Acorn Capital Advisors, LLC 13F 持仓 · 2026年Q2
Acorn Capital Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 20 只证券,申报市值合计 3.66 亿美元。前几大持仓:CGON(21.94%)、URGN(16.80%)、TRVI(10.92%)。本季前 25 大持仓中:新建仓 1 只、增持 5 只、减持 3 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGON | CG ONCOLOGY INC | $80.4M | 21.94% | 1.1M | 增持 |
| 2 | URGN | UROGEN PHARMA LTD | $61.6M | 16.80% | 1.7M | 持平 |
| 3 | TRVI | TREVI THERAPEUTICS INC | $40.0M | 10.92% | 2.1M | 持平 |
| 4 | CADL | CANDEL THERAPEUTICS INC | $36.0M | 9.83% | 3.5M | 持平 |
| 5 | PBYI | PUMA BIOTECHNOLOGY INC | $33.5M | 9.14% | 4.1M | 持平 |
| 6 | JBIO | JADE BIOSCEINCES INC | $21.9M | 5.98% | 986,760 | 增持 |
| 7 | BCAX | BICARA THERAPEUTICS | $19.1M | 5.21% | 643,381 | 减持 |
| 8 | KPTI | KARYOPHARM THERAPEUTICS INC | $14.8M | 4.05% | 1.5M | 增持 |
| 9 | OKUR | ONKURE THERAPEUTICS INC | $12.9M | 3.53% | 2.8M | 持平 |
| 10 | HELP | HELUS PHARMA INC. | $10.2M | 2.78% | 1.5M | 持平 |
| 11 | TARA | PROTARA THERAPEUTICS INC | $6.7M | 1.83% | 1.8M | 持平 |
| 12 | AURA | AURA BIOSCIENCES INC | $6.6M | 1.80% | 929,077 | 增持 |
| 13 | LONA | LEONABIO, INC. | $5.8M | 1.59% | 634,539 | 持平 |
| 14 | VSTM | VERASTEM INC | $5.6M | 1.53% | 1.5M | 持平 |
| 15 | WHWK | WHITEHAWK THERAPEUTICS INC | $5.2M | 1.42% | 1.1M | 持平 |
| 16 | QTTB | Q32 BIO INC. | $2.8M | 0.75% | 216,171 | 减持 |
| 17 | ENGN | EUGENE THERAPEUTICS | $2.2M | 0.60% | 1.3M | 新建仓 |
| 18 | JSPR | JASPER THERAPEUTICS | $604,027 | 0.16% | 1.4M | 增持 |
| 19 | BCAB | BIOATLA INC | $447,645 | 0.12% | 108,126 | 减持 |
| 20 | CRDF | CARDIF ONCOLOGY INC | $0 | 0.00% | 0 | 清仓 |
| 21 | TERN | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | 清仓 |
| 22 | VYNE | VYNE THERAPEUTICS INC | $926 | 0.00% | 1,425 | 持平 |
| 23 | XFOR | X4 PHARMACEUTICALS INC | $0 | 0.00% | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR