Yu Fan holds a concentrated book of 8 stocks worth $107.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Alumis Inc. Their largest long position is Kestra Medical Technologies at 54% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Yu Fan
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 8 / 8 | $91.1M |
| MILLENNIUM MANAGEMENT LLC | 8 / 8 | $62.9M |
| GEODE CAPITAL MANAGEMENT, LLC | 7 / 8 | $105.4M |
| GOLDMAN SACHS GROUP INC | 7 / 8 | $36.0M |
| Ken Griffin | 7 / 8 | $30.5M |
| MORGAN STANLEY | 7 / 8 | $28.2M |
| Russell Investments Group, Ltd. | 7 / 8 | $4.8M |
| ROYAL BANK OF CANADA | 7 / 8 | $503K |
Ranked by the share of each fund's own book sitting in the names it shares with Yu Fan: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Kestra Med Technologies Ltd SHS | $58.1M | 2.28M | 53.8% | —Held | |
| 2 | Whitehawk Therapeutics Inc COM | $22.3M | 4.86M | 20.6% | ▲+135% Added · +2.8M sh | |
| 3 | Alumis Inc COM | $7.1M | 252.7K | 6.6% | ▼−67% Reduced · −524K sh | |
| 4 | Ceribell Inc COM | $6.7M | 342.4K | 6.2% | ▼−38% Reduced · −207K sh | |
| 5 | Inventiva Sa ADS | $5.7M | 1.50M | 5.3% | —Held | |
| 6 | Promis Neurosciences Inc COM SHS | $4.3M | 329.8K | 4.0% | —Held | |
| 7 | Perspective Therapeutics Inc COM NEW | $3.6M | 1.06M | 3.3% | —Held | |
| 8 | American Bitcoin Corp. COM CL A | $210K | 308.1K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1668029/holdings"
Use Arkolith to show Yu Fan's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.