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CIK: 0001668029
Total reported value
$107.9M
$107.9M
6 檔
30.0%
As reported in its official Q3 2024 Form 13F filing, Yu Fan's tracked investment portfolio stood at $107.9M with 6 total positions.
In Q3 2024, Yu Fan adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including CRGX, ALMS, CGON) accounted for 30.0% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRGX | Cargo Therapeutics Inc | Stock-Other | 51.80% | — | — | |
| 2 | ALMS | Alumis Inc | Stock-Other | 25.96% | -11.05% | — | |
| 3 | CGON | Cg Oncology Inc | Stock-Other | 18.99% | — | -89.64% | |
| 4 | CSTL | Castle Biosciences Inc | Stock-Other | 1.98% | — | -38.76% | |
| 5 | PYXS | Pyxis Oncology Inc | Stock-Other | 0.78% | — | — | |
| 6 | SGMT | Sagimet Biosciences Inc-a | Stock-Other | 0.49% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRGX | Cargo Therapeutics Inc | +32.2% | — | Unchanged |
| 2 | ALMS | Alumis Inc | +12.2% | — | Unchanged |
| 3 | CSTL | Castle Biosciences Inc | +0.9% | -38.76% | Trim |
| 4 | PYXS | Pyxis Oncology Inc | +0.5% | — | Unchanged |
| 5 | SGMT | Sagimet Biosciences Inc-a | +0.2% | — | Unchanged |
| 6 | CGON | Cg Oncology Inc | -46.1% | -89.64% | Trim |
According to official SEC Form 13F filings, Yu Fan reported a total U.S. public equity portfolio value of $107.9M across 6 disclosed positions in Q3 2024.
During Q3 2024, Yu Fan's top holdings by market value included CRGX (51.8%)、ALMS (26.0%)、CGON (19.0%). The largest single position, CRGX, represented 51.8% of total portfolio value.
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Top Position Liquidated / Trimmed
CGON
前期市值: $49.8M
In Q3 2024, Yu Fan made 2 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 2 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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