ACUTA CAPITAL PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Redwood City, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$141,758
Net value change ($000)
-5,529 (-3.8%)
New positions
5
Sold out positions
8
Turnover %
33.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
TNGX 6,738 269.0%
STRO 5,931 760.4%
ERAS 5,737 NEW
WHWK 3,513 42.6%
PRAX 2,880 11.8%
MLTX 2,793 357.6%
4D MOLECULAR THERAPEUTICS INC 2,255 NEW
RVMD 1,865 278.4%
IDYA 1,607 NEW
DRUG 1,579 23.9%
Top Reduces (Value $000, Stocks/ETFs)
CDTX -19,691 -100.0%
OCUL -7,768 -60.8%
JAZZ -4,931 -100.0%
INSM -4,504 -100.0%
ZYME -2,110 -100.0%
AMLX -1,926 -47.8%
CMPX -1,379 -23.5%
INBX -1,294 -100.0%
VSTM -1,107 -100.0%
DNTH -689 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,166 (0.8% of total reported value)
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