Yu Fan

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

  • Top 5 stock holdings are KMTS, ALMS, CBLL, IVA, WHWK, and represent 90.85% of Yu Fan's stock portfolio.
  • Added to shares of these 3 stocks: CATX, PMN, ABTC.
  • Started 3 new stock positions in ABTC, PMN, CATX.
  • Reduced shares in these 1 stock: ALMS.
  • Yu Fan was a net buyer of stock by $8.6M.
  • Yu Fan has $97M in assets under management (AUM), dropping by 5.14%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kestra Med Technologies SHS (KMTS) 46.9 $46M 2.3M 19.93
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Alumis (ALMS) 17.6 $17M 777k 22.03
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Ceribell (CBLL) 10.4 $10M 549k 18.33
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Inventiva Sa Ads (IVA) 8.6 $8.3M 1.5M 5.55
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Aadi Bioscience (WHWK) 7.4 $7.1M 2.1M 3.45
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Perspective Therapeutics Com New (CATX) 4.5 $4.4M NEW 1.1M 4.17
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Promis Neurosciences Com Shs (PMN) 4.3 $4.2M NEW 330k 12.70
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American Bitcoin Corp. Com Cl A (ABTC) 0.3 $285k NEW 308k 0.92
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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