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CIK: 0001668029
Total reported value
$107.9M
$107.9M
7 檔
49.0%
At the close of Q4 2024, Yu Fan disclosed equity holdings valued at approximately $107.9M, spread across 7 reported holdings.
In Q4 2024, Yu Fan displayed an active expansion posture, initiating 1 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CBLL, CRGX, ALMS) accounted for 49.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CBLL | Ceribell Inc | Stock-Other | 59.41% | -4.21% | — | |
| 2 | CRGX | Cargo Therapeutics Inc | Stock-Other | 24.70% | — | — | |
| 3 | ALMS | Alumis Inc | Stock-Other | 11.66% | -11.05% | — | |
| 4 | CGON | Cg Oncology Inc | Stock-Other | 2.41% | — | — | |
| 5 | CSTL | Castle Biosciences Inc | Stock-Other | 1.13% | — | — | |
| 6 | SGMT | Sagimet Biosciences Inc-a | Stock-Other | 0.48% | — | — | |
| 7 | PYXS | Pyxis Oncology Inc | Stock-Other | 0.20% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CBLL | Ceribell Inc | +59.4% | NEW | New buy |
| 2 | SGMT | Sagimet Biosciences Inc-a | 0% | — | Unchanged |
| 3 | PYXS | Pyxis Oncology Inc | -0.6% | — | Unchanged |
| 4 | CSTL | Castle Biosciences Inc | -0.9% | — | Unchanged |
| 5 | ALMS | Alumis Inc | -14.3% | — | Unchanged |
| 6 | CGON | Cg Oncology Inc | -16.6% | — | Unchanged |
| 7 | CRGX | Cargo Therapeutics Inc | -27.1% | — | Unchanged |
According to official SEC Form 13F filings, Yu Fan reported a total U.S. public equity portfolio value of $107.9M across 7 disclosed positions in Q4 2024.
During Q4 2024, Yu Fan's top holdings by market value included CBLL (59.4%)、CRGX (24.7%)、ALMS (11.7%). The largest single position, CBLL, represented 59.4% of total portfolio value.
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Top New Position Initiated
CBLL
市值: $31.6M
In Q4 2024, Yu Fan made 1 total portfolio adjustments, initiating 1 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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