41% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-19,335 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TRDA
ENTRADA THERAPE...
|
Healthcare | 0.00% | 0.80% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-89,358 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IDYA
CALL
IDEAYA BIOSCIEN...
|
CALL Option | 0.00% | 0.82% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-350 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IDYA
IDEAYA BIOSCIEN...
|
Healthcare | 0.00% | 1.13% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-48,234 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 0.00% | 1.79% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-26,069 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OCS
OCULIS HOLDING ...
|
Healthcare | 0.00% | 1.84% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-98,339 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TERN
TERNS PHARMACEU...
|
Healthcare | 0.00% | 18.44% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-495,772 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-31 of 31 holdings