Yu Fan
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Russell 2000 as of 2026-06-30, active share 99.9%; sector active share 90.4% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
8 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 99.8% | $107,710,517 |
| Financial Services | 0.2% | $209,799 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WHWK | Whitehawk Therapeutics, Inc. | +2,791,314 | 4,861,314 | $22,264,818 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KMTS |
Kestra Medical Technologies, Ltd.
Healthcare
|
Held | 2,282,519 | $58,067,283 | 53.81% | |
| WHWK |
Whitehawk Therapeutics, Inc.
Healthcare
|
Added | 4,861,314 | $22,264,818 | 20.63% | |
| ALMS |
Alumis Inc.
Healthcare
|
Reduced | 252,672 | $7,110,190 | 6.59% | |
| CBLL |
Ceribell, Inc.
Healthcare
|
Reduced | 342,398 | $6,659,641 | 6.17% | |
| IVA |
Inventiva S.A.
Healthcare
|
Held | 1,500,000 | $5,670,000 | 5.25% | |
| PMN |
ProMIS Neurosciences Inc.
Healthcare
|
Held | 329,760 | $4,339,641 | 4.02% | |
| CATX |
Perspective Therapeutics, Inc.
Healthcare
|
Held | 1,055,409 | $3,598,944 | 3.33% | |
| ABTC |
American Bitcoin Corp.
Financial Services
|
Held | 308,076 | $209,799 | 0.19% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.