Institutional Manager · CIK 0001582844
ACUTA CAPITAL PARTNERS, LLC
Redwood City, CA · File #028-16527
Latest AUM
$147.3M
Positions
30
Top-10 Concentration
79.4%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | TOURMALINE BIO INC | 89157D105 | -268,451 | -$12.8M | $0 |
| REDUCE | CIDARA THERAPEUTICS INC | 171757206 | -52,384 | -$11.6M | +$17.7M |
| ADD | PRAXIS PRECISION MEDICINES I | PRAX | +33,285 | +$9.8M | +$12.0M |
| ADD | TERNS PHARMACEUTICALS INC | TERN | +134,298 | +$5.4M | +$16.5M |
| NEW | MINERVA NEUROSCIENCES | NERV | +709,500 | +$2.9M | $0 |
| NEW | TANGO THERAPEUTICS INC | TNGX | +282,732 | +$2.5M | $0 |
| REDUCE | INSMED INC | INSM | -12,714 | -$2.2M | +$1.2M |
| EXITED | ASCENDIS PHA-ADR | 04351P101 | -9,792 | -$1.9M | $0 |
| EXITED | KRYSTAL BIOTECH INC | 501147102 | -10,573 | -$1.9M | $0 |
| EXITED | COGENT BIOSCIENCES INC | 19240Q201 | -102,907 | -$1.5M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202530 pos · $147.3M
- 13F HOLDINGS REPORTQ/E Sep 202528 pos · $96.8M
- 13F HOLDINGS REPORTQ/E Jun 202528 pos · $71.6M
- 13F HOLDINGS REPORTQ/E Mar 202534 pos · $86.2M
- 13F HOLDINGS REPORTQ/E Dec 202439 pos · $99.4M
- 13F HOLDINGS REPORTQ/E Sep 202441 pos · $123.5M
- 13F HOLDINGS REPORTQ/E Jun 202433 pos · $118.7M
- 13F HOLDINGS REPORTQ/E Mar 202433 pos · $153.9M
- 13F HOLDINGS REPORTQ/E Dec 202346 pos · $149.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TERNS PHARMACEUTICALS INC | TERN | 637,095 | $25.7M | 17.48% |
| 2 | PRAXIS PRECISION MEDICINES I | PRAX | 83,036 | $24.5M | 16.62% |
| 3 | CIDARA THERAPEUTICS INC | 171757206 | 89,145 | $19.7M | 13.37% |
| 4 | OCULAR THERAPEUTIX INC | OCUL | 1,052,995 | $12.8M | 8.68% |
| 5 | WHITEHAWK THERAPEUTICS INC | WHWK | 3,410,402 | $8.3M | 5.60% |
| 6 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 84,477 | $6.6M | 4.48% |
| 7 | COMPASS THERAPEUTICS INC | CMPX | 1,093,300 | $5.9M | 3.99% |
| 8 | JAZZ PHARMACEUTICALS PLC | JAZZ | 29,008 | $4.9M | 3.35% |
| 9 | INSMED INC | INSM | 25,878 | $4.5M | 3.06% |
| 10 | ARGEN SE - ADR | ARGX | 4,851 | $4.1M | 2.77% |
| 11 | SURROZEN INC | SRZNW | 178,415 | $4.0M | 2.74% |
| 12 | AMYLYX PHARMACEUTICALS INC | AMLX | 333,258 | $4.0M | 2.73% |
| 13 | MINERVA NEUROSCIENCES | NERV | 709,500 | $2.9M | 1.94% |
| 14 | TANGO THERAPEUTICS INC | TNGX | 282,732 | $2.5M | 1.70% |
| 15 | TAYSHA GENE THERAPIES INC | TSHA | 454,827 | $2.5M | 1.70% |
| 16 | ZYMEWORKS INC | ZYME | 80,143 | $2.1M | 1.43% |
| 17 | OCULIS HOLDING AG | OCSAW | 101,777 | $2.0M | 1.38% |
| 18 | DESIGN THERAPEUTICS INC | DSGN | 150,906 | $1.4M | 0.96% |
| 19 | INHIBRX BIOSCIENCES INC | INBX | 16,377 | $1.3M | 0.88% |
| 20 | UNITED THERAPEUTICS CORP | UTHR | 2,296 | $1.1M | 0.76% |