Yu Fan — 13F Holdings

2026 Q2  ·  8 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Yu Fan maintained a portfolio of 8 distinct positions. They heavily accumulated shares in WHITEHAWK THERAPEUTICS INC, increasing the position by 134.8%. The fund also reduced its exposure to ALUMIS INC by 67.5%.
Position History hover any row below to update
Loading…
Yu Fan Family Office AUM $108M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q2
Top Holding
KMTS (53.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
KMTS
KESTRA MED TECH...
Healthcare 53.81% 46.89% #1
Prev: #1
7.0
—
no change no change
P
S
2,282,519 $58,067,283
$24.92 +11.2%
$25.44 +9.0%
2025 Q1 13F Filing 2026-06-30 2026-08-14
WHWK
WHITEHAWK THERA...
Healthcare 20.63% 7.36% #2 3
Prev: #5
8.5
—
2,791,314 134.8%
P
S
4,861,314 $22,264,818
$3.39 +40.5%
$4.58 +3.9%
2025 Q1 13F Filing 2026-06-30 2026-08-14
ALMS
ALUMIS INC
Healthcare 6.59% 17.64% #3 1
Prev: #2
3.6
—
-524,173 -67.5%
P
S
252,672 $7,110,190
$13.30 +83.4%
$28.14 -13.3%
2024 Q2 13F Filing 2026-06-30 2026-08-14
CBLL
CERIBELL INC
Healthcare 6.17% 10.38% #4 1
Prev: #3
3.0
—
-207,050 -37.7%
P
S
342,398 $6,659,641 2024 Q4 13F Filing 2026-06-30 2026-08-14
IVA
INVENTIVA SA
Healthcare 5.25% 8.58% #5 1
Prev: #4
3.6
—
no change no change
P
S
1,500,000 $5,670,000 2025 Q4 13F Filing 2026-06-30 2026-08-14
PMN
PROMIS NEUROSCI...
Healthcare 4.02% 4.32% #6 1
Prev: #7
2.6
—
no change no change
P
S
329,760 $4,339,642 2026 Q1 13F Filing 2026-06-30 2026-08-14
CATX
PERSPECTIVE THE...
Healthcare 3.33% 4.54% #7 1
Prev: #6
2.3
—
no change no change
P
S
1,055,409 $3,598,945 2026 Q1 13F Filing 2026-06-30 2026-08-14
ABTC
AMERICAN BITCOI...
Financial Services 0.19% 0.29% #8
Prev: #8
1.1
—
no change no change
P
S
308,076 $209,831 2026 Q1 13F Filing 2026-06-30 2026-08-14
Showing 1-8 of 8 holdings

Unlock Full Yu Fan Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →