Q2 2026 13F · SEC CIK 1668029
Yu Fan
Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $107.9M
- Reported positions
- 8
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.2 yrs
Yu Fan is an investment manager that reported 8 positions worth $107.9M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Kestra Med Technologies Ltd (KMTS, 53.8%), Whitehawk Therapeutics Inc (AADI, 20.6%), Alumis Ord (ALMS, 6.6%).
Yu Fan holdings all 8 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| KMTSKestra Med Technologies Ltd | 53.8% | +0.0% | $58.1M |
| AADIWhitehawk Therapeutics Inc | 20.6% | +134.8% | $22.3M |
| ALMSAlumis Ord | 6.6% | -67.5% | $7.1M |
| CBLLCeribell Inc | 6.2% | -37.7% | $6.7M |
| IVAInventiva SA | 5.3% | +0.0% | $5.7M |
| PMNPromis Neurosciences Inc | 4.0% | +0.0% | $4.3M |
| CATXPerspective Therapeutics Inc | 3.3% | +0.0% | $3.6M |
| 02462A104American Bitcoin Corp. | 0.2% | +0.0% | $210K |
What Yu Fan bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- AADI Whitehawk Therapeutics Inc+134.8% shares
Reduced
- ALMS Alumis Ord-67.5% shares
- CBLL Ceribell Inc-37.7% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +236.1% /yr
- S&P 500 +14.9%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $107.9M | 8 |
| Q1 2026 | $97.0M | 8 |
| Q4 2025 | $92.3M | 5 |
| Q2 2025 | $73.2M | 5 |
| Q1 2025 | $97.3M | 9 |
| Q4 2024 | $53.2M | 7 |
| Q3 2024 | $32.5M | 6 |
| Q2 2024 | $76.5M | 6 |
| Q1 2024 | $72.5M | 5 |
| Q3 2023 | $1.4M | 5 |
| Q2 2023 | $1.3M | 5 |
| Q1 2023 | $1.8M | 5 |
Questions about Yu Fan's portfolio
What stocks does Yu Fan own?
Yu Fan's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 8 positions worth $107.9M. The largest are Kestra Med Technologies Ltd (KMTS) at 53.8%, Whitehawk Therapeutics Inc (AADI) at 20.6%, Alumis Ord (ALMS) at 6.6%, Ceribell Inc (CBLL) at 6.2% and Inventiva SA (IVA) at 5.3%.
What did Yu Fan buy last quarter?
In Q2 2026, Yu Fan added Whitehawk Therapeutics Inc (AADI) (+134.8% shares), compared with its Q1 2026 filing.
What did Yu Fan sell last quarter?
In Q2 2026, Yu Fan Alumis Ord (ALMS) (-67.5% shares) and Ceribell Inc (CBLL) (-37.7% shares), compared with its Q1 2026 filing.
When is Yu Fan's next 13F filing due?
13F filings are due 45 days after each quarter ends. Yu Fan's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.