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CIK: 0001668029
Total reported value
$107.9M
$107.9M
8 檔
81.7%
At the close of Q1 2026, Yu Fan disclosed equity holdings valued at approximately $107.9M, spread across 8 reported holdings.
In Q1 2026, Yu Fan displayed an active expansion posture, initiating 3 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including KMTS, ALMS, CBLL) accounted for 81.7% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KMTS | Kestra Medical Technologies, Ltd. | Stock-Other | 46.89% | +6.92% | — | |
| 2 | ALMS | Alumis Inc | Stock-Other | 17.64% | -11.05% | -1.62% | |
| 3 | CBLL | Ceribell Inc | Stock-Other | 10.38% | -4.21% | — | |
| 4 | IVA | Inventiva SA - Adr | Stock-Other | 8.58% | -3.33% | — | |
| 5 | WHWK | Whitehawk Therapeutics Inc | Stock-Other | 7.36% | +13.27% | — | |
| 6 | CATX | Perspective Therapeutics Inc | Stock-Other | 4.54% | -1.21% | — | |
| 7 | PMN | Promis Neurosciences Inc | Stock-Other | 4.32% | -0.30% | — | |
| 8 | ABTC | American Bitcoin Corp-a | Stock-Other | 0.29% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALMS | Alumis Inc | +9.3% | -1.62% | Trim |
| 2 | WHWK | Whitehawk Therapeutics Inc | +1.9% | — | Unchanged |
| 3 | IVA | Inventiva SA - Adr | +1% | — | Unchanged |
| 4 | CBLL | Ceribell Inc | -2.7% | — | Unchanged |
| 5 | KMTS | Kestra Medical Technologies, Ltd. | -18.7% | — | Unchanged |
| 6 | CATX | Perspective Therapeutics Inc | — | NEW | New buy |
| 7 | PMN | Promis Neurosciences Inc | — | NEW | New buy |
| 8 | ABTC | American Bitcoin Corp-a | — | NEW | New buy |
According to official SEC Form 13F filings, Yu Fan reported a total U.S. public equity portfolio value of $107.9M across 8 disclosed positions in Q1 2026.
During Q1 2026, Yu Fan's top holdings by market value included KMTS (46.9%)、ALMS (17.6%)、CBLL (10.4%). The largest single position, KMTS, represented 46.9% of total portfolio value.
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Top New Position Initiated
CATX
市值: $4.4M
Top Position Liquidated / Trimmed
ALMS
前期市值: $7.7M
In Q1 2026, Yu Fan made 4 total portfolio adjustments, initiating 3 new buys, adding to 0 positions, trimming 1 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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