Latest Yu Fan Stock Portfolio
$97.02Million– No. of Holdings #8
Yu Fan Performance:
2026 Q1: -3.88%YTD: -3.88%2025: -8.13%
Performance for 2026 Q1 is -3.88%, and YTD is -3.88%, and 2025 is -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.
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.
They significantly reduced their stock positions in ALUMIS INC. Yu Fan opened new stock positions in PERSPECTIVE THERAPEUTICS INC and PROMIS NEUROSCIENCES INC (PMN).
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.
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
Yu 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
Reductions
| Ticker | % Reduced |
|---|---|
| alumis inc | -1.62 |
Yu Fan reduced stake in above stock
Sold off
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 |
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.
Last Reported on: 18 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AADI | whitehawk therapeutics inc | 7.36 | 2,070,000 | 7,141,500 | unchanged | 0.00 | ||
| IVA | inventiva sa | 8.58 | 1,500,000 | 8,325,000 | unchanged | 0.00 | ||
| PMN | promis neurosciences inc | 4.32 | 329,760 | 4,187,950 | new | |||
| kestra med technologies ltd | 46.89 | 2,282,520 | 45,490,600 | unchanged | 0.00 | |||
| alumis inc | 17.64 | 776,845 | 17,113,900 | reduced | -1.62 | |||
| ceribell inc | 10.38 | 549,448 | 10,071,400 | unchanged | 0.00 | |||
| perspective therapeutics inc | 4.54 | 1,055,410 | 4,401,060 | new | ||||
| american bitcoin corp. | 0.29 | 308,076 | 284,785 | new | ||||