Acuta Capital Partners, LLC
Net seller this quarter
$143M
23
-$8.62M
73.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PRAX | $27.7M | 19.32% | 0.30% | -2.5% | Q4 2020 |
 WHWK | $21.5M | 14.96% | 8.22% | +37.4% | Q3 2021 |
 TNGX | $12.2M | 8.52% | 0.23% | -11.5% | Q4 2025 |
 STRO | $8.97M | 6.25% | 1.63% | +0.3% | Q4 2018 |
 AVBP | $7.6M | 5.29% | 0.45% | New | Q2 2026 |
 FDMT | $6.75M | 4.71% | 0.92% | Not reported | Q4 2020 |
 DRUG | $6.51M | 4.54% | 1.21% | -17.2% | Q4 2024 |
 OCUL | $5.23M | 3.64% | 0.24% | -10.1% | Q2 2022 |
 ERAS | $4.86M | 3.39% | 0.08% | -25.2% | Q1 2026 |
 SRZN | $4.5M | 3.14% | 1.48% | +0.3% | Q1 2025 |
 ARGX | $4.37M | 3.04% | 0.01% | +0.3% | Q2 2017 |
 MLTX | $4.2M | 2.93% | 0.29% | +12.5% | Q4 2022 |
 DSGN | $4.09M | 2.85% | 0.45% | +93.7% | Q4 2025 |
 NERV | $3.94M | 2.74% | 1.50% | Not reported | Q4 2025 |
 TSHA | $3.83M | 2.67% | 0.17% | +27.8% | Q3 2023 |
 AVLN | $3.79M | 2.64% | 0.26% | New | Q2 2026 |
 AVTX | $3.44M | 2.40% | 0.35% | +206.4% | Q1 2026 |
 AMLX | $3.02M | 2.10% | 0.15% | +11.3% | Q3 2025 |
 ARTV | $2.53M | 1.76% | 1.05% | Not reported | Q3 2024 |
 CMPX | $1.3M | 0.91% | 0.33% | -29.9% | Q3 2025 |
 UTHR | $1.21M | 0.84% | 0.01% | Not reported | Q3 2021 |
 CTNM | $1.03M | 0.72% | 0.27% | New | Q2 2026 |
 LBRX | $939K | 0.65% | 0.10% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| PRAX | $27.4M | 19.30% | 0.30% | +2.3% | Q4 2020 |
| TERN | $26.1M | 18.44% | 0.43% | -22.2% | Q3 2022 |
| WHWK | $11.8M | 8.30% | 7.23% | Not reported | Q3 2021 |
| TNGX | $9.24M | 6.52% | 0.31% | +56.3% | Q4 2025 |
| DRUG | $8.17M | 5.76% | 1.47% | +32.6% | Q4 2024 |
| STRO | $6.71M | 4.73% | 1.63% | +299.4% | Q4 2018 |
| ERAS | $5.74M | 4.05% | 0.11% | New | Q1 2026 |
| SRZN | $5.04M | 3.55% | 1.50% | -3.1% | Q1 2025 |
| OCUL | $5.02M | 3.54% | 0.27% | -43.8% | Q2 2022 |
| CMPX | $4.49M | 3.17% | 0.47% | -22.3% | Q3 2025 |
| NERV | $4.27M | 3.02% | 1.62% | Not reported | Q4 2025 |
| MLTX | $3.57M | 2.52% | 0.36% | +223.5% | Q4 2022 |
| ARGX | $3.42M | 2.42% | 0.01% | -3.3% | Q2 2017 |
 OCS | $2.61M | 1.84% | Not reported | -3.4% | Q1 2025 |
 RVMD | $2.54M | 1.79% | 0.01% | +209.9% | Q4 2023 |
| AMLX | $2.1M | 1.48% | 0.14% | -54.7% | Q3 2025 |
| TSHA | $1.96M | 1.39% | 0.15% | -3.4% | Q3 2023 |
 IDYA | $1.61M | 1.13% | 0.05% | Not reported | Q3 2022 |
| DSGN | $1.55M | 1.10% | 0.23% | -3.3% | Q4 2025 |
| UTHR | $1.32M | 0.93% | 0.01% | -3.1% | Q3 2021 |
 TRDA | $1.13M | 0.80% | 0.23% | New | Q1 2026 |
| AVTX | $908K | 0.64% | 0.25% | New | Q1 2026 |
| LBRX | $713K | 0.50% | 0.10% | -3.6% | Q3 2025 |
 MAZE | $577K | 0.41% | 0.04% | -3.3% | Q4 2025 |
 UNCY | $381K | 0.27% | 0.23% | -3.4% | Q3 2024 |
| Q4 2025 | |||||
| TERN | $25.7M | 17.48% | 0.57% | +26.7% | Q3 2022 |
| PRAX | $24.5M | 16.62% | 0.33% | +66.9% | Q4 2020 |
| CDTX | $19.7M | 13.37% | 0.28% | -37.0% | Q2 2015 |
| OCUL | $12.8M | 8.68% | 0.49% | -9.6% | Q2 2022 |
