Acorn Capital Advisors, LLC
Net seller this quarter
$366M
20
-$75.6M
90.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CGON | $80.4M | 21.94% | 1.28% | +0.1% | Q4 2024 |
 URGN | $61.6M | 16.80% | 3.42% | Not reported | Q4 2024 |
 TRVI | $40M | 10.92% | 1.51% | Not reported | Q4 2024 |
 CADL | $36M | 9.83% | 4.60% | Not reported | Q4 2024 |
 PBYI | $33.5M | 9.14% | 8.08% | Not reported | Q4 2024 |
 JBIO | $21.9M | 5.98% | 1.55% | +25.4% | Q1 2026 |
| BCAX | $19.1M | 5.21% | 0.98% | 0.0% | Q4 2024 |
 KPTI | $14.8M | 4.05% | 6.69% | +427.4% | Q1 2026 |
 OKUR | $12.9M | 3.53% | 7.03% | Not reported | Q4 2024 |
 HELP | $10.2M | 2.78% | 2.98% | Not reported | Q4 2024 |
 TARA | $6.69M | 1.83% | 2.97% | Not reported | Q4 2024 |
 AURA | $6.6M | 1.80% | 0.90% | +56.0% | Q1 2025 |
 LONA | $5.83M | 1.59% | 6.73% | Not reported | Q4 2025 |
 VSTM | $5.61M | 1.53% | 1.62% | Not reported | Q4 2024 |
 WHWK | $5.22M | 1.42% | 2.00% | Not reported | Q4 2024 |
 QTTB | $2.75M | 0.75% | 0.91% | -31.4% | Q4 2024 |
 ENGN | $2.2M | 0.60% | 1.90% | New | Q2 2026 |
 JSPR | $604K | 0.16% | 5.12% | +1.9% | Q3 2025 |
| BCAB | $448K | 0.12% | 6.50% | 0.0% | Q4 2024 |
 VYNE | $926 | 0.00% | Not reported | Not reported | Q4 2024 |
| Q1 2026 | |||||
| TERN | $92.1M | 26.17% | 1.51% | Not reported | Q4 2024 |
| CGON | $76.6M | 21.77% | 1.28% | -0.1% | Q4 2024 |
| URGN | $30.1M | 8.55% | 3.44% | +15.5% | Q4 2024 |
| PBYI | $26.4M | 7.50% | 8.12% | Not reported | Q4 2024 |
| TRVI | $25.6M | 7.27% | 1.67% | Not reported | Q4 2024 |
| CADL | $17.2M | 4.89% | 4.77% | +35.6% | Q4 2024 |
| BCAX | $12.8M | 3.64% | 0.98% | Not reported | Q4 2024 |
| OKUR | $11.8M | 3.34% | 20.77% | Not reported | Q4 2024 |
| JBIO | $11.1M | 3.14% | 1.59% | New | Q1 2026 |
| TARA | $9.13M | 2.59% | 3.18% | Not reported | Q4 2024 |
| VSTM | $7.79M | 2.21% | 1.67% | Not reported | Q4 2024 |
| HELP | $7.39M | 2.10% | 2.98% | -2.1% | Q4 2024 |
| LONA | $6.52M | 1.85% | 6.76% | +26.5% | Q4 2025 |
| AURA | $3.99M | 1.13% | 0.93% | Not reported | Q1 2025 |
| WHWK | $3.93M | 1.12% | 2.41% | Not reported | Q4 2024 |
 CRDF | $2.85M | 0.81% | 2.58% | -10.2% | Q4 2024 |
| QTTB | $2.02M | 0.57% | 2.15% | -36.2% | Q4 2024 |
| KPTI | $1.6M | 0.46% | 1.28% | New | Q1 2026 |
| JSPR | $1.24M | 0.35% | 5.04% | -21.0% | Q3 2025 |
 XFOR | $967K | 0.27% | 0.25% | -14.4% | Q4 2024 |
| BCAB | $865K | 0.25% | 325.76% | +11.8% | Q4 2024 |
