Latest Yu Fan Stock Portfolio
$97.02Million | No. of Holdings #8
Yu Fan Performance
2026 Q1-3.88%
YTD-3.88%
2025-8.13%
About Yu Fan and 13F Hedge Fund Stock Holdings
On 2026-05-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, Yu Fan reported an equity portfolio of $97 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Yu Fan are , , . The fund has invested 46.9% of it's portfolio in KESTRA MED TECHNOLOGIES LTD and 17.6% of portfolio in ALUMIS INC. <br><br> They significantly reduced their stock positions in ALUMIS INC. Yu Fan opened new stock positions in PERSPECTIVE THERAPEUTICS INC and PROMIS NEUROSCIENCES INC (PMN).
Yu Fan Equity Portfolio Value
Last Reported on: 18 May, 2026
$97.02Million
as of May 18, 2026Yu Fan Annual Return Estimates Vs S&P 500
Our best estimate is that Yu Fan made a return of -3.88% in the last quarter. In trailing 12 months, it's portfolio return was 3.27%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| perspective therapeutics inc | 4,401,060 |
| promis neurosciences inc | 4,187,950 |
| american bitcoin corp. | 284,785 |
New stocks bought by Yu Fan
Additions
No additions were made to existing positions by Yu Fan
Reductions
| Ticker | % Reduced |
|---|---|
| alumis inc | -1.62 |
Yu Fan reduced stake in above stock
Sold off
None of the stocks were completely sold off by Yu Fan
Sector Distribution
Yu Fan has about 88.3% of it's holdings in Others sector.
- Others
- Healthcare
| Sector | % |
|---|---|
| Others | 88.3 |
| Healthcare | 11.7 |
Market Cap. Distribution
Yu Fan has about 7.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- NANO-CAP
| Category | % |
|---|---|
| UNALLOCATED | 88.3 |
| MEGA-CAP | 7.4 |
| NANO-CAP | 4.3 |
Stocks belong to which Index?
About 7.4% of the stocks held by Yu Fan either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 92.6 |
| RUSSELL 2000 | 7.4 |
| Top 5 Winners (%) | % | |
|---|---|---|
alumis inc | 124.7 % | |
| AADI | whitehawk therapeutics inc | 42.6 % |
| IVA | inventiva sa | 19.4 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
alumis inc | 9.6 M | |
| AADI | whitehawk therapeutics inc | 2.1 M |
| IVA | inventiva sa | 1.4 M |
| Top 5 Losers (%) | % | |
|---|---|---|
kestra med technologies ltd | -24.9 % | |
ceribell inc | -16.4 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
kestra med technologies ltd | -15.0 M | |
ceribell inc | -2.0 M | |
Yu Fan Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Yu Fan
Yu Fan has 8 stocks in it's portfolio. proved to be the most loss making stock for the portfolio. was the most profitable stock for Yu Fan last quarter.
$97.02MTotal Value
8.00Positions
18 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Whitehawk Therapeutics Inc Yu Fan's holding in Whitehawk Therapeutics Inc over time | 7.36% | 2,070,000 | $7.14M 7.36% | 0%unchanged 0 percentunchanged | |
 IVA Inventiva SaInventiva SaIVA | 8.58% | 1,500,000 | $8.32M 8.58% | 0%unchanged 0 percentunchanged | |
 Promis Neurosciences Inc Yu Fan's holding in Promis Neurosciences Inc over time | 4.32% | 329,760 | $4.19M 4.32% | Newnew position | |
Shs Kestra Med Technologies LtdKestra Med Technologies Ltd | 46.89% | 2,282,520 | $45.49M 46.89% | 0%unchanged 0 percentunchanged | |
Com Alumis IncAlumis Inc | 17.64% | 776,845 | $17.11M 17.64% | 1.62%decreased 1.62 percentreduced | |
Com Ceribell IncCeribell Inc | 10.38% | 549,448 | $10.07M 10.38% | 0%unchanged 0 percentunchanged | |
Com New Perspective Therapeutics IncPerspective Therapeutics Inc | 4.54% | 1,055,410 | $4.40M 4.54% | Newnew position | |
Com Cl A American Bitcoin Corp.American Bitcoin Corp. | 0.29% | 308,076 | $284.8K 0.29% | Newnew position | |