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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001668029
Total reported value
$107.9M
$107.9M
5 檔
67.2%
According to the latest 13F quarterly dataset, Yu Fan managed an equity portfolio of $107.9M at the end of Q1 2024, spanning 5 distinct U.S. exchange-listed positions.
During Q1 2024, Yu Fan's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including PRENETICS GLOBAL LTD SHS NEW, AGLEUSD, ) accounted for 67.2% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Prenetics Global LTD Shs New | Stock-Other | 75.80% | — | — | |
| 2 | AGLEUSD | Aeglea Biotherapeutics Inc | Stock-Other | 22.68% | — | — | |
| 3 | ✓ | Stock-Other | 0.69% | — | — | ||
| 4 | SGMT | Sagimet Biosciences Inc-a | Stock-Other | 0.43% | — | — | |
| 5 | PYXS | Pyxis Oncology Inc | Stock-Other | 0.41% | — | — |
According to official SEC Form 13F filings, Yu Fan reported a total U.S. public equity portfolio value of $107.9M across 5 disclosed positions in Q1 2024.
During Q1 2024, Yu Fan's top holdings by market value included PRENETICS GLOBAL LTD SHS NEW (75.8%)、AGLEUSD (22.7%)、 (0.7%). The largest single position, PRENETICS GLOBAL LTD SHS NEW, represented 75.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Yu Fan made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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