Acorn Capital Advisors, LLC holds a concentrated book of 22 stocks worth $351.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Jade Biosciences Inc and trimmed CG Oncology Inc. Their largest long position is Terns Pharmaceuticals Inc at 26% of the equity book. Cloning the disclosed picks since 2025 would be +105% (+63.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show ACORN CAPITAL ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning Acorn Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Acorn Capital Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 22 / 22 | $1.2B |
| MORGAN STANLEY | 22 / 22 | $464.4M |
| GEODE CAPITAL MANAGEMENT, LLC | 22 / 22 | $344.8M |
| UBS Group AG | 22 / 22 | $184.6M |
| VANGUARD GROUP INC | 21 / 22 | $779.0M |
| STATE STREET CORP | 21 / 22 | $420.7M |
| JPMORGAN CHASE & CO | 21 / 22 | $194.2M |
| NORTHERN TRUST CORP | 21 / 22 | $115.8M |
Ranked by how many of Acorn Capital Advisors, LLC's top 22 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Terns Pharmaceuticals Inc COM | $92.1M | 1.75M | 26.2% | —Held | |
| 2 | CG Oncology Inc COM | $76.6M | 1.13M | 21.8% | ▼−0.1% Reduced · −1K sh | |
| 3 | Urogen Pharma Ltd COM | $30.1M | 1.67M | 8.6% | ▲+16% Added · +225K sh | |
| 4 | Puma Biotechnology Inc COM | $26.4M | 4.13M | 7.5% | —Held | |
| 5 | Trevi Therapeutics Inc COM | $25.6M | 2.14M | 7.3% | —Held | |
| 6 | Candel Therapeutics Inc COM | $17.2M | 3.50M | 4.9% | ▲+36% Added · +917K sh | |
| 7 | Bicara Therapeutics COM | $12.8M | 643.4K | 3.6% | —Held | |
| 8 | Onkure Therapeutics Inc CLASS A COM | $11.8M | 2.84M | 3.3% | —Held | |
| 9 | Jade Biosceinces Inc COM NEW | $11.1M | 786.8K | 3.1% | ▲New New position | |
| 10 | Protara Therapeutics Inc COM STK | $9.1M | 1.75M | 2.6% | —Held | |
| 11 | Verastem Inc COM | $7.8M | 1.47M | 2.2% | —Held | |
| 12 | Helus Pharma Inc. COM STK | $7.4M | 1.54M | 2.1% | ▼−2.1% Reduced · −33K sh | |
| 13 | Leonabio, Inc. COMMON STOCK | $6.5M | 634.5K | 1.9% | ▲+26% Added · +133K sh | |
| 14 | Aura Biosciences Inc COM | $4.0M | 595.7K | 1.1% | —Held | |
| 15 | Whitehawk Therapeutics Inc COM | $3.9M | 1.14M | 1.1% | —Held | |
| 16 | Cardif Oncology Inc COM | $2.9M | 1.76M | 0.8% | ▼−10% Reduced · −200K sh | |
| 17 | Q32 Bio Inc. COM | $2.0M | 315.1K | 0.6% | ▼−36% Reduced · −178K sh | |
| 18 | Karyopharm Therapeutics Inc COMMON STOCK | $1.6M | 287.8K | 0.5% | ▲New New position | |
| 19 | Jasper Therapeutics COM | $1.2M | 1.41M | 0.4% | ▼−21% Reduced · −375K sh | |
| 20 | X4 Pharmaceuticals Inc COM | $967K | 234.0K | 0.3% | ▼−14% Reduced · −39K sh | |
| 21 | Bioatla Inc COM | $865K | 5.41M | 0.2% | ▲+12% Added · +571K sh | |
| 22 | Vyne Therapeutics Inc COM | $855 | 1.4K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 22 | $351.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 21 | $295.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 20 | $197.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 21 | $152.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 19, 2025 | 22 | $149.9M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | May 19, 2025 | 21 | $185.8M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.