StockDriftsStockDriftsTop 19 Acorn Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGON | CG ONCOLOGY INC | 21.94% | 1.13M | $80.4M | +0.09%(+999) | $33.24(+128.31%) | 2026-06-30 | |
| URGN | UROGEN PHARMA LTD | 16.8% | 1.67M | $61.6M | +0.00%(+0) | $14.02(+247.86%) | 2026-06-30 | |
| TRVI | TREVI THERAPEUTICS INC | 10.92% | 2.14M | $40.0M | +0.00%(+0) | $3.83(+367.48%) | 2026-06-30 | |
| CADL | CANDEL THERAPEUTICS INC | 9.83% | 3.50M | $36.0M | +0.00%(+0) | $6.82(+64.65%) | 2026-06-30 | |
| PBYI | PUMA BIOTECHNOLOGY INC | 9.14% | 4.13M | $33.5M | +0.00%(+0) | $2.82(+208.60%) | 2026-06-30 | |
| JBIO | JADE BIOSCEINCES INC | 5.98% | 986.8K | $21.9M | +25.42%(+200.00K) | $15.35(+55.13%) | 2026-06-30 | |
| BCAX | BICARA THERAPEUTICS | 5.21% | 643.4K | $19.1M | -0.00%(-1) | $21.44(+14.20%) | 2026-06-30 | |
| KPTI | KARYOPHARM THERAPEUTICS INC | 4.05% | 1.52M | $14.8M | +427.44%(+1.23M) | $7.33(-73.27%) | 2026-06-30 | |
| OKUR | ONKURE THERAPEUTICS INC | 3.53% | 2.84M | $12.9M | +0.00%(+0) | $8.18(-52.19%) | 2026-06-30 | |
| HELP | HELUS PHARMA INC. | 2.78% | 1.54M | $10.2M | +0.00%(+0) | $7.88(+45.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +77.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +42.27% |
Acorn Capital Advisors LLC reports $366.46M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are CGON (21.9%), URGN (16.8%) and TRVI (10.9%). The top 20 holdings account for 99.38% of reported assets. Its disclosed equity book has returned +77.74% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Acorn Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054410). View Acorn Capital Advisors LLC’s 13F filings on SEC