StockDriftsStockDriftsTop 22 Acuta Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | 19.32% | 82.8K | $27.7M | -2.48%(-2.10K) | $93.04(+294.25%) | 2026-06-30 | |
| WHWK | WHITEHAWK THERAPEUTICS INC | 14.96% | 4.69M | $21.5M | +37.40%(+1.28M) | $11.72(-61.96%) | 2026-06-30 | |
| TNGX | TANGO THERAPEUTICS INC | 8.52% | 390.9K | $12.2M | -11.52%(-50.88K) | $10.88(+134.88%) | 2026-06-30 | |
| STRO | SUTRO BIOPHARMA INC | 6.25% | 270.3K | $9.0M | +0.31%(+826) | $16.25(+26.04%) | 2026-06-30 | |
| AVBP | ARRIVENT BIOPHARMA INC | 5.29% | 218.7K | $7.6M | new | $27.88(+5.87%) | 2026-06-30 | |
| FDMT | 4D MOLECULAR THERAPEUTICS INC | 4.71% | 507.8K | $6.8M | new | $9.73(+25.31%) | 2026-06-30 | |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | 4.54% | 92.7K | $6.5M | -17.19%(-19.25K) | $40.60(+88.28%) | 2026-06-30 | |
| OCUL | OCULAR THERAPEUTIX INC | 3.64% | 532.5K | $5.2M | -10.07%(-59.63K) | $6.28(+59.98%) | 2026-06-30 | |
| ERAS | ERASCA INC | 3.39% | 265.2K | $4.9M | -25.21%(-89.38K) | $9.95(+84.72%) | 2026-06-30 | |
| SRZN | SURROZEN INC | 3.14% | 173.4K | $4.5M | +0.32%(+548) | $12.95(+85.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +31.14% | +125.53% | +5.16% | +28.60% |
| Top 20 Holdings Unweighted | +49.06% | +231.17% | +17.13% | +120.49% |
Acuta Capital Partners LLC reports $143.49M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are PRAX (19.3%), WHWK (15.0%) and TNGX (8.5%). The top 20 holdings account for 96% of reported assets. Its disclosed equity book has returned +125.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Acuta Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1582844). View Acuta Capital Partners LLC’s 13F filings on SEC