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13F holdings · Q2 2026

Acuta Capital Partners

Redwood City, CA · files as Acuta Capital Partners, LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1582844

Acuta Capital Partners reported 23 stocks worth $143M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PRAX (19.3%), WHWK (15.0%) and TNGX (8.5%). Compared with Q1 2026, the fund opened new positions in AVBP, FDMT and AVLN, added to WHWK, STRO and SRZN, trimmed PRAX, TNGX and DRUG and sold out of OCS, RVMD and FDMT.

Reported value$143M+2.1% vs last quarter
Stocks held235 new · 8 sold out
Top 5 weight54.3%fairly concentrated
Turnover54%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
PRAX
Praxis Precision Medicines I
$27.7M19.3%83K−2,105 (−2%)8 of 8
2
WHWK
Whitehawk Therapeutics Inc
$21.5M15.0%4.7M+1.3M (+37%)8 of 8
3
TNGX
Tango Therapeutics Inc
$12.2M8.5%391K−51K (−12%)3 of 8
4
STRO
Sutro Biopharma Inc
$9M6.3%270K+826 (+0%)3 of 8
5
AVBP
Arrivent Biopharma Inc
$7.6M5.3%219KNew position1 of 8
6
FDMT
4D Molecular Therapeutics in
$6.8M4.7%508KNew position1 of 8
7
DRUG
Bright Minds Biosciences Inc
$6.5M4.5%93K−19K (−17%)7 of 8
8
OCUL
Ocular Therapeutix Inc
$5.2M3.6%532K−60K (−10%)8 of 8
9
ERAS
Erasca Inc
$4.9M3.4%265K−89K (−25%)2 of 8
10
SRZN
Surrozen Inc
$4.5M3.1%173K+548 (+0%)6 of 8
🔒 13 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
TERNS PHARMACEUTICALS INC
$26.1M496K
OCS
Oculis Holding AG
$2.6M98K
RVMD
Revolution Medicines Inc
$2.5M26K
FDMT
4D Molecular Therapeutics Inc
$2.3M242K
IDYA
Ideaya Biosciences Inc
$1.6M48K

🔒 Free account: see all 8.

Reported value

last 8 quarters
$123MQ3 '24
$99.4MQ4 '24
$86.2MQ1 '25
$71.6MQ2 '25
$96.8MQ3 '25
$147MQ4 '25
$141MQ1 '26
$143MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Acuta Capital Partners 13F FAQ

What does Acuta Capital Partners own?

Acuta Capital Partners reported 23 stocks worth $143M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PRAX (19.3%), WHWK (15.0%) and TNGX (8.5%). The table above lists every position in the filing (the top 10 without an account).

What did Acuta Capital Partners buy and sell in Q2 2026?

Compared with Q1 2026: 5 new positions, 9 added to, 6 trimmed and 8 sold out. New positions include AVBP, FDMT and AVLN. It sold all of OCS, RVMD and FDMT.

When will Acuta Capital Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Acuta Capital Partners's portfolio worth?

The Q2 2026 filing reports $143M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.