ACUTA CAPITAL PARTNERS, LLC
REDWOOD CITY CA · SEC CIK 0001582844
$1.43亿2026Q2 申报市值
23持仓数
73.7%前十大占比 · 第一大 19.3%
5 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVBP 新建仓+$759.74万
FDMT 新建仓+$675.38万
WHWK 加仓+$584.18万
AVLN 新建仓+$378.58万
ARTV 新建仓+$252.60万
2026Q2 卖出最多 按季末市值估算
TERNS PHARMACEUT 清仓-$2,613.71万
OCS 清仓-$261.48万
RVMD 清仓-$253.52万
4D MOLECULAR THE 清仓-$225.54万
ERAS 减仓-$163.74万
2026Q2 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 | $2,771.93万 | 19.32% | 82,796 | -2,105 | -2.5% | -$70.47万 | 减仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $2,146.15万 | 14.96% | 4,685,912 | 1,275,510 | 37.4% | $584.18万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $1,222.11万 | 8.52% | 390,949 | -50,882 | -11.5% | -$159.06万 | 减仓 |
| STRO | SUTRO BIOPHARMA INC | $897.23万 | 6.25% | 270,251 | 826 | 0.3% | $2.74万 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $759.74万 | 5.29% | 218,694 | 218,694 | — | $759.74万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC | $675.38万 | 4.71% | 507,801 | 507,801 | — | $675.38万 | 新建仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $651.07万 | 4.54% | 92,745 | -19,251 | -17.2% | -$135.14万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $522.90万 | 3.64% | 532,481 | -59,627 | -10.1% | -$58.55万 | 减仓 |
| ERAS | ERASCA INC | $485.84万 | 3.39% | 265,199 | -89,376 | -25.2% | -$163.74万 | 减仓 |
| SRZN | SURROZEN INC | $449.96万 | 3.14% | 173,395 | 548 | 0.3% | $1.42万 | 加仓 |
| ARGX | ARGEN SE - ADR | $436.52万 | 3.04% | 4,705 | 15 | 0.3% | $1.39万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $419.87万 | 2.93% | 215,652 | 23,892 | 12.5% | $46.52万 | 加仓 |
| DSGN | DESIGN THERAPEUTICS INC | $408.87万 | 2.85% | 282,564 | 136,664 | 93.7% | $197.75万 | 加仓 |
| NERV | MINERVA NEUROSCIENCES | $393.77万 | 2.74% | 709,500 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $382.59万 | 2.67% | 561,808 | 122,344 | 27.8% | $83.32万 | 加仓 |
| AVLN | AVALYN PHARMA INC | $378.58万 | 2.64% | 115,000 | 115,000 | — | $378.58万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $344.30万 | 2.40% | 186,308 | 125,500 | 206.4% | $231.92万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $301.93万 | 2.10% | 168,115 | 17,048 | 11.3% | $30.62万 | 加仓 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $252.60万 | 1.76% | 260,416 | 260,416 | — | $252.60万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $130.35万 | 0.91% | 595,213 | -253,863 | -29.9% | -$55.60万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $120.50万 | 0.84% | 2,224 | 0 | 0.0% | — | 不变 |
| CTNM | CONTINEUM THERAPEUTICS INC-A | $103.41万 | 0.72% | 63,095 | 63,095 | — | $103.41万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $93.86万 | 0.65% | 28,919 | 0 | 0.0% | — | 不变 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -495,772 | -100.0% | -$2,613.71万 | 清仓 |
| OCS | OCULIS HOLDING AG | $0 | 0.00% | 0 | -98,339 | -100.0% | -$261.48万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -26,069 | -100.0% | -$253.52万 | 清仓 |
| — | 4D MOLECULAR THERAPEUTICS INC | $0 | 0.00% | 0 | -242,255 | -100.0% | -$225.54万 | 清仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $0 | 0.00% | 0 | -48,234 | -100.0% | -$160.72万 | 清仓 |
| IDYA | IDEAYA BIOSCIENCES INC 看涨期权 | $0 | 0.00% | 0 | -350 | -100.0% | -$116.62万 | 清仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $0 | 0.00% | 0 | -89,358 | -100.0% | -$112.77万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -19,335 | -100.0% | -$57.72万 | 清仓 |
| — | UNICYCIVE THERAPEUTICS INC | $0 | 0.00% | 0 | -57,959 | -100.0% | -$38.14万 | 清仓 |