Acuta Capital Partners, LLC 13F 持仓 · 2026年Q2
Acuta Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 1.43 亿美元。前几大持仓：PRAX（19.32%）、WHWK（14.96%）、TNGX（8.52%）。本季前 25 大持仓中：新建仓 5 只、增持 9 只、减持 6 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PRAX | PRAXIS PRECISION MEDICINES I | $27.7M | 19.32% | 82,796 | 减持 |
| 2 | WHWK | WHITEHAWK THERAPEUTICS INC | $21.5M | 14.96% | 4.7M | 增持 |
| 3 | TNGX | TANGO THERAPEUTICS INC | $12.2M | 8.52% | 390,949 | 减持 |
| 4 | STRO | SUTRO BIOPHARMA INC | $9.0M | 6.25% | 270,251 | 增持 |
| 5 | AVBP | ARRIVENT BIOPHARMA INC | $7.6M | 5.29% | 218,694 | 新建仓 |
| 6 | FDMT | 4D MOLECULAR THERAPEUTICS INC | $6.8M | 4.71% | 507,801 | 新建仓 |
| 7 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $6.5M | 4.54% | 92,745 | 减持 |
| 8 | OCUL | OCULAR THERAPEUTIX INC | $5.2M | 3.64% | 532,481 | 减持 |
| 9 | ERAS | ERASCA INC | $4.9M | 3.39% | 265,199 | 减持 |
| 10 | SRZN | SURROZEN INC | $4.5M | 3.14% | 173,395 | 增持 |
| 11 | ARGX | ARGEN SE - ADR | $4.4M | 3.04% | 4,705 | 增持 |
| 12 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $4.2M | 2.93% | 215,652 | 增持 |
| 13 | DSGN | DESIGN THERAPEUTICS INC | $4.1M | 2.85% | 282,564 | 增持 |
| 14 | NERV | MINERVA NEUROSCIENCES | $3.9M | 2.74% | 709,500 | 持平 |
| 15 | TSHA | TAYSHA GENE THERAPIES INC | $3.8M | 2.67% | 561,808 | 增持 |
| 16 | AVLN | AVALYN PHARMA INC | $3.8M | 2.64% | 115,000 | 新建仓 |
| 17 | AVTX | AVALO THERAPEUTICS INC | $3.4M | 2.40% | 186,308 | 增持 |
| 18 | AMLX | AMYLYX PHARMACEUTICALS INC | $3.0M | 2.10% | 168,115 | 增持 |
| 19 | ARTV | ARTIVA BIOTHERAPEUTICS INC | $2.5M | 1.76% | 260,416 | 新建仓 |
| 20 | CMPX | COMPASS THERAPEUTICS INC | $1.3M | 0.91% | 595,213 | 减持 |
| 21 | UTHR | UNITED THERAPEUTICS CORP | $1.2M | 0.84% | 2,224 | 持平 |
| 22 | CTNM | CONTINEUM THERAPEUTICS INC-A | $1.0M | 0.72% | 63,095 | 新建仓 |
| 23 | LBRX | LB PHARMACEUTICALS INC | $938,566 | 0.65% | 28,919 | 持平 |
| 24 | FDMT | 4D MOLECULAR THERAPEUTICS INC | $0 | 0.00% | 0 | 清仓 |
| 25 | IDYA | IDEAYA BIOSCIENCES INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR