Yu Fan
CIK:0001668029
Investment Adviser
$35M AUM
5 holdings
Hong Kong, Hong Kong
Founded:2011
Latest filing:Jun 30, 2025
Yu Fan is associated with various investment entities, including Ally Bridge Group and ABG Management Ltd, focusing on healthcare and related sectors.
Investment Strategy
Healthcare and life sciences investments
Top Buys
K
KMTSKESTRA MED TECHNOLOGIES LTD-$19.0M
A
ALMSALUMIS INC-$2.5M
C
CBLLCERIBELL INC+$1.9M
A
AADIWHITEHAWK THERAPEUTICS INC+$186.3K
C
CRGXCARGO THERAPEUTICS INC+$43.8K
Top Sells
K
KMTSKESTRA MED TECHNOLOGIES LTD-$19.0M
C
CGONCG ONCOLOGY INC-$4.0M
A
ALMSALUMIS INC-$2.5M
C
CBLLCERIBELL INC+$1.9M
C
CSTLCASTLE BIOSCIENCES INC-$450.5K
Top Holdings
K
KMTSKESTRA MED TECHNOLOGIES LTD+51.7%$37.8M
C
CBLLCERIBELL INC+34.6%$25.3M
A
AADIWHITEHAWK THERAPEUTICS INC+5.3%$3.9M
C
CRGXCARGO THERAPEUTICS INC+5.1%$3.8M
A
ALMSALUMIS INC+3.2%$2.4M
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KMTS | KESTRA MED TECHNOLOGIES LTD | 51.71% | $37.8M | 2,282,519 | $24.92 | $16.58 | -$19.0M |
C CBLL | CERIBELL INC | 34.63% | $25.3M | 1,353,166 | $25.19 | $18.73 | +$1.9M |
A AADI | WHITEHAWK THERAPEUTICS INC | 5.29% | $3.9M | 2,070,000 | $1.78 | $1.71 | +$186.3K |
C CRGX | CARGO THERAPEUTICS INC | 5.13% | $3.8M | 912,000 | $16.00 | $4.12 | +$43.8K |
A ALMS | ALUMIS INC | 3.24% | $2.4M | 789,618 | $12.54 | $3.00 | -$2.5M |
Industry Allocation
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+51.7%
ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS
+34.6%
PHARMACEUTICAL PREPARATIONS
+8.5%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+5.1%