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Q2 2026 13F · SEC CIK 1582844

Acuta Capital Partners, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$143.5M
Reported positions
23
Top holdings a year, 3 yrs
+50.1%
Assets under management
$172.5M

Acuta Capital Partners, LLC is a hedge fund that reported 23 positions worth $143.5M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Praxis Precision Medicines I (PRAX, 19.3%), Whitehawk Therapeutics Inc (AADI, 15.0%), Tango Therapeutics Inc (TNGX, 8.5%). A portfolio copying its top holdings returned 50.1% a year over the last 3 years, against 19.0% for the S&P 500.

Acuta Capital Partners, LLC holdings all 23 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Acuta Capital Partners, LLC 13F holdings
Stock% of 13F valueShare changeReported value
PRAXPraxis Precision Medicines I19.3%-2.5%$27.7M
AADIWhitehawk Therapeutics Inc15.0%+37.4%$21.5M
TNGXTango Therapeutics Inc8.5%-11.5%$12.2M
STROSutro Biopharma Inc6.3%+0.3%$9.0M
AVBPArrivent Biopharma Inc5.3%—$7.6M
FDMT4d Molecular Therapeutics in4.7%—$6.8M
10919W405Bright Minds Biosciences Inc4.5%-17.2%$6.5M
OCULOcular Therapeutix Inc3.6%-10.1%$5.2M
ERASErasca, Inc.3.4%-25.2%$4.9M
SRZNSurrozen Inc3.1%+0.3%$4.5M
ARGNFArgenx SE3.0%+0.3%$4.4M
MLTXMoonlake Immunotherapeutics2.9%+12.5%$4.2M
DSGNDesign Therapeutics, Inc.2.8%+93.7%$4.1M
NERVMinerva Neurosciences Inc2.7%+0.0%$3.9M
TSHATaysha Gene Therapies Inc2.7%+27.8%$3.8M
AVLNAvalyn Pharmaceuticals Inc2.6%—$3.8M
AVTXAvalo Therapeutics Inc2.4%+206.4%$3.4M
AMLXAmylyx Pharmaceuticals Inc2.1%+11.3%$3.0M
ARTVArtiva Biotherapeutics Inc1.8%—$2.5M
CMPXCompass Therapeutics Inc0.9%-29.9%$1.3M
UTHRUnited Therapeutics Corp Del0.8%+0.0%$1.2M
CTNMContineum Therapeutics Inc0.7%—$1.0M
LBRXLB Pharmaceuticals, Inc.0.7%+0.0%$939K

What Acuta Capital Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+173.0% /yr
S&P 500 +14.9%
3 years
+50.1% /yr
S&P 500 +19.0%
5 years
+11.4% /yr
S&P 500 +10.4%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$143.5M23
Q1 2026$140.6M26
Q4 2025$147.3M30
Q3 2025$96.8M28
Q2 2025$71.6M28
Q1 2025$86.2M33
Q4 2024$99.4M39
Q3 2024$123.5M41
Q2 2024$118.6M32
Q1 2024$153.9M33
Q4 2023$177.6M38
Q3 2023$137.5M42

Questions about Acuta Capital Partners, LLC's portfolio

What stocks does Acuta Capital Partners, LLC own?

Acuta Capital Partners, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 23 positions worth $143.5M. The largest are Praxis Precision Medicines I (PRAX) at 19.3%, Whitehawk Therapeutics Inc (AADI) at 15.0%, Tango Therapeutics Inc (TNGX) at 8.5%, Sutro Biopharma Inc (STRO) at 6.3% and Arrivent Biopharma Inc (AVBP) at 5.3%.

What did Acuta Capital Partners, LLC buy last quarter?

In Q2 2026, Acuta Capital Partners, LLC added a new position in Arrivent Biopharma Inc (AVBP), a new position in 4d Molecular Therapeutics in (FDMT), a new position in Avalyn Pharmaceuticals Inc (AVLN), a new position in Artiva Biotherapeutics Inc (ARTV), a new position in Contineum Therapeutics Inc (CTNM), Avalo Therapeutics Inc (AVTX) (+206.4% shares), Design Therapeutics, Inc. (DSGN) (+93.7% shares) and Whitehawk Therapeutics Inc (AADI) (+37.4% shares), compared with its Q1 2026 filing.

What did Acuta Capital Partners, LLC sell last quarter?

In Q2 2026, Acuta Capital Partners, LLC sold all of Terns Pharmaceuticals Inc (TERN), sold all of Oculis Holding AG (OCS), sold all of Revolution Medicines Inc (RVMD), sold all of 4d Molecular Therapeutics Inc (FDMT), sold all of Ideaya Biosciences Inc (IDYA), Compass Therapeutics Inc (CMPX) (-29.9% shares), Erasca, Inc. (ERAS) (-25.2% shares) and Bright Minds Biosciences Inc (-17.2% shares), compared with its Q1 2026 filing.

How has Acuta Capital Partners, LLC's portfolio performed?

A portfolio copying Acuta Capital Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +50.1% a year over the last 3 years, against +19.0% for the S&P 500. Over 1 year: +173.0% against +14.9%. Over 5 years: +11.4% a year against +10.4%.

When is Acuta Capital Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Acuta Capital Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Acuta Capital Partners, LLC manage?

Acuta Capital Partners, LLC reported $172.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $143.5M.