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Yu Fan Top Holdings and 13F Report (2026)

About Yu Fan

Investment Activity

  • Yu Fan has $107.92 million in total holdings as of June 30, 2026.
  • Yu Fan owns shares of 8 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 11.85% of the portfolio was purchased this quarter.
  • About 17.40% of the portfolio was sold this quarter.
  • This quarter, Yu Fan has purchased 8 new stocks and bought additional shares in 1 stock.
  • Yu Fan sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

KESTRA MED TECHNOLOGIES LTD
$58,067,283
Aadi Bioscience
$22,264,818
ALUMIS INC
$7,110,190
CERIBELL INC
$6,659,641
Inventiva
$5,670,000

Largest Purchases this Quarter

Aadi Bioscience
2,791,314 shares (about $12.78M)

Largest Sales this Quarter

ALUMIS INC
524,173 shares (about $14.75M)
CERIBELL INC
207,050 shares (about $4.03M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofYu Fan

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
KESTRA MED TECHNOLOGIES LTD
$58,067,2830.0%2,282,51953.8%SHS
Aadi Bioscience, Inc. stock logo
AADI
Aadi Bioscience
$22,264,818$12,784,218 â–²134.8%4,861,31420.6%Healthcare
ALUMIS INC
$7,110,190$14,750,228 â–¼-67.5%252,6726.6%COM
CERIBELL INC
$6,659,641$4,027,122 â–¼-37.7%342,3986.2%COM
Inventiva S.A. Sponsored ADR stock logo
IVA
Inventiva
$5,670,0000.0%1,500,0005.3%Healthcare
PROMIS NEUROSCIENCES INC
$4,339,6420.0%329,7604.0%COM SHS
PERSPECTIVE THERAPEUTICS INC
$3,598,9450.0%1,055,4093.3%COM NEW
AMERICAN BITCOIN CORP.
$209,8310.0%308,0760.2%COM CL A

Showing largest 100 holdings. View all holdings.
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