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Livermore
Livermore
ZHEN

Acuta Capital Partners, LLC

SEC CIK
0001582844
Latest filing
Aug 14, 2026

The latest 13F from Acuta Capital Partners, LLC covers Q2 2026 (filed Aug 14, 2026): 23 long positions worth $143.5M. The top 10 holdings make up 73.7% of the portfolio, and the largest is Praxis Precision Medicines, Inc. (PRAX) at 19.3%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$21.7M
Added
9
Est. +$11.8M
Reduced
6
Est. −$6.43M
Sold out
8
Est. −$37.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. PRAXPraxis Precision Medicines, Inc.
    19.3%$27.7MHistory
  2. WHWKWhitehawk Therapeutics, Inc.
    15.0%$21.5MHistory
  3. TNGXTango Therapeutics, Inc.
    8.5%$12.2MHistory
  4. STROSutro Biopharma, Inc.
    6.3%$8.97MHistory
  5. AVBPArriVent BioPharma, Inc.
    5.3%$7.60MHistory

Share of portfolio

Top 5 holdings and the other 18 positions, by share of portfolio value

  1. PRAX19.3%
  2. WHWK15.0%
  3. TNGX8.5%
  4. STRO6.3%
  5. AVBP5.3%
  6. Other 18 positions45.7%

Biggest buys

New and added positions, by estimated amount bought

  1. AVBPArriVent BioPharma, Inc.
    +$7.60MNewHistory
  2. FDMT4D Molecular Therapeutics, Inc.
    +$6.75MNewHistory
  3. WHWKWhitehawk Therapeutics, Inc.
    +$5.84MAddedHistory
  4. AVLNAvalyn Pharma Inc.
    +$3.79MNewHistory
  5. ARTVArtiva Biotherapeutics, Inc.
    +$2.53MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. WHWKWhitehawk Therapeutics, Inc.
    +6.59 pp8.4% → 15.0%History
  2. AVBPArriVent BioPharma, Inc.
    +5.29 pp0.0% → 5.3%History
  3. FDMT4D Molecular Therapeutics, Inc.
    +4.71 pp0.0% → 4.7%History
  4. AVLNAvalyn Pharma Inc.
    +2.64 pp0.0% → 2.6%History
  5. ARTVArtiva Biotherapeutics, Inc.
    +1.76 pp0.0% → 1.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. TERNTerns Pharmaceuticals, Inc.
    −$26.1MSold outHistory
  2. OCSOculis Holding AG
    −$2.61MSold outHistory
  3. RVMDRevolution Medicines, Inc.
    −$2.54MSold outHistory
  4. 4D Molecular Therapeutics IN35104E104
    −$2.26MSold out
  5. ERASErasca, Inc.
    −$1.64MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. TERNTerns Pharmaceuticals, Inc.
    −18.59 pp18.6% → 0.0%History
  2. CMPXCompass Therapeutics, Inc.
    −2.29 pp3.2% → 0.9%History
  3. OCSOculis Holding AG
    −1.86 pp1.9% → 0.0%History
  4. RVMDRevolution Medicines, Inc.
    −1.80 pp1.8% → 0.0%History
  5. 4D Molecular Therapeutics IN35104E104
    −1.60 pp1.6% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$143.5M
+$2.90M (+2.1%) vs. prior quarter
Positions
23
−3 vs. prior quarter
Top 10 concentration
73.7%
Top 10 as share of value
Turnover
23.6%
Q2 2026, one quarter
Average holding period
7.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $281.0M (Q3 2021)

