Yu Fan
Portfolio value QoQ: +11.2% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 12.48% Est. buys $12,784,218 · sells $18,777,350
Median holding: 2.0 quarters Tracked Q1 2025–Q2 2026 · 61.5% still held
Performance vs S&P 500
Annualized: +23.9% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 8 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| KMTS | $58,067,283 | 53.81% | 2,282,519 | $12,576,679 | |||
| WHWK | $22,264,818 | 20.63% | 4,861,314 | $15,123,318 | Up ×1 | ||
| ALMS | $7,110,190 | 6.59% | 252,672 | $-10,003,705 | Down ×2 | ||
| CBLL | $6,659,641 | 6.17% | 342,398 | $-3,411,741 | Down ×1 | ||
| IVA | $5,670,000 | 5.25% | 1,500,000 | $-2,655,000 | |||
| PMN | $4,339,642 | 4.02% | 329,760 | $151,690 | |||
| CATX | $3,598,945 | 3.33% | 1,055,409 | $-802,111 | |||
| ABTC | $209,831 | 0.19% | 308,076 | $-74,954 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.