ACUTA CAPITAL PARTNERS, LLC

CIK 0001582844 · Q2 2026

13F Equity AUM

$143.5M

+1.2% QoQ

Positions

-3 QoQ

AUM Rank

#7,205

Top 83%

Skill Alpha (FF)

+15.0%/yr^ns

No Clear Edge

Rank #228 · Top 3%

vs S&P +4.9%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 54.3%Top 10: 73.8%Top 20: 97.8%

PRAX19.3%

WHWK15.0%

TNGX8.5%

STRO6.3%

AVBP5.3%

FDMT4.7%

DRUG4.5%

OCUL3.6%

ERAS3.4%

SRZN3.1%

Others (13)26.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare97.4%

Unclassified2.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 23Median: 2.93%Avg: 4.35%

0–0.5%

0(0.0%)

0.5–1%

4(3.1%)

1–3%

8(20.1%)

3–5%

6(22.4%)

5%+

5(54.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 23vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New5Increased9Decreased6Exited8

New Positions

AVBP5.3%

+219K

FDMT4.7%

+508K

AVALYN PHARMA INC2.6%

+115K

ARTV1.8%

+260K

CTNM0.7%

+63K

Increased

WHWK15.0%

+1.3M(+37%)

DSGN2.9%

+137K(+94%)

AVTX2.4%

+126K(+206%)

TSHA2.7%

+122K(+28%)

MLTX2.9%

+24K(+12%)

AMLX2.1%

+17K(+11%)

STRO6.3%

+826(+0%)

SRZN3.1%

+548(+0%)

ARGX3.0%

+15(+0%)

Decreased

CMPX0.9%

-253,863(-30%)

ERAS3.4%

-89,376(-25%)

OCUL3.6%

-59,627(-10%)

TNGX8.5%

-50,882(-12%)

DRUG4.5%

-19,251(-17%)

PRAX19.3%

-2,105(-2%)

Exited

-495,772

-48,584

-98,339

-26,069

4D MOLECULAR THERAPE…

-242,255

TRDA

-89,358

MAZE

-19,335

UNCY

-57,959

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...