ACUTA CAPITAL PARTNERS, LLC DRUG — BRIGHT MINDS BIOSCIENCES INC

Ownership history in ACUTA CAPITAL PARTNERS, LLC  ·  6 quarters on record

AI Ownership Summary

ACUTA CAPITAL PARTNERS, LLC reported BRIGHT MINDS BIOSCIENCES INC (DRUG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 5.76% in 2026 Q1. The latest visible filing shows DRUG at 5.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DRUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACUTA CAPITAL PARTNERS, LLC's position in BRIGHT MINDS BIOSCIENCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DRUG was reported at 5.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.76% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DRUG stock page ACUTA CAPITAL PARTNERS, LLC fund profile ACUTA CAPITAL PARTNERS, LLC full holdings
How ACUTA CAPITAL PARTNERS, LLC held DRUG — position size vs. price
% of Fund (quarterly)    DRUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 111,996 +27,519 +32.6% 5.76% $8.2M 2026-05-15 $77.47
2025 Q4 REDUCED — — — 84,477 -398 -0.5% 4.48% $6.6M 2026-02-17 $83.91
2025 Q3 ADDED — — — 84,875 +36,401 +75.1% 5.32% $5.1M 2025-11-14 $57.89
2025 Q2 REDUCED 18.9% +120.0% ❌ 48,474 -11,274 -18.9% 1.77% $1.3M 2025-08-14 $42.54
2025 Q1 REDUCED 13.6% -27.6% ✅ 59,748 -9,376 -13.6% 2.50% $2.2M 2025-05-15 $32.36
2024 Q4 INITIATED — — — 69,124 — — 2.50% $2.5M 2025-02-14 $41.80

🏢 Other funds also holding DRUG

As of 2026 Q1 — sorted by position size

Cormorant Asset Management, LP 3Y 7Y 3.88% GREAT POINT PARTNERS LLC 3Y 7Y 3.69% B Group, Inc. 3.65% Vivo Capital, LLC 3Y 7Y 3.39% KVP Capital Advisors, LP 1.73% BRAIDWELL LP 3Y 1.31% MPM BioImpact LLC 3Y 1.2% Vestal Point Capital, LP 1.0% Ikarian Capital, LLC 3Y 0.99% Sio Capital Management, LLC 3Y 7Y 0.9%

FAQ About ACUTA CAPITAL PARTNERS, LLC and DRUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ACUTA CAPITAL PARTNERS, LLC reported owning DRUG?

ACUTA CAPITAL PARTNERS, LLC reported DRUG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DRUG position in ACUTA CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for DRUG was 5.76% in 2026 Q1.

What is the latest reported DRUG position on this page?

The most recent filing on this page is 2026 Q1, when ACUTA CAPITAL PARTNERS, LLC reported 111,996 shares, equal to 5.76% of portfolio, with an estimated market value of $8.2M.

What does the chart on this DRUG ownership page compare?

The chart compares ACUTA CAPITAL PARTNERS, LLC's quarterly DRUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ACUTA CAPITAL PARTNERS, LLC time their DRUG position?

Based on 13F filing dates vs. subsequent DRUG price moves, ACUTA CAPITAL PARTNERS, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on DRUG relative to SPY over the holding period was +39.0%.

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