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CIK: 0001668029
Total reported value
$107.9M
$107.9M
4 檔
71.2%
The Q3 2025 SEC filing reveals that Yu Fan held a total portfolio value of $107.9M, covering 4 public equity positions.
In Q3 2025, Yu Fan adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including KMTS, CBLL, WHWK) accounted for 71.2% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KMTS | Kestra Medical Technologies, Ltd. | Stock-Other | 70.56% | +6.92% | — | |
| 2 | CBLL | Ceribell Inc | Stock-Other | 20.23% | -4.21% | — | |
| 3 | WHWK | Whitehawk Therapeutics Inc | Stock-Other | 5.12% | +13.27% | — | |
| 4 | ALMS | Alumis Inc | Stock-Other | 4.10% | -11.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KMTS | Kestra Medical Technologies, Ltd. | +12.1% | — | Unchanged |
| 2 | WHWK | Whitehawk Therapeutics Inc | +1.3% | — | Unchanged |
| 3 | ALMS | Alumis Inc | -0.9% | — | Unchanged |
| 4 | CBLL | Ceribell Inc | -3.9% | — | Add |
| 5 | CGON | Cg Oncology Inc | — | EXIT | Sold out |
| 6 | CRGX | Cargo Therapeutics Inc | — | EXIT | Sold out |
| 7 | CSTL | Castle Biosciences Inc | — | EXIT | Sold out |
| 8 | SGMT | Sagimet Biosciences Inc-a | — | EXIT | Sold out |
| 9 | PYXS | Pyxis Oncology Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Yu Fan reported a total U.S. public equity portfolio value of $107.9M across 4 disclosed positions in Q3 2025.
During Q3 2025, Yu Fan's top holdings by market value included KMTS (70.6%)、CBLL (20.2%)、WHWK (5.1%). The largest single position, KMTS, represented 70.6% of total portfolio value.
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Top Position Liquidated / Trimmed
CGON
前期市值: $4.0M
In Q3 2025, Yu Fan made 6 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 5 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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