Yu Fan

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Yu Fan reported 6 stock positions worth $32.5 million. Its top holding was Cargo Therapeutics (CRGX) at 51.8% of the portfolio, followed by Alumis (ALMS, 26.0%) and CG Oncology (CGON, 19.0%). Compared with Q2 2024, it reduced 2. The biggest sale was CG Oncology (CGON, shares −90%).

Most Recent 13F
Q2 2026
Location
CENTRAL, HONG KONG, K3
CIK
0001668029
Portfolio Value
$32.5M (Q3 2024)
SEC Filing
0000950123-24-011471 ↗ filed Nov 14, 2024

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 $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 Q2 2026

Holdings 6 stocks · $32.5M
CRGX Cargo Therapeutics Inc. 51.80% 912,000 $16.8M No change
ALMS Alumis Inc. 25.96% 789,618 $8.4M No change
CGON CG Oncology Inc. 18.99% 163,456 $6.2M Reduce -89.6%
CSTL Castle Biosciences Inc. 1.98% 22,503 $642K Reduce -38.8%
PYXS Pyxis Oncology Inc. 0.78% 69,303 $254K No change
SGMT Sagimet Biosciences Inc. Class A 0.49% 57,190 $158K No change

Portfolio Sells Q2 2024 → Q3 2024
CGON CG Oncology Inc. Reduce -89.6% 18.99% −46.12
CSTL Castle Biosciences Inc. Reduce -38.8% 1.98% +0.93

Portfolio Buys Q2 2024 → Q3 2024
None this quarter.

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