Yu Fan
Yu Fan reported 8 US-listed holdings worth $107.9 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Kestra Med Technologies Ltd (53.8%), Aadi Bioscience Inc. (20.6%) and Alumis Inc. (6.6%). Against the quarter before, it opened 0 positions, added to 1, trimmed 2 and sold out of 0.
The 8 largest of its 8 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -35.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- Aadi Bioscience Inc. WHWK+2.8 million shares · +135%
Trimmed 2
- Alumis Inc. ALMS-524,173 shares · -67%
- Ceribell Inc. CBLL-207,050 shares · -38%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Kestra Med Technologies Ltd KMTS | 2.3M | $58.1 million | 53.81% | no change |
| Aadi Bioscience Inc. WHWK | 4.9M | $22.3 million | 20.63% | +2.8M |
| Alumis Inc. ALMS | 252.7K | $7.1 million | 6.59% | -524.2K |
| Ceribell Inc. CBLL | 342.4K | $6.7 million | 6.17% | -207.1K |
| Inventiva SA IVA | 1.5M | $5.7 million | 5.25% | no change |
| Promis Neurosciences Inc. PMN | 329.8K | $4.3 million | 4.02% | no change |
| Perspective Therapeutics Inc CATX | 1.1M | $3.6 million | 3.33% | no change |
| American Bitcoin Corp. ABTC | 308.1K | $209,831 | 0.19% | no change |