CIK: 0001447884
Total reported value
$398.6M
Reporting period: 2026-03-31 · Number of holdings: 66
Fosun International Ltd disclosed 66 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $398.6M and a quarterly turnover rate of 32.9%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "F"
Fosun International Ltd's disclosed holdings carry a Herfindahl concentration index of 0.183 — mathematically equivalent to about 5 equally-sized positions, well below its 66 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 3.35), 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.
Trim LANV
0.0% -$45.2M
Add CHA
-0.5% -$446.6K
Add BFLY
0.0% $2.6M
Add KKR 6.25 03-01-28 D
+51.3% $3.0M
Add TSM
+653.1% $1.9M
Add MSFT
+140.3% $1.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LANV | Lanvin Group Holdings Limited | Stock-Other | 34.22% | -8.06% | — | |
| 2 | CHA | Chagee Holdings Ltd-adr | Stock-Other | 21.62% | +1.45% | -0.52% | |
| 3 | BFLY | Butterfly Network INC | Stock-Other | 10.86% | +1.38% | — | |
| 4 | KKR 6.25 03-01-28 D | Kkr & Co INC | Stock-Financials | 5.12% | +1.08% | +51.34% | |
| 5 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 4.26% | — | — | |
| 6 | ARES 6.75 10-01-27 B | Ares Management CORP | Stock-Financials | 3.24% | -0.06% | +27.03% | |
| 7 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.18% | +2.18% | NEW | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | -0.07% | -6.60% | |
| 9 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.90% | +0.90% | NEW | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.44% | +140.28% | |
| 11 | MSDL | Morgan Stanley Direct Lendin | Stock-Other | 0.84% | — | +8.34% | |
| 12 | JG | Aurora Mobile Ltd-adr | Stock-Other | 0.71% | — | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.05% | -8.01% | |
| 14 | HSAI | Hesai Group | Stock-Other | 0.65% | -0.11% | -7.06% | |
| 15 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.59% | +0.39% | +204.57% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.55% | +0.49% | +653.10% | |
| 17 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 0.55% | +0.26% | +92.87% | |
| 18 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.53% | +0.53% | NEW | |
| 19 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.53% | +0.42% | +418.70% | |
| 20 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.51% | +0.51% | NEW | |
| 21 | JD 0.25 06-01-29 | Jd.com INC | Stock-Consumer Disc | 0.50% | +0.50% | NEW | |
| 22 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.49% | +0.49% | NEW | |
| 23 | HYPR | Hyperfine INC | Stock-Other | 0.47% | — | — | |
| 24 | DXCM 0.375 05-15-28 | Dexcom INC | Stock-Healthcare | 0.46% | — | — | |
| 25 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.46% | -0.06% | — | |
| 26 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.45% | +0.45% | NEW | |
| 27 | GPN 1.5 03-01-31 | Global Payments INC | Stock-Industrials | 0.44% | — | — | |
| 28 | NDAQ | Nasdaq INC | Stock-Financials | 0.43% | +0.43% | NEW | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.38% | NEW | |
| 30 | SNPS | Synopsys INC | Stock-Tech | 0.36% | +0.21% | +165.00% | |
| 31 | NFLX | Netflix INC | Stock-Comm Services | 0.35% | +0.35% | NEW | |
| 32 | FUTU | Futu Holdings Ltd-adr | Stock-Financials | 0.35% | +0.35% | NEW | |
| 33 | QTUM | Defiance Quantum ETF | ETF-Other | 0.25% | +0.25% | NEW | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.23% | +0.23% | NEW | |
| 35 | WM | Waste Management INC | Stock-Industrials | 0.22% | — | — | |
| 36 | ABBV | Abbvie INC | Stock-Healthcare | 0.21% | +0.10% | +88.31% | |
| 37 | BIDU | Baidu INC - Spon Adr | Stock-Comm Services | 0.20% | +0.20% | NEW | |
| 38 | MRVL | Marvell Technology INC | Stock-Tech | 0.18% | — | — | |
| 39 | CAT | Caterpillar INC | Stock-Industrials | 0.17% | +0.17% | NEW | |
| 40 | GLW | Corning INC | Stock-Tech | 0.17% | +0.17% | NEW | |
