FI
Fosun International Ltd Holdings Report (Q2 2026) — 13F Stock Portfolio
Fosun International LtdCIK: 0001447884
ContrarianSector-focused
Total reported value
$446.2M
Reporting period: 2026-06-30 · Number of holdings: 73
Fosun International Ltd disclosed 73 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $446.2M and a quarterly turnover rate of 41.3%.
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Personality snowflake
- Concentration
- 58.73
- Portfolio Stability
- 41.35
- Momentum
- 0
- Sector conviction
- 85.66
- Diversification
- 100
- Sizing Uniformity
- 68.61
Fosun International Ltd's disclosed holdings carry a Herfindahl concentration index of 0.147 — mathematically equivalent to about 7 equally-sized positions, well below its 73 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.14), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 20% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim CHA
-21.1% -$31.7M
Add BFLY
-4.5% $42.9M
Trim LANV
0.0% -$4.5M
New buy SPYM
New buy QQQM
New buy IEUR
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LANV | Lanvin Group Holdings Limited | Stock-Other | 29.56% | -4.66% | — | |
| 2 | BFLY | Butterfly Network Inc | Stock-Other | 19.31% | +8.45% | -4.49% | |
| 3 | CHA | Chagee Holdings Ltd-adr | Stock-Other | 12.20% | -9.42% | -21.05% | |
| 4 | KKR 6.25 03-01-28 DBond | Kkr & Co Inc | Bond | 4.53% | -0.59% | — | |
| 5 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 4.21% | -0.05% | -1.60% | |
| 6 | ARES 6.75 10-01-27 BBond | Ares Management CORP | Bond | 2.93% | -0.31% | — | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | +2.80% | NEW | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.96% | +1.96% | NEW | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.82% | +1.82% | NEW | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.33% | +46.94% | |
| 11 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.96% | +0.96% | NEW | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.93% | NEW | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.92% | +0.37% | +33.28% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | -0.06% | -15.49% | |
| 15 | MSDL | Morgan Stanley Direct Lendin | Stock-Other | 0.81% | -0.03% | — | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.73% | -1.45% | -54.25% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.61% | +464.48% | |
| 18 | GLW | Corning Inc | Stock-Tech | 0.71% | +0.54% | +149.66% | |
| 19 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.61% | +0.12% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.01% | -0.25% | |
| 21 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.54% | +0.54% | NEW | |
| 22 | HYPR | Hyperfine Inc | Stock-Other | 0.53% | +0.06% | — | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.50% | +0.34% | +20.08% | |
| 24 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.49% | -0.04% | +2.34% | |
| 25 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.49% | +0.04% | +6.96% | |
| 26 | JD 0.25 06-01-29Bond | Jd.com Inc | Bond | 0.44% | -0.06% | — | |
| 27 | JG | Aurora Mobile Ltd-adr | Stock-Other | 0.43% | -0.28% | — | |
| 28 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.42% | -0.09% | +4.81% | |
| 29 | DXCM 0.375 05-15-28Bond | Dexcom Inc | Bond | 0.42% | -0.04% | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.42% | +0.04% | +0.40% | |
| 31 | GPN 1.5 03-01-31Bond | Global Payments Inc | Bond | 0.40% | -0.04% | — | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | +0.38% | NEW | |
| 33 | ITT | Itt Inc | Stock-Industrials | 0.33% | +0.33% | NEW | |
| 34 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.33% | +0.33% | NEW | |
| 35 | MRVL | Marvell Technology Inc | Stock-Tech | 0.33% | +0.15% | -33.00% | |
| 36 | QTUM | Defiance Quantum ETF | ETF-Other | 0.29% | +0.04% | -12.87% | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.28% | +0.15% | -22.20% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.28% | +0.11% | +47.15% | |
| 39 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.25% | +0.25% | NEW | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.23% | +0.06% | — | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.23% | -0.12% | — | |
| 42 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.23% | +0.06% | +54.15% | |
| 43 | NVT | nVent Electric plc | Stock-Industrials | 0.22% | +0.22% | NEW | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.01% | — | |
