ACUTA CAPITAL PARTNERS, LLC

Q4 2025 13F-HR Holdings

Location
Redwood City, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$147,287
Net value change ($000)
+50,518 (52.2%)
New positions
7
Sold out positions
5
Turnover %
19.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TERN 21,963 581.6%
PRAX 21,837 828.1%
CDTX 6,138 45.3%
CMPX 2,931 99.7%
NERV 2,852 NEW
TNGX 2,505 NEW
WHWK 1,773 27.4%
SRZN 1,733 75.4%
JAZZ 1,621 49.0%
DRUG 1,444 28.0%
Top Reduces (Value $000, Stocks/ETFs)
TRML -12,840 -100.0%
ASND -1,947 -100.0%
KRYS -1,866 -100.0%
COGT -1,478 -100.0%
INSM -1,054 -19.0%
OCUL -838 -6.2%
ARGX -626 -13.3%
FULC -526 -100.0%
AMLX -503 -11.1%
DNTH -295 -30.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type