| 41 | ADI | Analog Devices INC | Stock-Tech | 0.17% | — | +59.11% | |
| 42 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.17% | +0.17% | NEW | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.16% | +0.16% | NEW | |
| 44 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.15% | — | — | |
| 45 | QSI | Quantum-si INC | Stock-Other | 0.14% | — | — | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.14% | +0.14% | NEW | |
| 47 | AON | Aon plc | Stock-Financials | 0.14% | — | — | |
| 48 | SPGI | S&p Global INC | Stock-Financials | 0.13% | — | +26.40% | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.13% | +0.13% | NEW | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.13% | — | +34.44% |
Performance for Q3 2026
-0.7%
Performance Last 4 Quarters
-7.4%
Based on 83% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 66 | $398.6M | 33 | |
| 2025-12-31 | 54 | $429.5M | 54 | |
| 2025-09-30 | 52 | $267.4M | 40 | |
| 2025-06-30 | 59 | $359.6M | 0 | |
| 2025-03-31 | 49 | $355.0M | 100 | |
| 2024-12-31 | 48 | $319.6M | 0 | |
| 2024-09-30 | 66 | $303.7M | 0 | |
| 2024-06-30 | 62 | $296.3M | 0 | |
| 2024-03-31 | 58 | $321.0M | 0 | |
| 2023-12-31 | 57 | $490.7M | 0 | |
| 2023-09-30 | 84 | $622.9M | 0 | |
| 2023-06-30 | 78 | $713.4M | 0 | |
| 2023-03-31 | 82 | $1.1B | 0 | |
| 2022-12-31 | 88 | $1.2B | 0 | |
| 2022-09-30 | 97 | $935.5M | 0 | |
| 2022-06-30 | 90 | $721.8M | 0 | |
| 2022-03-31 | 261 | $1.2B | 0 | |
| 2021-12-31 | 280 | $1.7B | 0 | |
| 2021-09-30 | 266 | $2.0B | 0 | |
| 2021-06-30 | 236 | $1.7B | 86 | |
| 2021-03-31 | 214 | $1.3B | 72 | |
| 2020-12-31 | 218 | $1.5B | 50 | |
| 2020-09-30 | 222 | $1.1B | 31 | |
| 2020-06-30 | 227 | $1.0B | 26 | |
| 2020-03-31 | 209 | $1.0B | 34 | |
| 2019-12-31 | 245 | $1.2B | 45 | |
| 2019-09-30 | 241 | $902.1M | 64 | |
| 2019-06-30 | 320 | $1.5B | 43 | |
| 2019-03-31 | 331 | $1.6B | 37 | |
| 2018-12-31 | 328 | $1.7B | 49 | |
| 2018-09-30 | 266 | $2.1B | 50 | |
| 2018-06-30 | 107 | $2.0B | 63 | |
| 2018-03-31 | 87 | $1.6B | 54 | |
| 2017-12-31 | 72 | $1.1B | 52 | |
| 2017-09-30 | 45 | $1.0B | 50 | |
| 2017-06-30 | 42 | $809.8M | 64 | |
| 2017-03-31 | 41 | $800.4M | 30 | |
| 2016-12-31 | 35 | $747.3M | 34 | |
| 2016-09-30 | 37 | $891.6M | 56 | |
| 2016-06-30 | 38 | $1.0B | 45 | |
| 2016-03-31 | 37 | $1.4B | 29 | |
| 2015-12-31 | 32 | $1.2B | 28 | |
| 2015-09-30 | 32 | $1.2B | 45 | 1G81477209777B398742U |
| 2015-06-30 | 32 | $1.4B | 82 | |
| 2015-03-31 | 30 | $900.4M | 49 | |
| 2014-12-31 | 26 | $601.7M | 92 | |
| 2014-09-30 | 26 | $678.8M | 88 | |
| 2014-06-30 | 17 | $334.2M | 20 | |
| 2014-03-31 | 15 | $325.4M | 24 | |
| 2013-12-31 | 10 | $304.6M | 0 |
Fosun International Ltd's most significant position changes for 2026-03-31: Sold out: Ste Str Spdr Pt S&p 500 ETF (SPYM); Sold out: Ishares Msci China ETF (MCHI); New buy: Vaneck Gold Miners ETF (GDX); New buy: Ss Spdr S&p Metals Mining (XME); Sold out: Nextera Energy INC (NEE 7.234 11-01-27).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CHA | Chagee Holdings Ltd-adr | +1.5% | -0.52% | Trim |
| 2 | BFLY | Butterfly Network INC | +1.4% | — | Unchanged |
| 3 | KKR 6.25 03-01-28 D | Kkr & Co INC | +1.1% | +51.34% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +653.10% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | +140.28% | Add |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +418.70% | Add |
| 7 | AMZN | Amazon.com INC | +0.4% | +204.57% | Add |
| 8 | PDD | Pdd Holdings INC | +0.3% | +92.87% | Add |
| 9 | SNPS | Synopsys INC | +0.2% | +165.00% | Add |
| 10 | ABBV | Abbvie INC | +0.1% | +88.31% | Add |
| 11 | NVDA | Nvidia CORP | -0.1% | -8.01% | Trim |
| 12 | ARES 6.75 10-01-27 B | Ares Management CORP | -0.1% | +27.03% | Add |
| 13 | UNH | Unitedhealth Group INC | -0.1% | — | Unchanged |
| 14 | GOOGL | Alphabet Inc-cl A | -0.1% | -6.60% | Trim |
| 15 | HSAI | Hesai Group | -0.1% | -7.06% | Trim |