| WHWK | $8.25M | 5.60% | 7.23% | Not reported | Q3 2021 |
| DRUG | $6.59M | 4.48% | 1.11% | -0.5% | Q4 2024 |
| CMPX | $5.87M | 3.99% | 0.61% | +30.1% | Q3 2025 |
 JAZZ | $4.93M | 3.35% | 0.05% | +15.5% | Q1 2025 |
 INSM | $4.5M | 3.06% | 0.01% | -32.9% | Q1 2015 |
| ARGX | $4.08M | 2.77% | 0.01% | -24.0% | Q2 2017 |
| SRZN | $4.03M | 2.74% | 1.83% | Not reported | Q1 2025 |
| AMLX | $4.03M | 2.73% | 0.30% | Not reported | Q3 2025 |
| NERV | $2.85M | 1.94% | 1.64% | New | Q4 2025 |
| TNGX | $2.51M | 1.70% | 0.21% | New | Q4 2025 |
| TSHA | $2.5M | 1.70% | 0.16% | Not reported | Q3 2023 |
 ZYME | $2.11M | 1.43% | 0.11% | Not reported | Q3 2019 |
| OCS | $2.03M | 1.38% | Not reported | Not reported | Q1 2025 |
| DSGN | $1.42M | 0.96% | 0.25% | New | Q4 2025 |
 INBX | $1.29M | 0.88% | 0.11% | Not reported | Q3 2025 |
| UTHR | $1.12M | 0.76% | 0.01% | Not reported | Q3 2021 |
 VSTM | $1.11M | 0.75% | 0.18% | Not reported | Q1 2020 |
| MAZE | $829K | 0.56% | 0.04% | New | Q4 2025 |
| MLTX | $781K | 0.53% | 0.11% | Not reported | Q4 2022 |
| STRO | $780K | 0.53% | 0.79% | Not reported | Q4 2018 |
 DNTH | $689K | 0.47% | 0.04% | -33.2% | Q3 2025 |
| RVMD | $670K | 0.45% | 0.00% | Not reported | Q4 2023 |
| LBRX | $668K | 0.45% | 0.12% | Not reported | Q3 2025 |
 KTTA | $581K | 0.39% | 1.95% | New | Q4 2025 |
| UNCY | $346K | 0.23% | 0.27% | Not reported | Q3 2024 |
 NUVB | $30K | 0.02% | 0.03% | Not reported | Q1 2021 |
| Q3 2025 | |||||
| OCUL | $13.6M | 14.08% | 0.67% | +14.8% | Q2 2022 |
| CDTX | $13.6M | 14.01% | 0.48% | -21.2% | Q2 2015 |
| TRML | $12.8M | 13.27% | 1.04% | -5.4% | Q4 2023 |
| WHWK | $6.48M | 6.70% | 7.24% | Not reported | Q3 2021 |
| INSM | $5.56M | 5.74% | 0.02% | +4.1% | Q1 2015 |
| DRUG | $5.15M | 5.32% | 1.11% | +75.1% | Q4 2024 |
| ARGX | $4.7M | 4.86% | 0.01% | -4.8% | Q2 2017 |
| AMLX | $4.53M | 4.68% | 0.30% | New | Q3 2025 |
| TERN | $3.78M | 3.90% | 0.57% | +8.4% | Q3 2022 |
| JAZZ | $3.31M | 3.42% | 0.04% | -4.5% | Q1 2025 |
| CMPX | $2.94M | 3.04% | 0.47% | New | Q3 2025 |
| PRAX | $2.64M | 2.72% | 0.24% | -32.9% | Q4 2020 |
| SRZN | $2.3M | 2.38% | 2.08% | +5.0% | Q1 2025 |
 ASND | $1.95M | 2.01% | 0.02% | -56.6% | Q1 2015 |
 KRYS | $1.87M | 1.93% | 0.04% | Not reported | Q3 2021 |
| OCS | $1.79M | 1.85% | Not reported | -4.6% | Q1 2025 |
| TSHA | $1.49M | 1.54% | 0.17% | -6.4% | Q3 2023 |
 COGT | $1.48M | 1.53% | 0.07% | New | Q3 2025 |
| ZYME | $1.37M | 1.41% | 0.11% | -4.2% | Q3 2019 |
| VSTM | $1.27M | 1.31% | 0.21% | -4.6% | Q1 2020 |
| DNTH | $984K | 1.02% | 0.06% | New | Q3 2025 |
| UTHR | $963K | 0.99% | 0.01% | Not reported | Q3 2021 |
| INBX | $552K | 0.57% | 0.11% | New | Q3 2025 |
 FULC | $526K | 0.54% | 0.11% | -4.2% | Q3 2020 |
| LBRX | $474K | 0.49% | 0.12% | New | Q3 2025 |
| RVMD | $393K | 0.41% | 0.00% | -84.9% | Q4 2023 |
| UNCY | $262K | 0.27% | 0.29% | -4.6% | Q3 2024 |
| NUVB | $18.4K | 0.02% | 0.03% | Not reported | Q1 2021 |