ACUTA CAPITAL PARTNERS, LLC
REDWOOD CITY CA · SEC CIK 0001582844
$1.42亿2026Q1 申报市值
27持仓数
77.4%前十大占比 · 第一大 19.3%
6 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ERAS 新建仓+$573.70万
STRO 加仓+$503.12万
TNGX 加仓+$332.84万
MLTX 加仓+$246.94万
4D MOLECULAR THE 新建仓+$225.54万
2026Q1 卖出最多 按季末市值估算
CIDARA THERAPEUT 清仓-$1,969.12万
TERNS PHARMACEUT 减仓-$745.05万
JAZZ 清仓-$493.14万
INSM 清仓-$450.38万
OCUL 减仓-$390.37万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | $2,735.43万 | 19.30% | 84,901 | 1,865 | 2.2% | $60.09万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $2,613.71万 | 18.44% | 495,772 | -141,323 | -22.2% | -$745.05万 | 减仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $1,176.59万 | 8.30% | 3,410,402 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $924.31万 | 6.52% | 441,831 | 159,099 | 56.3% | $332.84万 | 加仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $817.23万 | 5.76% | 111,996 | 27,519 | 32.6% | $200.81万 | 加仓 |
| STRO | SUTRO BIOPHARMA INC | $671.14万 | 4.73% | 269,425 | 201,974 | 299.4% | $503.12万 | 加仓 |
| ERAS | ERASCA INC | $573.70万 | 4.05% | 354,575 | 354,575 | — | $573.70万 | 新建仓 |
| SRZN | SURROZEN INC | $503.50万 | 3.55% | 172,847 | -5,568 | -3.1% | -$16.22万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $501.52万 | 3.54% | 592,108 | -460,887 | -43.8% | -$390.37万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $449.16万 | 3.17% | 849,076 | -244,224 | -22.3% | -$129.19万 | 减仓 |
| NERV | MINERVA NEUROSCIENCES | $427.47万 | 3.02% | 709,500 | 0 | 0.0% | — | 不变 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $357.44万 | 2.52% | 191,760 | 132,480 | 223.5% | $246.94万 | 加仓 |
| ARGX | ARGEN SE - ADR | $342.49万 | 2.42% | 4,690 | -161 | -3.3% | -$11.76万 | 减仓 |
| OCS | OCULIS HOLDING AG | $261.48万 | 1.84% | 98,339 | -3,438 | -3.4% | -$9.14万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $253.52万 | 1.79% | 26,069 | 17,658 | 209.9% | $171.72万 | 加仓 |
| — | 4D MOLECULAR THERAPEUTICS INC | $225.54万 | 1.59% | 242,255 | 242,255 | — | $225.54万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $209.98万 | 1.48% | 151,067 | -182,191 | -54.7% | -$253.25万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $196.44万 | 1.39% | 439,464 | -15,363 | -3.4% | -$6.87万 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $160.72万 | 1.13% | 48,234 | 48,234 | — | $160.72万 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC | $155.24万 | 1.10% | 145,900 | -5,006 | -3.3% | -$5.33万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $131.88万 | 0.93% | 2,224 | -72 | -3.1% | -$4.27万 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC 看涨期权 | $116.62万 | 0.82% | 350 | 350 | — | $116.62万 | 新建仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $112.77万 | 0.80% | 89,358 | 89,358 | — | $112.77万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $90.79万 | 0.64% | 60,808 | 60,808 | — | $90.79万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $71.31万 | 0.50% | 28,919 | -1,081 | -3.6% | -$2.67万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $57.72万 | 0.41% | 19,335 | -665 | -3.3% | -$1.99万 | 减仓 |
| — | UNICYCIVE THERAPEUTICS INC | $38.14万 | 0.27% | 57,959 | -2,026 | -3.4% | -$1.33万 | 减仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -89,145 | -100.0% | -$1,969.12万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -29,008 | -100.0% | -$493.14万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -25,878 | -100.0% | -$450.38万 | 清仓 |
| ZYME | ZYMEWORKS INC | $0 | 0.00% | 0 | -80,143 | -100.0% | -$211.02万 | 清仓 |
| INBX | INHIBRX BIOSCIENCES INC | $0 | 0.00% | 0 | -16,377 | -100.0% | -$129.38万 | 清仓 |
| VSTM | VERASTEM INC | $0 | 0.00% | 0 | -143,446 | -100.0% | -$110.74万 | 清仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | -16,708 | -100.0% | -$68.85万 | 清仓 |
| — | PASITHEA THERAPEUTICS CORP | $0 | 0.00% | 0 | -450,000 | -100.0% | -$58.05万 | 清仓 |
| — | NUVATION BIO INC -CW27 | $0 | 0.00% | 0 | -90,832 | -100.0% | -$3.00万 | 清仓 |