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ACUTA CAPITAL PARTNERS, LLC · 13F 持仓分析
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ACUTA CAPITAL PARTNERS, LLC

No.8298 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.43亿
环比变动 Q1 2026
+$173.6万+1.2%
持仓股票数
23
新买入
5
加仓
9
减仓
6
清仓
8
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PRAXIS PRECISION MEDICINES IPRAX
19.32%19.3%$2,771.9万8.3万股$2,735.4万8.5万股-2,105股-2.48%减仓
WWHITEHAWK THERAPEUTICSWHWK
14.96%8.3%$2,146.1万468.6万股$1,176.6万341.0万股+127.6万股+37.40%加仓
TTANGO THERAPEUTICSTNGX
8.52%6.52%$1,222.1万39.1万股$924.3万44.2万股-5.1万股-11.52%减仓
SSUTRO BIOPHARMASTRO
6.25%4.73%$897.2万27.0万股$671.1万26.9万股+826股+0.31%加仓
AARRIVENT BIOPHARMAAVBP
5.29%$759.7万21.9万股$00股+21.9万股新买入
4D MOLECULAR THERAPEUTICS INFDMT
4.71%$675.4万50.8万股$00股+50.8万股新买入
BBRIGHT MINDS BIOSCIENCESDRUG
4.54%5.76%$651.1万9.3万股$817.2万11.2万股-1.9万股-17.19%减仓
OOCULAR THERAPEUTIXOCUL
3.64%3.54%$522.9万53.2万股$501.5万59.2万股-6.0万股-10.07%减仓
EERASCAERAS
3.39%4.05%$485.8万26.5万股$573.7万35.5万股-8.9万股-25.21%减仓
SurrozenSRZN
3.14%3.55%$450.0万17.3万股$503.5万17.3万股+548股+0.32%加仓
ARGENX SPONSORED ADRARGX
3.04%2.42%$436.5万4,705股$342.5万4,690股+15股+0.32%加仓
MMOONLAKE IMMUNOTHERAPEUTICSMLTX
2.93%2.52%$419.9万21.6万股$357.4万19.2万股+2.4万股+12.46%加仓
DESIGN THERAPEUTICS INC COMDSGN
2.85%1.1%$408.9万28.3万股$155.2万14.6万股+13.7万股+93.67%加仓
MMINERVA NEUROSCIENCESNERV
2.74%3.02%$393.8万71.0万股$427.5万71.0万股00.00%持仓不变
TAYSHA GENE THERAPIESTSHA
2.67%1.39%$382.6万56.2万股$196.4万43.9万股+12.2万股+27.84%加仓
AAVALYN PHARMACEUTICALS INCAVLN
2.64%$378.6万11.5万股$00股+11.5万股新买入
AVALO THERAPEUTICSAVTX
2.4%0.64%$344.3万18.6万股$90.8万6.1万股+12.6万股+206.39%加仓
AAMYLYX PHARMACEUTICALSAMLX
2.1%1.48%$301.9万16.8万股$210.0万15.1万股+1.7万股+11.29%加仓
AARTIVA BIOTHERAPEUTICSARTV
1.76%$252.6万26.0万股$00股+26.0万股新买入
CCOMPASS THERAPEUTICSCMPX
0.91%3.17%$130.4万59.5万股$449.2万84.9万股-25.4万股-29.90%减仓
United TherapeuticsUTHR
0.84%0.93%$120.5万2,224股$131.9万2,224股00.00%持仓不变
CONTINEUM THERAPEUTICSCTNM
0.72%$103.4万6.3万股$00股+6.3万股新买入
LLB PHARMACEUTICALSLBRX
0.65%0.5%$93.9万2.9万股$71.3万2.9万股00.00%持仓不变

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