ACORN CAPITAL ADVISORS, LLC — 13F holdings

ACORN CAPITAL ADVISORS, LLC reported 20 holdings worth $366M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CGON CG ONCOLOGY INC — $80.4M (21.9%)
2. URGN UROGEN PHARMA LTD — $61.6M (16.8%)
3. TRVI TREVI THERAPEUTICS INC — $40.0M (10.9%)
4. CADL CANDEL THERAPEUTICS INC — $36.0M (9.8%)
5. PBYI PUMA BIOTECHNOLOGY INC — $33.5M (9.1%)
6. JBIO JADE BIOSCIENCES INC — $21.9M (6.0%)
7. BCAX BICARA THERAPEUTICS INC — $19.1M (5.2%)
8. KPTI KARYOPHARM THERAPEUTICS INC — $14.8M (4.0%)
9. OKUR ONKURE THERAPEUTICS INC — $12.9M (3.5%)
10. CYBIN INC — $10.2M (2.8%)