Yu Fan

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 ...