Q4 2025 · 13F-HR
ACUTA CAPITAL PARTNERS, LLCholdings as filed
Filed 2026-02-17 · accession 0001104659-26-016119
$147.3M
Reported value
30
Positions
2025-12-31
Period end
The Brief · ACUTA CAPITAL PARTNERS, LLC · Q4 2025
AI · grounded in 13F
ACUTA CAPITAL PARTNERS, LLC closed its position in Tourmaline Bio Inc TRML, reducing exposure by $12.84M. The fund established new positions in Minerva Neurosciences NERV for $2.85M and Tango Therapeutics Inc TNGX for $2.51M. Additionally, the manager increased its holdings in Praxis Precision Medicines I PRAX by 66.9% and Compass Therapeutics Inc CMPX by 30.1%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $25.7M | 17.5% | 637,095 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $24.5M | 16.6% | 83,036 | Common | SOLE |
| 171757206 | CDTX | CIDARA THERAPEUTICS INC | $19.7M | 13.4% | 89,145 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $12.8M | 8.68% | 1,052,995 | Common | SOLE |
| 00032Q104 | WHWK | WHITEHAWK THERAPEUTICS INC | $8.3M | 5.60% | 3,410,402 | Common | SOLE |
| 10919W405 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $6.6M | 4.48% | 84,477 | Common | SOLE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $5.9M | 3.99% | 1,093,300 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $4.9M | 3.35% | 29,008 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $4.5M | 3.06% | 25,878 | Common | SOLE |
| 04016X101 | ARGX | ARGEN SE - ADR | $4.1M | 2.77% | 4,851 | Common | SOLE |
| 86889P208 | SRZN | SURROZEN INC | $4.0M | 2.74% | 178,415 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $4.0M | 2.73% | 333,258 | Common | SOLE |
| 603380205 | NERV | MINERVA NEUROSCIENCES | $2.9M | 1.94% | 709,500 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $2.5M | 1.70% | 282,732 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $2.5M | 1.70% | 454,827 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $2.1M | 1.43% | 80,143 | Common | SOLE |
| H5870P102 | OCS | OCULIS HOLDING AG | $2.0M | 1.38% | 101,777 | Common | SOLE |
| 25056L103 | DSGN | DESIGN THERAPEUTICS INC | $1.4M | 0.96% | 150,906 | Common | SOLE |
| 45720N103 | INBX | INHIBRX BIOSCIENCES INC | $1.3M | 0.88% | 16,377 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $1.1M | 0.76% | 2,296 | Common | SOLE |
| 92337C203 | VSTM | VERASTEM INC | $1.1M | 0.75% | 143,446 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $828,600 | 0.56% | 20,000 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $781,310 | 0.53% | 59,280 | Common | SOLE |
| 869367201 | STRO | SUTRO BIOPHARMA INC | $780,408 | 0.53% | 67,451 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $688,537 | 0.47% | 16,708 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $669,936 | 0.45% | 8,411 | Common | SOLE |
| 50180M108 | LBRX | LB PHARMACEUTICALS INC | $667,800 | 0.45% | 30,000 | Common | SOLE |
| 70261F202 | KTTA | PASITHEA THERAPEUTICS CORP | $580,500 | 0.39% | 450,000 | Common | SOLE |
| 90466Y202 | UNCY | UNICYCIVE THERAPEUTICS INC | $346,113 | 0.23% | 59,985 | Common | SOLE |
| 67080N119 | NUVB/WS | NUVATION BIO INC -CW27 | $29,975 | 0.02% | 90,832 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.