Yu Fan — 13F Holdings & Portfolio
CIK 1668029 · latest 13F-HR filed 2026-05-18
Yu Fan manages $97.0M in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are KMTS (46.89%), ALMS (17.64%), CBLL (10.38%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 0, added to 3, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$97.0M
Long-equity book
8
Distinct positions
2026-03-31
Filed 2026-05-18
+3 / −0 / ↑3 / ↓2
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALUMIS INC$9.4M +122.1%
- WHITEHAWK THERAPEUTICS INC$2.1M +42.6%
- INVENTIVA SA$1.4M +19.4%
New Positions
- PERSPECTIVE THERAPEUTICS INC$4.4M
- PROMIS NEUROSCIENCES INC$4.2M
- AMERICAN BITCOIN CORP.$284.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | KESTRA MED TECHNOLOGIES LTD | KMTS | G52441105 | $45.5M | 46.89% | 2,282,519 | SH |
| 2 | ALUMIS INC | ALMS | 022307102 | $17.1M | 17.64% | 776,845 | SH |
| 3 | CERIBELL INC | CBLL | 15678C102 | $10.1M | 10.38% | 549,448 | SH |
| 4 | INVENTIVA SA | IVA | 46124U107 | $8.3M | 8.58% | 1,500,000 | SH |
| 5 | WHITEHAWK THERAPEUTICS INC | WHWK | 00032Q104 | $7.1M | 7.36% | 2,070,000 | SH |
| 6 | PERSPECTIVE THERAPEUTICS INC | CATX | 46489V302 | $4.4M | 4.54% | 1,055,409 | SH |
| 7 | PROMIS NEUROSCIENCES INC | PMN | 74346M505 | $4.2M | 4.32% | 329,760 | SH |
| 8 | AMERICAN BITCOIN CORP. | ABTC | 02462A104 | $284.8K | 0.29% | 308,076 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-18 | $97.0M | 8 | 0001193125-26-227546 |
| 2025-12-31 | 2026-02-18 | $92.3M | 5 | 0001193125-26-055455 |
| 2025-09-30 | 2025-11-14 | $76.9M | 4 | 0001193125-25-283155 |