| VYNE | $855 | 0.00% | Not reported | Not reported | Q4 2024 |
| Q4 2025 | |||||
| TERN | $70.5M | 23.90% | 1.55% | -11.4% | Q4 2024 |
| CGON | $47M | 15.92% | 1.40% | Not reported | Q4 2024 |
| URGN | $33.9M | 11.49% | 3.00% | +15.0% | Q4 2024 |
| TRVI | $26.9M | 9.10% | 1.67% | Not reported | Q4 2024 |
| PBYI | $24.6M | 8.33% | 8.20% | Not reported | Q4 2024 |
| CADL | $14.6M | 4.94% | 4.70% | Not reported | Q4 2024 |
| HELP | $12.9M | 4.36% | 7.28% | +114.2% | Q4 2024 |
| VSTM | $11.3M | 3.84% | 1.89% | +88.5% | Q4 2024 |
| BCAX | $10.8M | 3.67% | 1.14% | Not reported | Q4 2024 |
| TARA | $9.34M | 3.16% | 3.27% | Not reported | Q4 2024 |
| OKUR | $8.24M | 2.79% | 849.31% | Not reported | Q4 2024 |
| CRDF | $5.51M | 1.87% | 2.87% | Not reported | Q4 2024 |
| LONA | $3.8M | 1.29% | 5.37% | New | Q4 2025 |
| JSPR | $3.27M | 1.11% | 6.38% | +29.2% | Q3 2025 |
| AURA | $3.25M | 1.10% | 0.94% | Not reported | Q1 2025 |
| WHWK | $2.76M | 0.93% | 2.42% | Not reported | Q4 2024 |
| BCAB | $2.76M | 0.93% | 380.93% | Not reported | Q4 2024 |
| QTTB | $1.64M | 0.56% | 3.84% | -38.6% | Q4 2024 |
| XFOR | $1.09M | 0.37% | 0.30% | Not reported | Q4 2024 |
 ACRV | $977K | 0.33% | 1.28% | Not reported | Q4 2024 |
| VYNE | $827 | 0.00% | Not reported | -99.8% | Q4 2024 |
| Q3 2025 | |||||
| CGON | $45.6M | 23.14% | 1.45% | Not reported | Q4 2024 |
| URGN | $25.1M | 12.76% | 2.69% | Not reported | Q4 2024 |
| PBYI | $21.9M | 11.14% | 8.20% | Not reported | Q4 2024 |
| TRVI | $19.6M | 9.96% | 1.67% | Not reported | Q4 2024 |
| TERN | $14.8M | 7.52% | 2.25% | Not reported | Q4 2024 |
| CADL | $13.2M | 6.68% | 4.70% | Not reported | Q4 2024 |
| BCAX | $10.2M | 5.16% | 1.18% | Not reported | Q4 2024 |
| OKUR | $7.81M | 3.96% | 849.31% | Not reported | Q4 2024 |
| TARA | $7.62M | 3.87% | 4.54% | Not reported | Q4 2024 |
| VSTM | $6.88M | 3.49% | 1.17% | Not reported | Q4 2024 |
| HELP | $4.31M | 2.19% | 3.40% | Not reported | Q4 2024 |
| CRDF | $4.04M | 2.05% | 2.92% | +39.3% | Q4 2024 |
| AURA | $3.68M | 1.87% | 0.95% | Not reported | Q1 2025 |
| BCAB | $3.34M | 1.69% | 8.22% | Not reported | Q4 2024 |
| JSPR | $3.29M | 1.67% | 4.94% | New | Q3 2025 |
| WHWK | $2.16M | 1.10% | 2.42% | Not reported | Q4 2024 |
| QTTB | $1.59M | 0.81% | 6.53% | Not reported | Q4 2024 |
| XFOR | $935K | 0.47% | 1.09% | +77.8% | Q4 2024 |
| ACRV | $733K | 0.37% | 1.28% | Not reported | Q4 2024 |
| VYNE | $199K | 0.10% | Not reported | -20.4% | Q4 2024 |