Yu Fan

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Yu Fan reported 8 stock positions worth $107.9 million. Its top holding was Kestra Medical Technologies (KMTS) at 53.8% of the portfolio, followed by Whitehawk Therapeutics (WHWK, 20.6%) and Alumis (ALMS, 6.6%). Compared with Q1 2026, it added to 1 and reduced 2. The biggest buy was Whitehawk Therapeutics (WHWK, shares +135%) and the biggest sale Alumis (ALMS, shares −67%).

Most Recent 13F
Q2 2026
Location
CENTRAL, HONG KONG, K3
CIK
0001668029
Portfolio Value
$107.9M (Q2 2026)
SEC Filing
0001193125-26-352356 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $72.5M Q1 2024 Q2 2024: $76.5M Q2 2024 Q3 2024: $32.5M Q3 2024 Q4 2024: $53.2M Q4 2024 Q1 2025: $97.3M Q1 2025 Q2 2025: $73.2M Q2 2025 Q3 2025: $76.9M Q3 2025 Q4 2025: $92.3M Q4 2025 Q1 2026: $97.0M Q1 2026 Q2 2026: $107.9M $107.9M Q2 2026

Holdings 8 stocks · $107.9M
KMTS Kestra Medical Technologies 53.81% 2,282,519 $58.1M No change
WHWK Whitehawk Therapeutics Inc. 20.63% 4,861,314 $22.3M Add +134.8%
ALMS Alumis Inc. 6.59% 252,672 $7.1M Reduce -67.5%
CBLL Ceribell Inc. 6.17% 342,398 $6.7M Reduce -37.7%
IVA Inventiva SA - ADR 5.25% 1,500,000 $5.7M No change
PMN Promis Neurosciences Inc. 4.02% 329,760 $4.3M No change
CATX Perspective Therapeutics Inc. 3.33% 1,055,409 $3.6M No change
ABTC American Bitcoin Corp. 0.19% 308,076 $210K No change

Portfolio Sells Q1 2026 → Q2 2026
ALMS Alumis Inc. Reduce -67.5% 6.59% −11.05
CBLL Ceribell Inc. Reduce -37.7% 6.17% −4.21

Portfolio Buys Q1 2026 → Q2 2026
WHWK Whitehawk Therapeutics Inc. Add +134.8% 20.63% +13.27

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$107.9MKMTS, WHWK, ALMS, CBLL, IVA
Q1 2026 8$97.0MKMTS, ALMS, CBLL, IVA, WHWK
Q4 2025 5$92.3MKMTS, CBLL, ALMS, IVA, WHWK
Q3 2025 4$76.9MKMTS, CBLL, WHWK, ALMS
Q2 2025 5$73.2MKMTS, CBLL, WHWK, CRGX, ALMS
Q1 2025 9$97.3MKMTS, CBLL, ALMS, CGON, CRGX
Q4 2024 7$53.2MCBLL, CRGX, ALMS, CGON, CSTL
Q3 2024 6$32.5MCRGX, ALMS, CGON, CSTL, PYXS
Q2 2024 6$76.5MCGON, CRGX, ALMS, CSTL, PYXS
Q1 2024 5$72.5MPRENETICS GLOBAL LTD, AEGLEA BIOTHERAPEUTICS INC, SONENDO INC, SGMT, PYXS