Investor
Yu Fan
CIK 0001668029 · filed 2026-05-18 · SEC filing
13F book
$97M
Positions
8
3 new · 0 sold
Largest name
46.9%
Kestra Med Technologies Ltd
Est. mark
−$4.01M
Price effect on 5 names still held. Flow $8.75M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Kestra Med Technologies Ltd | — | 2.28M | $45.5M | 46.9% | −$15M | Held |
| Alumis Inc. | ALMS | 776.8K | $17.1M | 17.6% | $9.53M | Cut$9.41M |
| Ceribell, Inc. | CBLL | 549.4K | $10.1M | 10.4% | −$1.98M | Held |
| Inventiva Sa | — | 1.5M | $8.32M | 8.6% | $1.35M | Held |
| Whitehawk Therapeutics, Inc. | WHWK | 2.07M | $7.14M | 7.4% | $2.13M | Held |
| Perspective Therapeutics, Inc. | CATX | 1.06M | $4.4M | 4.5% | — | New |
| ProMIS Neurosciences Inc. | PMN | 329.8K | $4.19M | 4.3% | — | New |
| American Bitcoin Corp. | ABTC | 308.1K | $284.8K | 0.3% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.