Yu Fan
Latest statistics and disclosures from Yu Fan's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KMTS, CBLL, ALMS, IVA, WHWK, and represent 100.00% of Yu Fan's stock portfolio.
- Added to shares of these 1 stock: IVA (+$7.0M).
- Started 1 new stock position in IVA.
- Reduced shares in these 1 stock: CBLL (-$18M).
- Yu Fan was a net seller of stock by $-11M.
- Yu Fan has $92M in assets under management (AUM), dropping by 20.05%.
- Central Index Key (CIK): 0001668029
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Portfolio Holdings for Yu Fan
Yu Fan holds 5 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kestra Med Technologies SHS (KMTS) | 65.6 | $61M | 2.3M | 26.52 |
|
|
| Ceribell (CBLL) | 13.1 | $12M | -59% | 549k | 21.93 |
|
| Alumis (ALMS) | 8.4 | $7.7M | 790k | 9.76 |
|
|
| Inventiva Sa Ads (IVA) | 7.6 | $7.0M | NEW | 1.5M | 4.65 |
|
| Aadi Bioscience (WHWK) | 5.4 | $5.0M | 2.1M | 2.42 |
|
Past Filings by Yu Fan
SEC 13F filings are viewable for Yu Fan going back to 2020
- Yu Fan 2025 Q4 filed Feb. 18, 2026
- Yu Fan 2025 Q3 filed Nov. 14, 2025
- Yu Fan 2025 Q2 filed Aug. 14, 2025
- Yu Fan 2025 Q1 filed May 15, 2025
- Yu Fan 2024 Q4 filed Feb. 14, 2025
- Yu Fan 2024 Q3 filed Nov. 14, 2024
- Yu Fan 2024 Q2 filed Aug. 14, 2024
- Yu Fan 2024 Q1 filed May 15, 2024
- Yu Fan 2023 Q4 filed Feb. 14, 2024
- Yu Fan 2023 Q3 filed Nov. 14, 2023
- Yu Fan 2023 Q2 filed Aug. 14, 2023
- Yu Fan 2023 Q1 filed May 15, 2023
- Yu Fan 2022 Q4 filed Feb. 14, 2023
- Yu Fan 2022 Q3 filed Nov. 14, 2022
- Yu Fan 2022 Q2 filed Aug. 15, 2022
- Yu Fan 2022 Q1 filed May 16, 2022