FI

Fosun International Ltd

Momentum followerSector-focusedConcentrated strategy

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%.

Personality snowflake

Concentration
73.01
Portfolio Stability
32.93
Momentum/Contrarian
100
Sector conviction
92.94
Diversification
100
Sizing Uniformity
66.51

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1LANVLanvin Group Holdings LimitedStock-Other34.22%-8.06%—
2CHAChagee Holdings Ltd-adrStock-Other21.62%+1.45%-0.52%
3BFLYButterfly Network INCStock-Other10.86%+1.38%—
4KKR 6.25 03-01-28 DKkr & Co INCStock-Financials5.12%+1.08%+51.34%
5ASHRXtrackers Harvest Csi 300 ChETF-Other4.26%——
6ARES 6.75 10-01-27 BAres Management CORPStock-Financials3.24%-0.06%+27.03%
7GDXVaneck Gold Miners ETFETF-Commodities2.18%+2.18%NEW
8GOOGLAlphabet Inc-cl AStock-Comm Services0.92%-0.07%-6.60%
9XMESs Spdr S&p Metals MiningETF-Other0.90%+0.90%NEW
10MSFTMicrosoft CORPStock-Tech0.88%+0.44%+140.28%
11MSDLMorgan Stanley Direct LendinStock-Other0.84%—+8.34%
12JGAurora Mobile Ltd-adrStock-Other0.71%——
13NVDANvidia CORPStock-Tech0.65%-0.05%-8.01%
14HSAIHesai GroupStock-Other0.65%-0.11%-7.06%
15AMZNAmazon.com INCStock-Consumer Disc0.59%+0.39%+204.57%
16TSMTaiwan Semiconductor-sp AdrStock-Tech0.55%+0.49%+653.10%
17PDDPdd Holdings INCStock-Consumer Disc0.55%+0.26%+92.87%
18VRPInvesco Variable Rate PreferETF-Other0.53%+0.53%NEW
19BABAAlibaba Group Holding-sp AdrStock-Consumer Disc0.53%+0.42%+418.70%
20FXIIshares China Large-cap ETFETF-Emerging Markets0.51%+0.51%NEW
21JD 0.25 06-01-29Jd.com INCStock-Consumer Disc0.50%+0.50%NEW
22AIQGlobal X Art Intel & TechETF-Tech0.49%+0.49%NEW
23HYPRHyperfine INCStock-Other0.47%——
24DXCM 0.375 05-15-28Dexcom INCStock-Healthcare0.46%——
25UNHUnitedhealth Group INCStock-Healthcare0.46%-0.06%—
26KRESs Spdr S&p Regional BankETF-Other0.45%+0.45%NEW
27GPN 1.5 03-01-31Global Payments INCStock-Industrials0.44%——
28NDAQNasdaq INCStock-Financials0.43%+0.43%NEW
29IWMIshares Russell 2000 ETFETF-Small Cap0.38%+0.38%NEW
30SNPSSynopsys INCStock-Tech0.36%+0.21%+165.00%
31NFLXNetflix INCStock-Comm Services0.35%+0.35%NEW
32FUTUFutu Holdings Ltd-adrStock-Financials0.35%+0.35%NEW
33QTUMDefiance Quantum ETFETF-Other0.25%+0.25%NEW
34XBISs Spdr S&p Biotech ETFETF-Tech0.23%+0.23%NEW
35WMWaste Management INCStock-Industrials0.22%——
36ABBVAbbvie INCStock-Healthcare0.21%+0.10%+88.31%
37BIDUBaidu INC - Spon AdrStock-Comm Services0.20%+0.20%NEW
38MRVLMarvell Technology INCStock-Tech0.18%——
39CATCaterpillar INCStock-Industrials0.17%+0.17%NEW
40GLWCorning INCStock-Tech0.17%+0.17%NEW
41ADIAnalog Devices INCStock-Tech0.17%—+59.11%
42REMXVaneck Rar Earth Nd Stg-usdiETF-Other0.17%+0.17%NEW
43AMDAdvanced Micro DevicesStock-Tech0.16%+0.16%NEW
44IXJIshares Global Healthcare EtETF-Other0.15%——
45QSIQuantum-si INCStock-Other0.14%——
46MSMorgan StanleyStock-Financials0.14%+0.14%NEW
47AONAon plcStock-Financials0.14%——
48SPGIS&p Global INCStock-Financials0.13%—+26.40%
49INTCIntel CORPStock-Tech0.13%+0.13%NEW
50WFCWells Fargo & CoStock-Financials0.13%—+34.44%
1–50 of 66

Holding changes this quarter

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).

