ACORN CAPITAL ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$351,838
Net value change ($000)
+56,705 (19.2%)
New positions
2
Sold out positions
1
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CGON 29,600 63.0%
TERN 21,514 30.5%
JBIO 11,054 NEW
OKUR 3,521 42.8%
LONA 2,725 71.7%
CADL 2,630 18.0%
BCAX 1,969 18.2%
PBYI 1,818 7.4%
KPTI 1,603 NEW
WHWK 1,174 42.6%
Top Reduces (Value $000, Stocks/ETFs)
HELP -5,481 -42.6%
URGN -3,834 -11.3%
VSTM -3,555 -31.3%
CRDF -2,658 -48.2%
JSPR -2,027 -62.0%
BCAB -1,891 -68.6%
TRVI -1,265 -4.7%
ACRV -977 -100.0%
TARA -210 -2.2%
X4 Pharmaceuticals, Inc. -126 -11.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type