Understanding Acuta Capital Partners, LLC Q3 vs. Q4 2022 13F Holdings

Investing in the stock market can be an exciting yet daunting task, with various factors that can affect the returns of your investments. One of the critical factors that investors rely on is the 13F filings, which form the backbone of tracking portfolio changes in top investors. In this article, we will take a closer look at the Q3 vs. Q4 2022 13F holdings comparison for Acuta Capital Partners, LLC.

Acuta Capital Partners, LLC is a Delaware-based investment firm that focuses on the healthcare sector within the public equity markets. The company's investment strategy encompasses identifying companies with promising products, technologies, and services that will transform the healthcare industry. The company constantly updates its portfolio by selling off underperforming stocks and increasing its stakes in promising ventures.

Here are some notable changes in the company's portfolio in Q4 2022 compared to Q3 2022:

VIRIDIAN THERAPEUTICS INC (VRDN)

One of the most notable changes in Acuta Capital Partners' portfolio was its position in Viridian Therapeutics Inc. In Q4 2022, the company increased its stake in the biotechnology company by 9.14%, with an additional 33,765 shares, taking its total holdings to 396,500 shares. The company's holdings in Viridian are valued at $11,581, a significant increase from the $7,440 valuation in Q3 2022.

APELLIS PHARMACEUTICALS INC (APLS)

Acuta Capital Partners reduced its position in Apellis Pharmaceuticals Inc in Q4 2022. The company's stake in the biopharmaceutical company was reduced by 60.7%, with a reduction of 336,500 shares, taking its total holdings to 217,500 shares. The company's holdings in Apellis Pharmaceuticals are valued at $11,246, a significant decrease from the $37,838 valuation in Q3 2022.

UNITED THERAPEUTICS CORP DEL (UTHR)

Acuta Capital Partners increased its stake in United Therapeutics Corp Del in Q4 2022. The company's position in the biotechnology company was increased by 20%, with an additional 5,500 shares, taking its total holdings to 33,000 shares. The company's holdings in United Therapeutics are valued at $9,176, a significant increase from the $5,758 valuation in Q3 2022.

SAREPTA TEHRAPEUTICS INC (SRPT)

Acuta Capital Partners increased its stake in Sarepta Therapeutics Inc in Q4 2022. The company's position in the biotechnology company was increased by 62%, with an additional 26,000 shares, taking its total holdings to 67,500 shares. The company's holdings in Sarepta Therapeutics are valued at $8,746, a substantial increase from the $4,587 valuation in Q3 2022.

VAXCYTE INC (PCVX)

Acuta Capital Partners increased its stake in Vaxcyte Inc in Q4 2022. The company's position in the biotechnology company was increased by 70.6%, with an additional 59,500 shares, taking its total holdings to 144,500 shares. The company's holdings in Vaxcyte Inc are valued at $6,928, a significant increase from the $2,040 valuation in Q3 2022.

BELLUS HEALTH INC (BLU.TO)

Acuta Capital Partners reduced its position in Bellus Health Inc in Q4 2022. The company's stake in the biopharmaceutical company was reduced by 56%, with a reduction of 806,000 shares, taking its total holdings to 632,500 shares. The company's holdings in Bellus Health are valued at $5,199, a significant decrease from the $15,191 valuation in Q3 2022.

IMARA INC (IMRA)

Acuta Capital Partners opened a position in Imara Inc in Q4 2022 with 44,503 shares. The company's holdings in Imara Inc are valued at $182.

In conclusion, Acuta Capital Partners' investment strategy is focused on healthcare, with a portfolio that consists of various promising ventures poised for growth. The company's portfolio changes in Q4 2022 indicate the company's efforts to position itself favorably in some biotech companies, reducing its exposure to others, and opening a new position in Imara Inc. As always, investors and traders should analyze the changes in holdings of top funds and investors before making investment decisions.