Yu Fan

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Yu Fan reported 4 stock positions worth $76.9 million. Its top holding was Kestra Medical Technologies (KMTS) at 70.6% of the portfolio, followed by Ceribell (CBLL, 20.2%) and Whitehawk Therapeutics (WHWK, 5.1%). Compared with Q2 2025, it sold out of 1. The biggest sale was an exit from Cargo Therapeutics (CRGX).

Most Recent 13F
Q2 2026
Location
CENTRAL, HONG KONG, K3
CIK
0001668029
Portfolio Value
$76.9M (Q3 2025)
SEC Filing
0001193125-25-283155 ↗ filed Nov 14, 2025

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 Q3 2024 Q4 2024: $53.2M Q4 2024 Q1 2025: $97.3M Q1 2025 Q2 2025: $73.2M Q2 2025 Q3 2025: $76.9M $76.9M Q3 2025 Q4 2025: $92.3M Q4 2025 Q1 2026: $97.0M Q1 2026 Q2 2026: $107.9M Q2 2026

Holdings 4 stocks · $76.9M
KMTS Kestra Medical Technologies 70.56% 2,282,519 $54.2M No change
CBLL Ceribell Inc. 20.23% 1,353,166 $15.5M No change
WHWK Whitehawk Therapeutics Inc. 5.12% 2,070,000 $3.9M No change
ALMS Alumis Inc. 4.10% 789,618 $3.2M No change

Portfolio Sells Q2 2025 → Q3 2025
CRGX Cargo Therapeutics Inc. Sold out 0.00% −5.13

Portfolio Buys Q2 2025 → Q3 2025
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