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ACORN CAPITAL ADVISORS, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for ACORN CAPITAL ADVISORS, LLC with $197.0M in long positions as of Q3 2025, 90% allocated to Healthcare, and 88% concentrated in top 10 positions.
- Portfolio Value
- $197.0M
- Top 10 Concentration
- 88%
- Top Sector
- Healthcare (90%)
- US Exposure
- 98%
- Market Cap Focus
- Small Cap
- Countries
- 2
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
No industry data available
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 3 quarters
- Avg. Top 20
- 2.8 quarters
- Avg. All Positions
- 2.8 quarters
- Median Holding Period
- 3 quarters
- Longest Held
OnKure Therapeutics, Inc. Class A Common StockOKUR - 3 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 1.67%
- Avg. Position Weight
- 5.00%
- Largest Position
CG Oncology, Inc. Common stockCGON - 23.14%- Largest Ownership Stake
- OnKure Therapeutics, Inc. Class A Common StockOKUR - 20.99%
- Avg. Ownership Stake
- 3.83%
- Ownership Stake >5%
- 4
- Ownership Stake >1%
- 19
Historical (Since Q4 2024)
- Avg. New Position
- 4.28%
- Avg. Ownership Stake
- 4.02%
- Largest Position
- CG Oncology, Inc. Common stockCGON - 23.14% (Q3 2025)
- Largest Ownership Stake
- OnKure Therapeutics, Inc. Class A Common StockOKUR - 21.02% (Q2 2025)
Portfolio Turnover
No data available