| 45 | NDAQ | Nasdaq Inc | Stock-Financials | 0.19% | -0.24% | -46.76% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.19% | -0.03% | — | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.16% | +0.02% | — | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.16% | +0.04% | — | |
| 49 | QSI | Quantum-si Inc | Stock-Other | 0.15% | +0.01% | — | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.14% | -0.32% | -76.93% |
1–50 of 73
Portfolio Performance
Performance for Q3 2026
-4.8%
Performance Last 4 Quarters
-4.9%
- Stdev
- +25.5%
- Beta
- +0.58
- Alpha
- -12%
- Max Drawdown
- -26.6%
- Annualized Perf
- -3.5%
- Batting Avg vs S&P
- +44.4%
- Sortino
- -0.02
- Stutzer
- 0
- Treynor
- -0.01
- Sterling
- -0.13
- Calmar
- -0.13
- Information Ratio
- -0.81
- Tracking Error
- +25%
- Stdev Down
- +19.2%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- +43%
- Worst 12 Months
- -20%
- Efficiency Ratio
- +0.05
- Sharpe
- -0.01
- Stdev Sectors
- +13.9%
- Skewness
- -0.46
- Kurtosis
- -0.73
- Upside Potential
- +1.88
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 73 | $446.2M | 41 | ||
| 2026 Q1 | 66 | $398.6M | 33 | ||
| 2025 Q4 | 54 | $429.5M | 54 | ||
| 2025 Q3 | 52 | $267.4M | 40 | ||
| 2025 Q2 | 59 | $321.7M | 0 | ||
| 2025 Q1 | 49 | $355.0M | 100 | ||
| 2024 Q4 | 48 | $319.6M | 0 | ||
| 2024 Q3 | 66 | $303.7M | 0 | ||
| 2024 Q2 | 62 | $296.3M | 0 | ||
| 2024 Q1 | 58 | $321.0M | 0 | ||
| 2023 Q4 | 57 | $490.7M | 0 | ||
| 2023 Q3 | 84 | $622.9M | 0 | ||
| 2023 Q2 | 78 | $713.4M | 0 | ||
| 2023 Q1 | 82 | $1.1B | 0 | ||
| 2022 Q4 | 88 | $1.2B | 0 | ||
| 2022 Q3 | 97 | $935.5M | 0 | ||
| 2022 Q2 | 90 | $721.8M | 0 | ||
| 2022 Q1 | 261 | $1.2B | 0 | ||
| 2021 Q4 | 280 | $1.7B | 0 | ||
| 2021 Q3 | 266 | $2.0B | 0 | ||
| 2021 Q2 | 236 | $1.7B | 86 | ||
| 2021 Q1 | 214 | $1.3B | 72 | ||
| 2020 Q4 | 218 | $1.5B | 50 | ||
| 2020 Q3 | 222 | $1.1B | 31 | ||
| 2020 Q2 | 227 | $1.0B | 26 | ||
| 2020 Q1 | 209 | $1.0B | 34 | ||
| 2019 Q4 | 245 | $1.2B | 45 | ||
| 2019 Q3 | 241 | $902.1M | 64 | ||
| 2019 Q2 | 320 | $1.5B | 43 | ||
| 2019 Q1 | 331 | $1.6B | 37 | ||
| 2018 Q4 | 328 | $1.7B | 49 | ||
| 2018 Q3 | 266 | $2.1B | 50 | ||
| 2018 Q2 | 107 | $2.0B | 63 | ||
| 2018 Q1 | 87 | $1.6B | 54 | ||
| 2017 Q4 | 72 | $1.1B | 52 | ||
| 2017 Q3 | 45 | $1.0B | 50 | ||
| 2017 Q2 | 42 | $809.8M | 64 | ||
| 2017 Q1 | 41 | $800.4M | 30 | ||
| 2016 Q4 | 35 | $747.3M | 34 | ||
| 2016 Q3 | 37 | $891.6M | 56 | ||
| 2016 Q2 | 38 | $1.0B | 45 | 1QIHU 0.5 08-15-202G81477374734M | |
| 2016 Q1 | 37 | $1.4B | 29 | ||
| 2015 Q4 | 32 | $1.2B | 28 | 1G81477298742U3QIHU 0.5 08-15-20 | |
| 2015 Q3 | 32 | $1.2B | 45 | 1G81477209777B398742U | |
| 2015 Q2 | 32 | $1.4B | 82 | ||
| 2015 Q1 | 30 | $900.4M | 49 | ||
| 2014 Q4 | 26 | $601.7M | 92 | ||
| 2014 Q3 | 26 | $678.8M | 88 | ||
| 2014 Q2 | 17 | $334.2M | 20 | ||
| 2014 Q1 | 15 | $325.4M | 24 | ||
| 2013 Q4 | 10 | $304.6M | 0 |
Holding changes this quarter
Fosun International Ltd's most significant position changes for 2026-06-30: New buy: Ste Str Spdr Pt S&p 500 ETF (SPYM); New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Ishares Core Msci Europe ETF (IEUR); New buy: Ishares Semiconductor ETF (SOXX); New buy: Vanguard S&p 500 ETF (VOO).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BFLY | Butterfly Network Inc | +8.5% | -4.49% | Trim |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2.8% | NEW | New buy |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +2% | NEW | New buy |
| 4 | IEUR | Ishares Core Msci Europe ETF | +1.8% | NEW | New buy |
| 5 | SOXX | Ishares Semiconductor ETF | +1% | NEW | New buy |
| 6 | VOO | Vanguard S&p 500 ETF | +0.9% | NEW | New buy |
| 7 | AVGO | Broadcom Inc | +0.6% | +464.48% | Add |
| 8 | GLW | Corning Inc | +0.5% | +149.66% | Add |
| 9 | LITE | Lumentum Holdings Inc | +0.5% | NEW | New buy |
| 10 | GS | Goldman Sachs Group Inc | +0.4% | NEW | New buy |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +33.28% | Add |
| 12 | AMD | Advanced Micro Devices | +0.3% | +20.08% | Add |
| 13 | NVDA | Nvidia CORP | +0.3% | +46.94% | Add |
| 14 | ITT | Itt Inc | +0.3% | NEW | New buy |
| 15 | GNRC | Generac Holdings Inc | +0.3% | NEW | New buy |
| 16 | BUD | Anheuser-busch Inbev-spn Adr | +0.3% | NEW | New buy |
| 17 | NVT | nVent Electric plc | +0.2% | NEW | New buy |
| 18 | INTC | Intel CORP | +0.2% | -22.20% | Trim |
| 19 | MRVL | Marvell Technology Inc | +0.2% | -33.00% | Trim |
| 20 | AIQ | Global X Art Intel & Tech | +0.1% | — | Unchanged |
| 21 | STM | Stmicroelectronics Nv-ny Shs | +0.1% | NEW | New buy |
