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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

Latest 13F Filing Activity

Yu Fan filed their most recent 13F report on Jun 30, 2025 disclosing 5 equity positions with a total 13F market value of $73M. The fund increased holdings in Ceribell Inc., Whitehawk Therapeutics Inc., Cargo Therapeutics Inc. among other positions. Yu Fan reduced exposure to Kestra Med Technologies LTD, CG Oncology Inc., Alumis Inc. among others.

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)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
KESTRA MED TECHNOLOGIES LTD51.71%$37.8M2,282,519$24.92$16.58-$19.0M
CERIBELL INC34.63%$25.3M1,353,166$25.19$18.73+$1.9M
WHITEHAWK THERAPEUTICS INC5.29%$3.9M2,070,000$1.78$1.71+$186.3K
CARGO THERAPEUTICS INC5.13%$3.8M912,000$16.00$4.12+$43.8K
ALUMIS INC3.24%$2.4M789,618$12.54$3.00-$2.5M

Industry Allocation

SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+70.6%
ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS
+20.2%
PHARMACEUTICAL PREPARATIONS
+9.2%