Institutional
Yu Fan
CIK 0001668029
$97.0M
Reported AUM
8
Positions
Q1 2026
Period
2026-05-18
Filed
The Brief · Yu Fan · Q1 2026
AI · grounded in 13F
Yu Fan established a new position in Perspective Therapeutics Inc CATX worth $4.4M. The fund also added new holdings in Promis Neurosciences Inc PMN for $4.19M and American Bitcoin Corp. ABTC for $284,785. Additionally, the fund trimmed its position in ALUMIS INC by 1.62%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KMTS | KESTRA MED TECHNOLOGIES LTD | $22.75 | -4.65% | 47.92% | -5.44% | $45.5M | 46.89% | — | HELD |
| 2 | ALMS | ALUMIS INC | $26.38 | -2.40% | 543.95% | 116.22% | $17.1M | 17.64% | — | HELD |
| 3 | CBLL | CERIBELL INC | $17.73 | -0.56% | 25.46% | -38.38% | $10.1M | 10.38% | — | HELD |
| 4 | IVA | INVENTIVA SA | $4.51 | -2.80% | 41.15% | -65.57% | $8.3M | 8.58% | — | HELD |
| 5 | WHWK | WHITEHAWK THERAPEUTICS INC | $3.66 | -0.54% | 110.34% | -85.95% | $7.1M | 7.36% | — | HELD |
| 6 | CATX | PERSPECTIVE THERAPEUTICS INC | $2.87 | 0.00% | -22.01% | -55.16% | $4.4M | 4.54% | — | HELD |
| 7 | PMN | PROMIS NEUROSCIENCES INC | $14.06 | -3.17% | -24.57% | -93.95% | $4.2M | 4.32% | — | HELD |
| 8 | ABTC | AMERICAN BITCOIN CORP. | $5.19 | -5.29% | -93.41% | -99.99% | $285K | 0.29% | — | HELD |
Source: SEC EDGAR · accession 0001193125-26-227546. 13F discloses long positions only — shorts, foreign equities, and options are excluded.