| 22 | ADI | Analog Devices Inc | +0.1% | +47.15% | Add |
| 23 | XLE | Ss Energy Select Sector | +0.1% | NEW | New buy |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | HYPR | Hyperfine Inc | +0.1% | — | Unchanged |
| 26 | REMX | Vaneck Rar Earth Nd Stg-usdi | +0.1% | +54.15% | Add |
| 27 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 28 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 29 | KRE | Ss Spdr S&p Regional Bank | 0% | +6.96% | Add |
| 30 | QTUM | Defiance Quantum ETF | 0% | -12.87% | Trim |
| 31 | IWM | Ishares Russell 2000 ETF | 0% | +0.40% | Add |
| 32 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 33 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 34 | MS | Morgan Stanley | 0% | — | Unchanged |
| 35 | EWY | Ishares Msci South Korea ETF | 0% | -21.87% | Trim |
| 36 | AMZN | Amazon.com Inc | 0% | -0.25% | Trim |
| 37 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 38 | QSI | Quantum-si Inc | 0% | — | Unchanged |
| 39 | IQV | Iqvia Holdings Inc | 0% | — | Unchanged |
| 40 | ✓ | Critical Metals CORP | 0% | — | Unchanged |
| 41 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 42 | TECK | Teck Resources Ltd-cls B | — | — | Unchanged |
| 43 | AJG | Arthur J Gallagher & Co | — | — | Unchanged |
| 44 | IXJ | Ishares Global Healthcare Et | 0% | — | Unchanged |
| 45 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 46 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 47 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 48 | DHR | Danaher CORP | 0% | — | Unchanged |
| 49 | AON | Aon plc | 0% | — | Unchanged |
| 50 | MSDL | Morgan Stanley Direct Lendin | 0% | — | Unchanged |
1–50 of 81
Filing History
FAQ
What is Fosun International Ltd and what type of investor is it?
Fosun International Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $446.2M, spread across 73 disclosed positions.
What are Fosun International Ltd's largest equity positions?
Based on the latest 13F filing, Fosun International Ltd's top holdings by market value are:
1. Lanvin Group Holdings Limited (LANV) — $131.9M (29.6%)
2. Butterfly Network Inc (BFLY) — $86.2M (19.3%)
3. Chagee Holdings Ltd-adr (CHA) — $54.5M (12.2%)
4. Kkr & Co Inc (KKR 6.25 03-01-28 D) — $20.2M (4.5%)
5. Xtrackers Harvest Csi 300 Ch (ASHR) — $18.8M (4.2%)
What changes did Fosun International Ltd make in its most recent portfolio filing?
In the latest reported quarter, Fosun International Ltd made 51 notable position adjustments: 15 new positions were initiated, 11 existing holdings were added to, 17 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Ste Str Spdr Pt S&p 500 ETF (SPYM); New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Ishares Core Msci Europe ETF (IEUR); New buy: Ishares Semiconductor ETF (SOXX); New buy: Vanguard S&p 500 ETF (VOO)
What sectors does Fosun International Ltd focus on?
Fosun International Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 43.1%
• Information Technology: 28.6%
• Industrials: 9.1%
• Communication Services: 6.2%
• Consumer Discretionary: 5.8%
• Health Care: 5.1%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Fosun International Ltd returned an annualized -3.5% over the trailing 36 months — underperforming the S&P 500 by 12.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.58 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active, with 43.1% of the portfolio concentrated in Financials.
Its turnover score has risen from 0 to 41 over the past 4 quarters — a shift toward more active trading.
It has added to its BFLY position over the past two quarters (+$45.5M, now $86.2M), while trimming LANV over the same stretch (-$49.7M, still holding $131.9M).
Peer Institutions
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Concentration7.5
Portfolio Stability28.3
Sector conviction51.1
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View detail
CB
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Total reported value
$446.0M
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View detail
CW
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CIK 0001975550
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Portfolio Stability0.0
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AUM within 0.1% of this institution
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Developer Access
Access Fosun International Ltd's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/fosun-international-ltdCLI
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