Yu Fan
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Yu Fan reported 5 stock positions worth $73.2 million. Its top holding was Kestra Medical Technologies (KMTS) at 51.7% of the portfolio, followed by Ceribell (CBLL, 34.6%) and Whitehawk Therapeutics (WHWK, 5.3%). Compared with Q1 2025, it sold out of 4 and added to 1. The biggest buy was Ceribell (CBLL, shares +11%) and the biggest sale an exit from CG Oncology (CGON).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, HONG KONG, K3
- CIK
- 0001668029
- Portfolio Value
- $73.2M (Q2 2025)
- SEC Filing
- 0000950123-25-008426 ↗ filed Aug 14, 2025
Holdings Value
Holdings 5 stocks · $73.2M
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| CBLL Ceribell Inc. | Add +10.7% | 34.63% | +10.50 |
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 |