ACORN CAPITAL ADVISORS, LLC

CIK: 0002054410SEC EDGAR →

Portfolio Value

$295.1M

Holdings

21

As of

Q4 2025

New Positions

1

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TERNS PHARMACEUTICALS INC

1,746,264$70.5M
23.90%
2

CG ONCOLOGY INC

1,131,501$47.0M
15.92%
3

UROGEN PHARMA LTD

1,448,420$33.9M
11.49%
4

TREVI THERAPEUTICS INC

2,144,844$26.9M
9.10%
5

PUMA BIOTECHNOLOGY INC

4,131,299$24.6M
8.33%
6

CANDEL THERAPEUTICS INC

2,580,517$14.6M
4.94%
7

CYBIN INC

1,573,023$12.9M
4.36%
8

VERASTEM INC

1,469,153$11.3M
3.84%
9

BICARA THERAPEUTICS

643,382$10.8M
3.67%
10

PROTARA THERAPEUTICS INC

1,752,115$9.3M
3.16%

Quarterly Changes

Top Buys

URGN↑ Increased
$8.8M
HELP↑ Increased
$8.6M
VSTM↑ Increased
$4.5M
LONANEW
$3.8M
JSPR↑ Increased
$22K

Top Sells

VYNE↓ Decreased
$199.4M
TERN↓ Decreased
$55.7M
QTTB↓ Decreased
$47K

New Positions (1)

$3.8M · 502K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare20$294.0M99.6%
Unknown1$1.1M0.4%