Yu Fan
Latest statistics and disclosures from Yu Fan's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KMTS, CBLL, WHWK, ALMS, and represent 100.00% of Yu Fan's stock portfolio.
- Reduced shares in these 1 stock: CRGX.
- Sold out of its position in CRGX.
- Yu Fan was a net seller of stock by $-3.8M.
- Yu Fan has $77M in assets under management (AUM), dropping by 5.03%.
- Central Index Key (CIK): 0001668029
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Portfolio Holdings for Yu Fan
Yu Fan holds 4 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kestra Med Technologies SHS (KMTS) | 70.6 | $54M | 2.3M | 23.76 |
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| Ceribell (CBLL) | 20.2 | $16M | 1.4M | 11.49 |
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| Aadi Bioscience (WHWK) | 5.1 | $3.9M | 2.1M | 1.90 |
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| Alumis (ALMS) | 4.1 | $3.2M | 790k | 3.99 |
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Past Filings by Yu Fan
SEC 13F filings are viewable for Yu Fan going back to 2020
- 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
- Yu Fan 2021 Q4 filed Feb. 14, 2022