1y return+163.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $214 against $143 in the S&P 500.2
Acuta Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PRAXPraxis Precision Medicines I | $27.7M | 19.3% | −2.5% |
| WHWKWhitehawk Therapeutics Inc | $21.5M | 15.0% | +37.4% |
| TNGXTango Therapeutics Inc | $12.2M | 8.5% | −11.5% |
| STROSutro Biopharma Inc | $9.0M | 6.3% | |
| AVBPArrivent Biopharma Inc | $7.6M | 5.3% | New |
| FDMT4d Molecular Therapeutics Inc | $6.8M | 4.7% | New |
| DRUGBright Minds Biosciences Inc | $6.5M | 4.5% | −17.2% |
| OCULOcular Therapeutix Inc | $5.2M | 3.6% | −10.1% |
| ERASErasca Inc | $4.9M | 3.4% | −25.2% |
| SRZNSurrozen Inc | $4.5M | 3.1% | |
| ARGXArgen Se - Adr | $4.4M | 3.0% | |
| MLTXMoonlake Immunotherapeutics | $4.2M | 2.9% | +12.5% |
| DSGNDesign Therapeutics Inc | $4.1M | 2.8% | +93.7% |
| NERVMinerva Neurosciences | $3.9M | 2.7% | |
| TSHATaysha Gene Therapies Inc | $3.8M | 2.7% | +27.8% |
| AVLNAvalyn Pharma Inc | $3.8M | 2.6% | New |
| AVTXAvalo Therapeutics Inc | $3.4M | 2.4% | +206.4% |
| AMLXAmylyx Pharmaceuticals Inc | $3.0M | 2.1% | +11.3% |
| ARTVArtiva Biotherapeutics Inc | $2.5M | 1.8% | New |
| CMPXCompass Therapeutics Inc | $1.3M | 0.9% | −29.9% |
| UTHRUnited Therapeutics Corp | $1.2M | 0.8% | |
| CTNMContineum Therapeutics Inc-a | $1.0M | 0.7% | New |
| LBRXLb Pharmaceuticals Inc | $939K | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TNGXTango Therapeutics Inc | December 31, 2025 | +252.8% | $12.2M |
| TSHATaysha Gene Therapies Inc | June 30, 2025 | +194.8% | $3.8M |
| STROSutro Biopharma Inc | December 31, 2025 | +186.9% | $9.0M |
| SRZNSurrozen Inc | March 31, 2025 | +122.6% | $4.5M |
| OCULOcular Therapeutix Inc | December 31, 2023 | +120.2% | $5.2M |
| ARGXArgen Se - Adr | June 30, 2024 | +115.7% | $4.4M |
| LBRXLb Pharmaceuticals Inc | September 30, 2025 | +105.5% | $939K |
| DRUGBright Minds Biosciences Inc | December 31, 2024 | +94.9% | $6.5M |
| DSGNDesign Therapeutics Inc | December 31, 2025 | +54.3% | $4.1M |
| MLTXMoonlake Immunotherapeutics | December 31, 2025 | +47.7% | $4.2M |
Sold off last quarter
- Terns Pharmaceuticals IncCUSIP 880881107 was $26.1M
- Oculis Holding AgCUSIP H5870P102 was $2.6M
- RVMDRevolution Medicines Inc was $2.5M
- 4d Molecular Therapeutics IncCUSIP 35104E104 was $2.3M
- IDYAIdeaya Biosciences Inc was $1.6M
- TRDAEntrada Therapeutics Inc was $1.1M
- MAZEMaze Therapeutics Inc was $577K
- UNCYUnicycive Therapeutics Inc was $381K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | +13.6% | −4.6% |
| December 31, 2025 | +43.3% | +2.4% |
| September 30, 2025 | +47.1% | +7.8% |
| June 30, 2025 | +9.9% | +10.5% |
| March 31, 2025 | −18.9% | −4.6% |
| December 31, 2024 | −10.6% | +2.1% |
| September 30, 2024 | +17.4% | +5.4% |
| June 30, 2024 | −13.0% | +4.0% |
| December 31, 2023 | +27.0% | +11.2% |
| September 30, 2023 | −17.9% | −3.6% |
| June 30, 2023 | +13.8% | +8.3% |
| March 31, 2023 | −8.4% | +7.0% |
| December 31, 2022 | −3.1% | +7.1% |
| September 30, 2022 | +20.2% | −5.3% |
| June 30, 2022 | −20.3% | −16.5% |
| March 31, 2022 | −14.8% | −4.9% |
| December 31, 2021 | −10.5% | +10.7% |
| September 30, 2021 | +11.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Acuta Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1582844&type=13F-HR&dateb=&owner=include&count=40CIK 1582844
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1582844/000110465926096822/Filed August 14, 2026 · accession 0001104659-26-096822