Latest Yu Fan Stock Portfolio
$107Million | No. of Holdings #8
Yu Fan Performance
2026 Q2+15.48%
YTD+11.00%
2025-8.13%
About Yu Fan and 13F Hedge Fund Stock Holdings
On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Yu Fan reported an equity portfolio of $107.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Yu Fan are , AADI, . The fund has invested 53.8% of it's portfolio in KESTRA MED TECHNOLOGIES LTD and 20.6% of portfolio in WHITEHAWK THERAPEUTICS INC. <br><br> They significantly reduced their stock positions in ALUMIS INC. The fund showed a lot of confidence in some stocks as they added substantially to WHITEHAWK THERAPEUTICS INC (AADI).
Yu Fan Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$107Million
as of Aug 14, 2026Yu Fan Annual Return Estimates Vs S&P 500
Our best estimate is that Yu Fan made a return of 15.48% in the last quarter. In trailing 12 months, it's portfolio return was 54.94%.
- Performance
- S&P 500
New Buys
No new stocks were added by Yu Fan
Additions
| Ticker | % Inc. |
|---|---|
| whitehawk therapeutics inc | 134 |
Additions to existing portfolio by Yu Fan
Reductions
| Ticker | % Reduced |
|---|---|
| alumis inc | -67.47 |
| ceribell inc | -37.68 |
Yu Fan reduced stake in above stock
Sold off
None of the stocks were completely sold off by Yu Fan
Sector Distribution
Yu Fan has about 75.3% of it's holdings in Others sector.
- Others
- Healthcare
| Sector | % |
|---|---|
| Others | 75.3 |
| Healthcare | 24.7 |
Market Cap. Distribution
Yu Fan has about 20.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- MICRO-CAP
| Category | % |
|---|---|
| UNALLOCATED | 75.3 |
| MEGA-CAP | 20.6 |
| MICRO-CAP | 4 |
Stocks belong to which Index?
About 20.6% of the stocks held by Yu Fan either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 79.4 |
| RUSSELL 2000 | 20.6 |
| Top 5 Losers (%) | % | |
|---|---|---|
| IVA | inventiva sa | -31.9 % |
american bitcoin corp. | -26.3 % | |
perspective therapeutics inc | -18.2 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IVA | inventiva sa | -2.7 M |
perspective therapeutics inc | -0.8 M | |
american bitcoin corp. | -0.1 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. IVA proved to be the most loss making stock for the portfolio. was the most profitable stock for Yu Fan last quarter.
$107.92MTotal Value
8.00Positions
14 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Whitehawk Therapeutics Inc Yu Fan's holding in Whitehawk Therapeutics Inc over time | 20.63% | 4,861,310 | $22.26M 20.63% | 134.85%increased 134.85 percentadded | |
 IVA Inventiva SaInventiva SaIVA | 5.25% | 1,500,000 | $5.67M 5.25% | 0%unchanged 0 percentunchanged | |
 Promis Neurosciences Inc Yu Fan's holding in Promis Neurosciences Inc over time | 4.02% | 329,760 | $4.34M 4.02% | 0%unchanged 0 percentunchanged | |
Shs Kestra Med Technologies LtdKestra Med Technologies Ltd | 53.81% | 2,282,520 | $58.07M 53.81% | 0%unchanged 0 percentunchanged | |
Com Alumis IncAlumis Inc | 6.59% | 252,672 | $7.11M 6.59% | 67.47%decreased 67.47 percentreduced | |
Com Ceribell IncCeribell Inc | 6.17% | 342,398 | $6.66M 6.17% | 37.68%decreased 37.68 percentreduced | |
Com New Perspective Therapeutics IncPerspective Therapeutics Inc | 3.34% | 1,055,410 | $3.60M 3.34% | 0%unchanged 0 percentunchanged | |
Com Cl A American Bitcoin Corp.American Bitcoin Corp. | 0.19% | 308,076 | $209.8K 0.19% | 0%unchanged 0 percentunchanged | |