Yu Fan
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Yu Fan reported 5 stock positions worth $72.5 million. Its top holding was Prenetics Global at 75.8% of the portfolio, followed by Aeglea Biotherapeutics (22.7%) and Sonendo (0.7%). Compared with Q4 2023, it opened 3 new positions and sold out of 2. The biggest buy was a new position in Prenetics Global and the biggest sale an exit from Cargo Therapeutics (CRGX).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, HONG KONG, K3
- CIK
- 0001668029
- Portfolio Value
- $72.5M (Q1 2024)
- SEC Filing
- 0000950123-24-005233 ↗ filed May 15, 2024
Holdings Value
Holdings 5 stocks · $72.5M
| PRENETICS GLOBAL LTD | 75.80% | 1,252,438 | $55.0M | New |
| AEGLEA BIOTHERAPEUTICS INC filed as CASTLE BIOSCIENCES INC | 22.68% | 737,000 | $16.4M | New |
| SONENDO INC | 0.69% | 22,503 | $498K | New |
| SGMT Sagimet Biosciences Inc. Class A | 0.43% | 57,190 | $310K | No change |
| PYXS Pyxis Oncology Inc. | 0.41% | 69,303 | $295K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| PRENETICS GLOBAL LTD | New | 75.80% | +75.80 |
| AEGLEA BIOTHERAPEUTICS INC | New | 22.68% | +22.68 |
| SONENDO INC | New | 0.69% | +0.69 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $107.9M | KMTS, WHWK, ALMS, CBLL, IVA |
| Q1 2026 | 8 | $97.0M | KMTS, ALMS, CBLL, IVA, WHWK |
| Q4 2025 | 5 | $92.3M | KMTS, CBLL, ALMS, IVA, WHWK |
| Q3 2025 | 4 | $76.9M | KMTS, CBLL, WHWK, ALMS |
| Q2 2025 | 5 | $73.2M | KMTS, CBLL, WHWK, CRGX, ALMS |
| Q1 2025 | 9 | $97.3M | KMTS, CBLL, ALMS, CGON, CRGX |
| Q4 2024 | 7 | $53.2M | CBLL, CRGX, ALMS, CGON, CSTL |
| Q3 2024 | 6 | $32.5M | CRGX, ALMS, CGON, CSTL, PYXS |
| Q2 2024 | 6 | $76.5M | CGON, CRGX, ALMS, CSTL, PYXS |
| Q1 2024 | 5 | $72.5M | PRENETICS GLOBAL LTD, AEGLEA BIOTHERAPEUTICS INC, SONENDO INC, SGMT, PYXS |