Position changes disclosed by Fosun International Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1CHAChagee Holdings Ltd-adr+1.5%-0.52%Trim
2BFLYButterfly Network INC+1.4%—Unchanged
3KKR 6.25 03-01-28 DKkr & Co INC+1.1%+51.34%Add
4TSMTaiwan Semiconductor-sp Adr+0.5%+653.10%Add
5MSFTMicrosoft CORP+0.4%+140.28%Add
6BABAAlibaba Group Holding-sp Adr+0.4%+418.70%Add
7AMZNAmazon.com INC+0.4%+204.57%Add
8PDDPdd Holdings INC+0.3%+92.87%Add
9SNPSSynopsys INC+0.2%+165.00%Add
10ABBVAbbvie INC+0.1%+88.31%Add
11NVDANvidia CORP-0.1%-8.01%Trim
12ARES 6.75 10-01-27 BAres Management CORP-0.1%+27.03%Add
13UNHUnitedhealth Group INC-0.1%—Unchanged
14GOOGLAlphabet Inc-cl A-0.1%-6.60%Trim
15HSAIHesai Group-0.1%-7.06%Trim
16LANVLanvin Group Holdings Limited-8.1%—Unchanged
17SPYMSte Str Spdr Pt S&p 500 ETF—EXITSold out
18MCHIIshares Msci China ETF—EXITSold out
19GDXVaneck Gold Miners ETF—NEWNew buy
20XMESs Spdr S&p Metals Mining—NEWNew buy
21NEE 7.234 11-01-27Nextera Energy INC—EXITSold out
22VRPInvesco Variable Rate Prefer—NEWNew buy
23FXIIshares China Large-cap ETF—NEWNew buy
24JD 0.25 06-01-29Jd.com INC—NEWNew buy
25AIQGlobal X Art Intel & Tech—NEWNew buy
26KRESs Spdr S&p Regional Bank—NEWNew buy
27NDAQNasdaq INC—NEWNew buy
28ADBEAdobe INC—EXITSold out
29IWMIshares Russell 2000 ETF—NEWNew buy
30NFLXNetflix INC—NEWNew buy
31FUTUFutu Holdings Ltd-adr—NEWNew buy
32QTUMDefiance Quantum ETF—NEWNew buy
33XBISs Spdr S&p Biotech ETF—NEWNew buy
34BIDUBaidu INC - Spon Adr—NEWNew buy
35CATCaterpillar INC—NEWNew buy
36GLWCorning INC—NEWNew buy
37REMXVaneck Rar Earth Nd Stg-usdi—NEWNew buy
38AMDAdvanced Micro Devices—NEWNew buy
39LOWLowe's Cos INC—EXITSold out
40CBChubb Limited—EXITSold out
41TSEMTower Semiconductor Ltd.—EXITSold out
42MSMorgan Stanley—NEWNew buy
43INTCIntel CORP—NEWNew buy
44BDXBecton Dickinson And Co—EXITSold out
45EWYIshares Msci South Korea ETF—NEWNew buy
46AZNAstraZeneca PLC—NEWNew buy
47ASMLASML Holding N.V.—NEWNew buy
48SYYSysco CORP—EXITSold out
49ROKRockwell Automation INC—NEWNew buy
50IQVIqvia Holdings INC—NEWNew buy

FAQ

What is Fosun International Ltd and what type of investor is it?
Fosun International Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $398.6M, spread across 66 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) — $136.4M (34.2%) 2. Chagee Holdings Ltd-adr (CHA) — $86.2M (21.6%) 3. Butterfly Network INC (BFLY) — $43.3M (10.9%) 4. Kkr & Co INC (KKR 6.25 03-01-28 D) — $20.4M (5.1%) 5. Xtrackers Harvest Csi 300 Ch (ASHR) — $17.0M (4.3%)
What changes did Fosun International Ltd make in its most recent portfolio filing?
In the latest reported quarter, Fosun International Ltd made 47 notable position adjustments: 25 new positions were initiated, 9 existing holdings were added to, 4 positions were partially reduced, and 9 were completely exited. The largest of these moves: 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)
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: 50.2% • Information Technology: 18.0% • Consumer Discretionary: 10.9% • Health Care: 7.6% • Communication Services: 7.4% • Industrials: 4.7%