Yu Fan Portfolio Stock Holdings

Yu Fan disclosed 8 stock positions valued at approximately $97.0 million in its latest SEC 13F filing. The largest holdings include ALUMIS INC, WHITEHAWK THERAPEUTICS INC, and PERSPECTIVE THERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 18, 2026.

Report Period
March 31, 2026
No. of Stocks
8
Portfolio Value
$97.0M
Holdings by Sector
Yu Fan Portfolio Holdings in Q1 2026

3 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALUMIS INCALMSHealthcare17.64%776,845-12,773-1.62%$17,113,895
WHITEHAWK THERAPEUTICS INCAADIHealthcare7.36%2,070,000--$7,141,500
PERSPECTIVE THERAPEUTICS INCCATXHealthcare4.54%1,055,409+1,055,409+100.00%$4,401,056