Yu Fan

Latest statistics and disclosures from Yu Fan's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are KMTS, WHWK, ALMS, CBLL, IVA, and represent 92.45% of Yu Fan's stock portfolio.
  • Added to shares of these 1 stock: WHWK (+$13M).
  • Reduced shares in these 2 stocks: ALMS (-$15M), CBLL.
  • Yu Fan was a net seller of stock by $-6.0M.
  • Yu Fan has $108M in assets under management (AUM), dropping by 11.24%.
  • Central Index Key (CIK): 0001668029

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Positions held by Yu Fan consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Yu Fan

Yu Fan holds 8 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kestra Med Technologies SHS (KMTS) 53.8 $58M 2.3M 25.44
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Aadi Bioscience (WHWK) 20.6 $22M +134% 4.9M 4.58
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Alumis (ALMS) 6.6 $7.1M -67% 253k 28.14
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Ceribell (CBLL) 6.2 $6.7M -37% 342k 19.45
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Inventiva Sa Ads (IVA) 5.3 $5.7M 1.5M 3.78
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Promis Neurosciences Com Shs (PMN) 4.0 $4.3M 330k 13.16
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Perspective Therapeutics Com New (CATX) 3.3 $3.6M 1.1M 3.41
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American Bitcoin Corp. Com Cl A (ABTC) 0.2 $210k 308k 0.68
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Past Filings by Yu Fan

SEC 13F filings are viewable for Yu Fan going back to 2020

View all past filings