§ 13F · FUND PROFILE
Yu Fan.
AUM · $108M (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KMTS | KESTRA MED TECHNOLOGIES LTD | 2.28M | $58M | 53.8% | ±0% |
| 2 | WHWK | WHITEHAWK THERAPEUTICS INC | 4.86M | $22M | 20.6% | +135% |
| 3 | ALMS | ALUMIS INC | 253K | $7M | 6.6% | −67% |
| 4 | CBLL | CERIBELL INC | 342K | $7M | 6.2% | −38% |
| 5 | IVA | INVENTIVA SA | 1.50M | $6M | 5.3% | ±0% |
| 6 | PMN | PROMIS NEUROSCIENCES INC | 330K | $4M | 4.0% | ±0% |
| 7 | CATX | PERSPECTIVE THERAPEUTICS INC | 1.06M | $4M | 3.3% | ±0% |
| 8 | ABTC | AMERICAN BITCOIN CORP. | 308K | $210K | 0.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE YU SIGNAL
AC read
Yu Fan is a Other fund managing $108 million in assets. The fund runs a focused portfolio of just 8 positions.
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