Acorn Capital Advisors
NEW YORK, NYfiles as ACORN CAPITAL ADVISORS, LLC
$366m in 20 US stocks at the end of 30 June 2026. The top 10 are 90.2% of the money. It changed about 29.3% of the portfolio this quarter.
Value
$366m
Stocks
20
Top 10 share
90.2%
Turnover
29.3%
What changed this quarter
New
Bought for the first time this quarter.
- enGene TherapeuticsENGN0.6% of the fund
Added
Bought more of a stock they already held.
- Jade BiosciencesJBIO6.0% of the fund+25%
- Karyopharm TherapeuticsKPTI4.0% of the fund+427%
- Aura BiosciencesAURA1.8% of the fund+56%
Cut
Sold some of their stake.
- Q32 BioQTTB0.8% of the fund-31%
- BioAtlaBCAB0.1% of the fund-98%
Sold out
Sold their entire stake.
- Terns Pharmaceuticals-100%
- Cardiff OncologyCRDF-100%
- X4 PharmaceuticalsXFOR-100%
Holdings
- Helus PharmaHELP
- Share
- 2.8%
- Value
- $10m
- Shares
- 1,540,266
Held
- Vyne Therapeutics
- Share
- <0.1%
- Value
- $926
- Shares
- 1,425
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| CG OncologyCGON | 21.9% | $80m | 1,131,500 | Held |
| UroGen PharmaURGN | 16.8% | $62m | 1,673,420 | Held |
| Trevi TherapeuticsTRVI | 10.9% | $40m | 2,144,844 | Held |
| Candel TherapeuticsCADL | 9.8% | $36m | 3,497,948 | Held |
| Puma BiotechnologyPBYI | 9.1% | $34m | 4,131,299 | Held |
| Jade BiosciencesJBIO | 6.0% | $22m | 986,760 | +25% |
| Bicara TherapeuticsBCAX | 5.2% | $19m | 643,381 | Held |
| Karyopharm TherapeuticsKPTI | 4.0% | $15m | 1,518,113 | +427% |
| OnKure TherapeuticsOKUR | 3.5% | $13m | 2,839,674 | Held |
| Helus PharmaHELP | 2.8% | $10m | 1,540,266 | Held |
| Protara TherapeuticsTARA | 1.8% | $7m | 1,752,115 | Held |
| Aura BiosciencesAURA | 1.8% | $7m | 929,077 | +56% |
| LeonaBioLONA | 1.6% | $6m | 634,539 | Held |
| VerastemVSTM | 1.5% | $6m | 1,469,153 | Held |
| Whitehawk TherapeuticsWHWK | 1.4% | $5m | 1,139,363 | Held |
| Q32 BioQTTB | 0.8% | $3m | 216,171 | -31% |
| enGene TherapeuticsENGN | 0.6% | $2m | 1,271,257 | New |
| Jasper TherapeuticsJSPR | 0.2% | $604,027 | 1,438,159 | Held |
| BioAtlaBCAB | 0.1% | $447,645 | 108,126 | -98% |
| Vyne Therapeutics | <0.1% | $926 | 1,425 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 139.7% since 30 June 2025.
Where the money is
Health care100.0%
Other0.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.