ACUTA CAPITAL PARTNERS, LLC

REDWOOD CITY, CA · CIK 1582844 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityACUTA CAPITAL PARTNERS, LLC (US)

$143.5m reported value +2.1% vs Q1 2026

23positions

73.7%in top 10

4 new 10 added 6 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PRAXIS PRECISION MEDICINES I COM NEW PRAX	PRAX	82,796	$27.7m19.32%	19.32%	Reduced -2.1k	-2,105 -2.5%
2	AADI BIOSCIENCE INC COM WHWK	WHWK	4,685,912	$21.5m14.96%	14.96%	Added +1.3m	+1,275,510 37.4%
3	TANGO THERAPEUTICS INC COM TNGX	TNGX	390,949	$12.2m8.52%	8.52%	Reduced -50.9k	-50,882 -11.5%
4	SUTRO BIOPHARMA INC COM SHS STRO	STRO	270,251	$9.0m6.25%	6.25%	Added +826	+826 0.3%
5	ARRIVENT BIOPHARMA INC COM AVBP	AVBP	218,694	$7.6m5.29%	5.29%	New
6	4D MOLECULAR THERAPEUTICS IN COM FDMT	FDMT	507,801	$6.8m4.71%	4.71%	Added +265.5k	+265,546 109.6%
7	BRIGHT MINDS BIOSCIENCES INC COM NEW DRUG	DRUG	92,745	$6.5m4.54%	4.54%	Reduced -19.3k	-19,251 -17.2%
8	OCULAR THERAPEUTIX INC COM OCUL	OCUL	532,481	$5.2m3.64%	3.64%	Reduced -59.6k	-59,627 -10.1%
9	ERASCA INC COM ERAS	ERAS	265,199	$4.9m3.39%	3.39%	Reduced -89.4k	-89,376 -25.2%
10	SURROZEN INC COM NEW SRZN	SRZN	173,395	$4.5m3.14%	3.14%	Added +548	+548 0.3%
11	ARGENX SE SPONSORED ADR ARGX	ARGX	4,705	$4.4m3.04%	3.04%	Added +15	+15 0.3%
12	MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD MLTX	MLTX	215,652	$4.2m2.93%	2.93%	Added +23.9k	+23,892 12.5%
13	DESIGN THERAPEUTICS INC COM DSGN	DSGN	282,564	$4.1m2.85%	2.85%	Added +136.7k	+136,664 93.7%
14	MINERVA NEUROSCIENCES INC COM NEW NERV	NERV	709,500	$3.9m2.74%	2.74%	Unchanged
15	TAYSHA GENE THERAPIES INC COM SHS TSHA	TSHA	561,808	$3.8m2.67%	2.67%	Added +122.3k	+122,344 27.8%
16	AVALYN PHARMACEUTICALS INC COM SHS AVLN	AVLN	115,000	$3.8m2.64%	2.64%	New
17	AVALO THERAPEUTICS INC COM NEW AVTX	AVTX	186,308	$3.4m2.40%	2.40%	Added +125.5k	+125,500 206.4%
18	AMYLYX PHARMACEUTICALS INC COM AMLX	AMLX	168,115	$3.0m2.10%	2.10%	Added +17.0k	+17,048 11.3%
19	ARTIVA BIOTHERAPEUTICS INC COM ARTV	ARTV	260,416	$2.5m1.76%	1.76%	New
20	COMPASS THERAPEUTICS INC COM CMPX	CMPX	595,213	$1.3m0.91%	0.91%	Reduced -253.9k	-253,863 -29.9%
21	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	2,224	$1.2m0.84%	0.84%	Unchanged
22	CONTINEUM THERAPEUTICS INC CL A CTNM	CTNM	63,095	$1.0m0.72%	0.72%	New
23	LB PHARMACEUTICALS INC COM SHS LBRX	LBRX	28,919	$938.6k0.65%	0.65%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TERNS PHARMACEUTICALS INC		495,772	$26.1m495.8k shares
OCULIS HOLDING AG OCS	OCS	98,339	$2.6m98.3k shares
REVOLUTION MEDICINES INC RVMD	RVMD	26,069	$2.5m26.1k shares
IDEAYA BIOSCIENCES INC IDYA	IDYA	48,234	$1.6m48.2k shares
ENTRADA THERAPEUTICS INC TRDA	TRDA	89,358	$1.1m89.4k shares
MAZE THERAPEUTICS INC MAZE	MAZE	19,335	$577.1k19.3k shares
UNICYCIVE THERAPEUTICS INC UNCY	UNCY	57,959	$381.4k58.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
AADI BIOSCIENCE INC WHWK · 13D · filed 2026-05-18	WHWK	9.0%≈ $22.2m	+1.2 pts	13D	2026-05-18