Latest Yu Fan Stock Portfolio
Yu Fan Performance:
2025 Q3: 10.71%YTD: -27.13%2024: -11.16%
Performance for 2025 Q3 is 10.71%, and YTD is -27.13%, and 2024 is -11.16%.
About Yu Fan and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Yu Fan reported an equity portfolio of $76.9 Millions as of 30 Sep, 2025.
The top stock holdings of Yu Fan are , , AADI. The fund has invested 70.6% of it's portfolio in KESTRA MED TECHNOLOGIES LTD and 20.2% of portfolio in CERIBELL INC.
The fund managers got completely rid off CARGO THERAPEUTICS INC stocks.
The top stock holdings of Yu Fan are , , AADI. The fund has invested 70.6% of it's portfolio in KESTRA MED TECHNOLOGIES LTD and 20.2% of portfolio in CERIBELL INC.
The fund managers got completely rid off CARGO THERAPEUTICS INC stocks.
Yu Fan Annual Return Estimates Vs S&P 500
Our best estimate is that Yu Fan made a return of 10.71% in the last quarter. In trailing 12 months, it's portfolio return was -39.49%.
New Buys
Additions
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| cargo therapeutics inc | -3,757,440 |
Yu Fan got rid off the above stocks
Sector Distribution
Yu Fan has about 94.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 94.9 |
| Healthcare | 5.1 |
Market Cap. Distribution
Yu Fan has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 94.9 |
| NANO-CAP | 5.1 |
Stocks belong to which Index?
About 5.1% of the stocks held by Yu Fan either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 94.9 |
| RUSSELL 2000 | 5.1 |
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 4 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: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AADI | whitehawk therapeutics inc | 5.12 | 2,070,000 | 3,933,000 | unchanged | 0.00 | ||
| kestra med technologies ltd | 70.56 | 2,282,520 | 54,232,700 | unchanged | 0.00 | |||
| ceribell inc | 20.23 | 1,353,170 | 15,547,900 | unchanged | 0.00 | |||
| alumis inc | 4.10 | 789,618 | 3,150,580 | unchanged | 0.00 | |||
| cargo therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | |||