Fan Yu

Yu Fan

Assets Managed

$97.016M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 6d ago

Growth Rate

5.15%(2Q avg: 12.6%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Yu Fan's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 8 positions.

Assets under management

The assets under management (AUM) of Yu Fan over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 97.016M in assets, with a quarterly growth rate of 5.15% and a 2-quarter average growth rate of 12.6%. The portfolio is managed by Fan Yu, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
KMTS Kestra Medical Technologies Recent Activity	46.89%	$45.491M 2.283M shares@ $19.94 avg price
ALMS Alumis Inc Recent Activity Decreased -1.61%	17.65%	$17.114M 776,845 shares@ $22.03 avg price	Decreased -1.61%
CBLL Ceribell Inc Recent Activity	10.39%	$10.071M 549,448 shares@ $18.34 avg price
IVA Inventiva Sa - Adr Recent Activity	8.59%	$8.325M 1.5M shares@ $5.55 avg price
AADI Aadi Bioscience Inc Recent Activity	7.37%	$7.141M 2.07M shares@ $3.45 avg price
CATX Perspective Therapeutics Inc Recent Activity New Position	4.54%	$4.401M 1.055M shares@ $4.18 avg price	New Position
PMN Promis Neurosciences Inc Recent Activity New Position	4.32%	$4.188M 329,760 shares@ $12.7 avg price	New Position
ABTC American Bitcoin Corp-a Recent Activity New Position	0.3%	$284,785 308,076 shares@ $0.93 avg price	New Position

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