| 16 | LANV | Lanvin Group Holdings Limited | -8.1% | — | Unchanged |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | EXIT | Sold out |
| 18 | MCHI | Ishares Msci China ETF | — | EXIT | Sold out |
| 19 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 20 | XME | Ss Spdr S&p Metals Mining | — | NEW | New buy |
| 21 | NEE 7.234 11-01-27 | Nextera Energy INC | — | EXIT | Sold out |
| 22 | VRP | Invesco Variable Rate Prefer | — | NEW | New buy |
| 23 | FXI | Ishares China Large-cap ETF | — | NEW | New buy |
| 24 | JD 0.25 06-01-29 | Jd.com INC | — | NEW | New buy |
| 25 | AIQ | Global X Art Intel & Tech | — | NEW | New buy |
| 26 | KRE | Ss Spdr S&p Regional Bank | — | NEW | New buy |
| 27 | NDAQ | Nasdaq INC | — | NEW | New buy |
| 28 | ADBE | Adobe INC | — | EXIT | Sold out |
| 29 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 30 | NFLX | Netflix INC | — | NEW | New buy |
| 31 | FUTU | Futu Holdings Ltd-adr | — | NEW | New buy |
| 32 | QTUM | Defiance Quantum ETF | — | NEW | New buy |
| 33 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 34 | BIDU | Baidu INC - Spon Adr | — | NEW | New buy |
| 35 | CAT | Caterpillar INC | — | NEW | New buy |
| 36 | GLW | Corning INC | — | NEW | New buy |
| 37 | REMX | Vaneck Rar Earth Nd Stg-usdi | — | NEW | New buy |
| 38 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 39 | LOW | Lowe's Cos INC | — | EXIT | Sold out |
| 40 | CB | Chubb Limited | — | EXIT | Sold out |
| 41 | TSEM | Tower Semiconductor Ltd. | — | EXIT | Sold out |
| 42 | MS | Morgan Stanley | — | NEW | New buy |
| 43 | INTC | Intel CORP | — | NEW | New buy |
| 44 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 45 | EWY | Ishares Msci South Korea ETF | — | NEW | New buy |
| 46 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 47 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 48 | SYY | Sysco CORP | — | EXIT | Sold out |
| 49 | ROK | Rockwell Automation INC | — | NEW | New buy |
| 50 | IQV | Iqvia Holdings INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-07 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-08 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-28 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-10 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-11 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-05 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-11 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-18 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-31 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-09 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-08 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-09 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-05 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-06 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-01 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-13 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-11 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-07 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-13 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-09 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001815025
Total reported value
$398.6M
79 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001652174
Total reported value
$398.6M
118 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001766509
Total reported value
$398.5M
173 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0000859139
Total reported value
$221.6M
32 stks
2026-03-31
1 of the top 5 holdings overlap, including Xtrackers Harvest Csi 300 Ch
CIK 0001591625
Total reported value
$259.4M
74 stks
2015-12-31
Stale — no recent filing
1 of the top 5 holdings overlap, including Xtrackers Harvest Csi 300 Ch
CIK 0001663801
Total reported value
$43.5M
5 stks
2024-09-30
Stale — no recent filing
1 of the top 5 holdings overlap, including Butterfly Network INC