Yu Fan
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Yu Fan reported 6 stock positions worth $76.5 million. Its top holding was CG Oncology (CGON) at 65.1% of the portfolio, followed by Cargo Therapeutics (CRGX, 19.6%) and Alumis (ALMS, 13.7%). Compared with Q1 2024, it opened 4 new positions and sold out of 3. The biggest buy was a new position in CG Oncology (CGON) and the biggest sale an exit from Prenetics Global.
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, HONG KONG, K3
- CIK
- 0001668029
- Portfolio Value
- $76.5M (Q2 2024)
- SEC Filing
- 0000950123-24-008418 ↗ filed Aug 14, 2024
Holdings Value
Holdings 6 stocks · $76.5M
| CGON CG Oncology Inc. | 65.11% | 1,578,344 | $49.8M | New |
| CRGX Cargo Therapeutics Inc. | 19.57% | 912,000 | $15.0M | New |
| ALMS Alumis Inc. | 13.72% | 789,618 | $10.5M | New |
| CSTL Castle Biosciences Inc. | 1.05% | 36,747 | $800K | New |
| PYXS Pyxis Oncology Inc. | 0.30% | 69,303 | $229K | No change |
| SGMT Sagimet Biosciences Inc. Class A | 0.26% | 57,190 | $196K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| PRENETICS GLOBAL LTD | Sold out | 0.00% | −75.80 |
| AEGLEA BIOTHERAPEUTICS INC | Sold out | 0.00% | −22.68 |
| SONENDO INC | Sold out | 0.00% | −0.69 |
Portfolio Buys Q1 2024 → Q2 2024
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 |