Yu Fan
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Yu Fan reported 9 stock positions worth $97.3 million. Its top holding was Kestra Medical Technologies (KMTS) at 58.5% of the portfolio, followed by Ceribell (CBLL, 24.1%) and Alumis (ALMS, 5.0%). Compared with Q4 2024, it opened 2 new positions. The biggest buy was a new position in Kestra Medical Technologies (KMTS).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, HONG KONG, K3
- CIK
- 0001668029
- Portfolio Value
- $97.3M (Q1 2025)
- SEC Filing
- 0000950123-25-005584 ↗ filed May 15, 2025
Holdings Value
Holdings 9 stocks · $97.3M
| KMTS Kestra Medical Technologies | 58.45% | 2,282,519 | $56.9M | New |
| CBLL Ceribell Inc. | 24.13% | 1,222,202 | $23.5M | No change |
| ALMS Alumis Inc. | 4.98% | 789,618 | $4.8M | No change |
| CGON CG Oncology Inc. | 4.11% | 163,456 | $4.0M | No change |
| CRGX Cargo Therapeutics Inc. | 3.82% | 912,000 | $3.7M | No change |
| WHWK Whitehawk Therapeutics Inc. | 3.79% | 2,070,000 | $3.7M | New |
| CSTL Castle Biosciences Inc. | 0.46% | 22,503 | $451K | No change |
| SGMT Sagimet Biosciences Inc. Class A | 0.19% | 57,190 | $186K | No change |
| PYXS Pyxis Oncology Inc. | 0.07% | 69,303 | $68K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
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 |