Yu Fan
13F holdings for Q2 2026 · CENTRAL, HONG KONG, K3 · filed August 14, 2026
Yu Fan reported $108M in 13F securities across 8 holdings for Q2 2026, in a Form 13F filed August 14, 2026. The largest positions were Kestra Med Technologies LTD (53.8%), WHWK (20.6%), ALMS (6.6%). Reported value rose 11.2% from the quarter before. It opened 0 new positions, added to 1, trimmed 2 and sold out of 0.
- 13F value Q2 2026
- $108M
- Holdings
- 8
- Change vs prior quarter
- +11.2%
- Rank by 13F value
- #8,210
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Kestra Med Technologies LTD | $58.1M | 53.8% | 2,282,519 | 0% | Unchanged |
| WHWK Whitehawk Therapeutics Inc. | $22.3M | 20.6% | 4,861,314 | +134.8% | Added |
| ALMS Alumis Inc. | $7.1M | 6.6% | 252,672 | -67.5% | Trimmed |
| CBLL CeriBell Inc. | $6.7M | 6.2% | 342,398 | -37.7% | Trimmed |
| IVA Inventiva S.A. | $5.7M | 5.3% | 1,500,000 | 0% | Unchanged |
| PMN ProMIS Neurosciences Inc. | $4.3M | 4.0% | 329,760 | 0% | Unchanged |
| CATX Perspective Therapeutics Inc. | $3.6M | 3.3% | 1,055,409 | 0% | Unchanged |
| American Bitcoin Corp. | $210K | 0.2% | 308,076 | 0% | Unchanged |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $108M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- WHWK Whitehawk Therapeutics Inc. Added+$12.8M
Biggest sells in Q2 2026
- ALMS Alumis Inc. Trimmed-$14.8M
- CBLL CeriBell Inc. Trimmed-$4.0M
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 0 new, 1 added, 2 trimmed, 0 sold out.
Sector mix
- Not listed with us54.0%
- Health Care46.0%
13F value by quarter
Questions about Yu Fan
- What does Yu Fan own?
- In its Form 13F for Q2 2026, Yu Fan reported 8 holdings worth $108M. The five largest were Kestra Med Technologies LTD, WHWK, ALMS, CBLL, IVA.
- What did Yu Fan buy and sell in Q2 2026?
- Yu Fan opened 0 new positions, added to 1, trimmed 2 and sold out of 0 compared with the quarter before.
- When did Yu Fan file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 14, 2026.
From Form 13F filed by Yu Fan (SEC CIK 0001668029) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds