Yu Fan
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Yu Fan reported 7 stock positions worth $53.2 million. Its top holding was Ceribell (CBLL) at 59.4% of the portfolio, followed by Cargo Therapeutics (CRGX, 24.7%) and Alumis (ALMS, 11.7%). Compared with Q3 2024, it opened 1 new position. The biggest buy was a new position in Ceribell (CBLL).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, HONG KONG, K3
- CIK
- 0001668029
- Portfolio Value
- $53.2M (Q4 2024)
- SEC Filing
- 0000950123-25-002400 ↗ filed Feb 14, 2025
Holdings Value
Holdings 7 stocks · $53.2M
| CBLL Ceribell Inc. | 59.41% | 1,222,202 | $31.6M | New |
| CRGX Cargo Therapeutics Inc. | 24.70% | 912,000 | $13.2M | No change |
| ALMS Alumis Inc. | 11.66% | 789,618 | $6.2M | No change |
| CGON CG Oncology Inc. | 2.41% | 163,456 | $1.3M | No change |
| CSTL Castle Biosciences Inc. | 1.13% | 22,503 | $600K | No change |
| SGMT Sagimet Biosciences Inc. Class A | 0.48% | 57,190 | $257K | No change |
| PYXS Pyxis Oncology Inc. | 0.20% | 69,303 | $108K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| None this quarter. | |||
Portfolio Buys Q3 2024 → Q4 2024
| CBLL Ceribell Inc. | New | 59.41% | +59.41 |
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 |