ACUTA CAPITAL PARTNERS, LLC

Q2 2026 13F-HR Holdings

Location
Redwood City, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$143,495
Net value change ($000)
+1,737 (1.2%)
New positions
5
Sold out positions
8
Turnover %
41.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
WHWK 9,695 82.4%
AVBP 7,597 NEW
FDMT 6,754 NEW
AVALYN PHARMA INC 3,786 NEW
TNGX 2,978 32.2%
DSGN 2,537 163.5%
AVTX 2,535 279.2%
ARTV 2,526 NEW
STRO 2,261 33.7%
TSHA 1,862 94.8%
Top Reduces (Value $000, Stocks/ETFs)
TERN -26,137 -100.0%
CMPX -3,188 -71.0%
OCS -2,615 -100.0%
RVMD -2,535 -100.0%
4D MOLECULAR THERAPEUTICS INC -2,255 -100.0%
DRUG -1,661 -20.3%
IDYA -1,607 -100.0%
TRDA -1,128 -100.0%
ERAS -879 -15.3%
MAZE -577 -100.0%
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