Q1 2021: $277.3MQ2 2021: $233.5MQ3 2021: $281.0MQ4 2021: $237.9MQ1 2022: $210.2MQ2 2022: $178.8MQ3 2022: $224.8MQ4 2022: $162.5MQ1 2023: $128.5MQ2 2023: $147.6MQ3 2023: $137.5MQ4 2023: $177.6MQ1 2024: $153.9MQ2 2024: $118.6MQ3 2024: $123.5MQ4 2024: $99.4MQ1 2025: $86.2MQ2 2025: $71.6MQ3 2025: $96.8MQ4 2025: $147.3MQ1 2026: $140.6MQ2 2026: $143.5M
Q1 2021Q2 2026
13F filings of Acuta Capital Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202623$143.5MPRAXWHWKTNGXvs. Q1 2026SEC
Q1 2026May 15, 202626$140.6MPRAXTERNWHWKvs. Q4 2025SEC
Q4 2025Feb 17, 202630$147.3MTERNPRAXCDTXvs. Q3 2025SEC
Q3 2025Nov 14, 202528$96.8MOCULCDTXTRMLvs. Q2 2025SEC
Q2 2025Aug 14, 202528$71.6MOCULCDTXWHWKvs. Q1 2025SEC
Q1 2025May 15, 202534$86.2MOCULINSMTRMLvs. Q4 2024SEC
Q4 2024Feb 14, 202539$99.4MOCULINSMTRMLvs. Q3 2024SEC
Q3 2024Nov 14, 202441$123.5MPCVXOCULTRMLvs. Q2 2024SEC
Q2 2024Aug 14, 202432$118.6MOCULELVNPCVXvs. Q1 2024SEC
Q1 2024May 15, 202433$153.9MOCULPRAXMRSNvs. Q4 2023SEC
Q4 2023Feb 14, 202438$177.6MRYZBCBAYRCKTvs. Q3 2023SEC
Q3 2023Nov 14, 202342$137.5MTSHAAPLSWHWKvs. Q2 2023SEC
Q2 2023Aug 14, 202335$147.6MAPLSWHWKTERNvs. Q1 2023SEC
Q1 2023May 15, 202333$128.5MAPLSWHWKTERNvs. Q4 2022SEC
Q4 2022Feb 14, 202334$162.5MWHWKVRDNAPLSvs. Q3 2022SEC
Q3 2022Nov 14, 202246$224.8MAPLSWHWKBellus Health Inc Newvs. Q2 2022SEC
Q2 2022Aug 15, 202241$178.8MAPLSWHWKVTGNvs. Q1 2022SEC
Q1 2022May 16, 202238$210.2MAPLSWHWKVTGNvs. Q4 2021SEC
Q4 2021Feb 14, 202236$237.9MWHWKAPLSVTGNvs. Q3 2021SEC
Q3 2021Nov 15, 202146$281.0MWHWKVTGNISEEvs. Q2 2021SEC
Q2 2021Aug 16, 202137$233.5MVTGNCLDXAPLSvs. Q1 2021SEC
Q1 2021May 17, 202146$277.3MVTGNCLDXKURA–SEC

13D and 13G filings

Companies where Acuta Capital Partners, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Acuta Capital Partners, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
WHWKWhitehawk Therapeutics, Inc.13D/A9.00%4.84M shares+1.20 ppfrom 7.80%Sep 7, 20213 filingsMay 18, 2026SEC

Latest filings

15 filings on file made by Acuta Capital Partners, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Acuta Capital Partners, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
WHWKWhitehawk Therapeutics, Inc.May 18, 20267:03 PM ET13D/A9.00%4.84M shares+1.20 ppfrom 7.80%May 14, 2026SEC
WHWKWhitehawk Therapeutics, Inc.Jan 24, 20252:34 PM ET13D/A7.80%1.92M shares–Dec 19, 2024SEC
BCLS Acquisition Corp.Feb 14, 20233:26 PM ET13G/AOld format–––SEC
VTGNVistagen Therapeutics, Inc.Feb 14, 202313G/AOld format–––SEC
JYACJiya Acquisition Corp.Feb 14, 202313G/AOld format–––SEC
VTGNVistagen Therapeutics, Inc.Feb 15, 202213G/AOld format–––SEC
BCLS Acquisition Corp.Feb 15, 202213GOld format–New–SEC
LRMRLarimar Therapeutics, Inc.Feb 15, 202213G/AOld format–––SEC
GYREGyre Therapeutics, Inc.Feb 14, 202213G/AOld format–––SEC
WHWKWhitehawk Therapeutics, Inc.Sep 7, 202113DOld format–New–SEC
VTGNVistagen Therapeutics, Inc.Mar 22, 202113GOld format–––SEC
GYREGyre Therapeutics, Inc.Feb 16, 202113GOld format–New–SEC
VTGNVistagen Therapeutics, Inc.Feb 16, 202113GOld format–New–SEC
LRMRLarimar Therapeutics, Inc.Feb 16, 202113GOld format–New–SEC
JYACJiya Acquisition Corp.Feb 16, 202113GOld format–New–SEC