Yu Fan
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), Yu Fan reported 8 stock positions worth $97.0 million. Its top holding was Kestra Medical Technologies (KMTS) at 46.9% of the portfolio, followed by Alumis (ALMS, 17.6%) and Ceribell (CBLL, 10.4%). Compared with Q4 2025, it opened 3 new positions and reduced 1. The biggest buy was a new position in Perspective Therapeutics (CATX) and the biggest sale Alumis (ALMS, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, HONG KONG, K3
- CIK
- 0001668029
- Portfolio Value
- $97.0M (Q1 2026)
- SEC Filing
- 0001193125-26-227546 ↗ filed May 18, 2026
Holdings Value
Holdings 8 stocks · $97.0M
| KMTS Kestra Medical Technologies | 46.89% | 2,282,519 | $45.5M | No change |
| ALMS Alumis Inc. | 17.64% | 776,845 | $17.1M | Reduce -1.6% |
| CBLL Ceribell Inc. | 10.38% | 549,448 | $10.1M | No change |
| IVA Inventiva SA - ADR | 8.58% | 1,500,000 | $8.3M | No change |
| WHWK Whitehawk Therapeutics Inc. | 7.36% | 2,070,000 | $7.1M | No change |
| CATX Perspective Therapeutics Inc. | 4.54% | 1,055,409 | $4.4M | New |
| PMN Promis Neurosciences Inc. | 4.32% | 329,760 | $4.2M | New |
| ABTC American Bitcoin Corp. | 0.29% | 308,076 | $285K | New |
Portfolio Sells Q4 2025 → Q1 2026
| ALMS Alumis Inc. | Reduce -1.6% | 17.64% | +9.29 |
Portfolio Buys Q4 2025 → Q1 2026
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 |