2026 Q1 Portfolio Activity
In 2026 Q1, Yu Fan maintained a portfolio of 8 distinct positions. The most significant new addition was PERSPECTIVE THERAPEUTICS INC, now representing 4.54% of the total fund value.
Position History
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Total Positions
8
Quarter
2026 Q1
Top Holding
KMTS (46.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Yu Fan Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KMTS
KESTRA MED TECH...
|
Healthcare | 46.89% | 65.60% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
2,282,519 | $45,490,604 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 17.64% | 8.35% |
#2
1
Prev: #3
|
6.0 |
—
|
-12,773 | -1.6% |
P
S
|
776,845 | $17,113,895 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CBLL
CERIBELL INC
|
Healthcare | 10.38% | 13.06% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
549,448 | $10,071,382 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
IVA
INVENTIVA SA
|
Healthcare | 8.58% | 7.56% |
#4
Prev: #4
|
4.9 |
—
|
no change | no change |
P
S
|
1,500,000 | $8,325,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
WHWK
WHITEHAWK THERA...
|
Healthcare | 7.36% | 5.43% |
#5
Prev: #5
|
4.4 |
—
|
no change | no change |
P
S
|
2,070,000 | $7,141,500 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CATX
PERSPECTIVE THE...
|
Healthcare | 4.54% | — |
#6
Prev: #—
|
5.3 |
—
|
1,055,409 | — |
NEW
|
1,055,409 | $4,401,056 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
PMN
PROMIS NEUROSCI...
|
Healthcare | 4.32% | — |
#7
Prev: #—
|
5.2 |
—
|
329,760 | — |
NEW
|
329,760 | $4,187,952 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
ABTC
AMERICAN BITCOI...
|
Financial Services | 0.29% | — |
#8
Prev: #—
|
3.6 |
—
|
308,076 | — |
NEW
|
308,076 | $284,785 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 |
Showing 1-8 of 8 holdings