DOSSIER · 13F-HR · Q1 2026
Yu Fan
$97M in tracked AUM across 8 positions as of Q1 2026.
YF
CIK 0001668029 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
The filing for Yu Fan (CIK: 0001668029) as of September 30, 2025, reveals a highly concentrated, high-conviction portfolio with a total valuation of $73.71 million. The portfolio is exceptionally narrow, comprising only three holdings, which indicates a strategy that prioritizes selectivity over broad diversification. Over the quarter, the portfolio experienced slight growth, increasing by 0.7% from $73.19 million. This stability in value, despite significant turnover in ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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