1y return+66.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $86 against $137 in the S&P 500.2
Yu FanS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Kestra Med Technologies LtdCUSIP G52441105 | $58.1M | 53.8% | |
| WHWKWhitehawk Therapeutics Inc | $22.3M | 20.6% | +134.8% |
| ALMSAlumis Inc | $7.1M | 6.6% | −67.5% |
| CBLLCeribell Inc | $6.7M | 6.2% | −37.7% |
| IVAInventiva Sa | $5.7M | 5.3% | |
| PMNPromis Neurosciences Inc | $4.3M | 4.0% | |
| CATXPerspective Therapeutics Inc | $3.6M | 3.3% | |
| American Bitcoin Corp.CUSIP 02462A104 | $210K | 0.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WHWKWhitehawk Therapeutics Inc | March 31, 2025 | +157.3% | $22.3M |
| ALMSAlumis Inc | June 30, 2024 | +111.6% | $7.1M |
| PMNPromis Neurosciences Inc | March 31, 2026 | +3.6% | $4.3M |
| Kestra Med Technologies LtdCUSIP G52441105 | March 31, 2025 | +2.1% | $58.1M |
| CATXPerspective Therapeutics Inc | March 31, 2026 | −18.2% | $3.6M |
| IVAInventiva Sa | December 31, 2025 | −18.7% | $5.7M |
| CBLLCeribell Inc | December 31, 2024 | −24.8% | $6.7M |
| American Bitcoin Corp.CUSIP 02462A104 | March 31, 2026 | −26.3% | $210K |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.4% | +14.8% |
| March 31, 2026 | −4.2% | −4.6% |
| December 31, 2025 | +33.9% | +2.4% |
| September 30, 2025 | +10.6% | +7.8% |
| June 30, 2025 | −21.9% | +10.5% |
| March 31, 2025 | −24.0% | −4.6% |
| December 31, 2024 | −23.0% | +2.1% |
| September 30, 2024 | +12.7% | +5.4% |
| March 31, 2024 | −2.5% | +10.0% |
| September 30, 2023 | −26.8% | −3.6% |
| June 30, 2023 | −29.9% | +8.3% |
| December 31, 2022 | +15.0% | +7.1% |
| September 30, 2022 | −3.3% | −5.3% |
| June 30, 2022 | −17.7% | −16.5% |
| March 31, 2022 | −14.2% | −4.9% |
| December 31, 2021 | −6.1% | +10.7% |
| September 30, 2021 | +22.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Yu Fan Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1668029&type=13F-HR&dateb=&owner=include&count=40CIK 1668029
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1668029/000119312526352356/Filed August 14, 2026 · accession 0001193125-26-352356