Fosun International Ltd

CIK

1447884

Location

HONG KONG, F4

Portfolio Value

Small $415,187,792

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,287 / 8,814 ▲ 139

Top Industry

Luxury Goods 36.7%

Period ended 4 months ago

Filed Aug 12, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.3% of the book (60%+)

Turnover

Low turnover

21.6% over the last four quarters (under 30%)

Horizon

Horizon unknown

The value-weighted holding period is at least 11.8 quarters, but 1.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 86.6%; sector active share 55.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

31.8%

−8.3 pts

Top 5

77.5%

−3.4 pts

Top 10

86.3%

−0.8 pts

HHI

1,786

Moderately concentrated−444

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	49.5%	$205,659,702	6
Healthcare	22.1%	$91,858,494	8
Unclassified	13.5%	$56,167,375	15
Technology	6.6%	$27,574,946	14
Financial Services	4.8%	$19,928,001	10
Industrials	1.5%	$6,330,606	6
Communication Services	1.3%	$5,516,860	3
Consumer Defensive	0.3%	$1,380,664	2
Basic Materials	0.1%	$472,050	2
Energy	0.1%	$299,094	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc	+7,483	12,483	$3,188,532
AVGO	Broadcom Inc.	+7,074	8,597	$3,247,516
NVDA	Nvidia Corp	+7,010	21,945	$4,390,975
REMX	VanEck Rare Earth and Strategic Metals ETF	+4,112	11,706	$1,035,981
FXI	iShares China Large-Cap ETF	+2,745	59,853	$1,890,756
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+2,143	8,582	$4,098,505
VRP	Invesco Ltd.	+2,070	90,652	$2,203,750
KRE	State Street(R) SPDR(R) S&P(R) Regional Banking ETF	+1,909	29,324	$2,194,901
ADI	Analog Devices Inc	+1,000	3,121	$1,239,567
AMD	Advanced Micro Devices Inc	+643	3,845	$2,233,598
IWM	iShares Russell 2000 ETF	+25	6,208	$1,865,193
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
CHA	Chagee Holdings Ltd.	−1,559,837	5,848,854	$70,303,225
BFLY	Butterfly Network, Inc.	−481,707	10,234,923	$86,178,051
HSAI	Hesai Group	−124,457	11,633	$211,953
GDX	VanEck Gold Miners ETF	−51,343	43,304	$3,267,286
BABA	Alibaba Group Holding Ltd	−13,528	3,226	$309,631
NDAQ	Nasdaq, Inc.	−9,516	10,834	$853,935
ASHR	DBX ETF Trust	−8,324	511,946	$18,767,940
MSFT	Microsoft Corp	−8,191	1,300	$484,926
UNH	Unitedhealth Group Inc	−5,163	1,548	$643,395
SNPS	Synopsys Inc	−2,691	966	$430,903
INTC	Intel Corp	−2,560	8,974	$1,253,039
MRVL	Marvell Technology, Inc.	−2,409	4,890	$1,456,682
GOOGL	Alphabet Inc.	−1,967	10,735	$3,836,366
BIDU	Baidu, Inc.	−1,362	5,629	$643,338
—		−1,173	7,943	$1,313,613
EWY	iShares Trust	−854	3,051	$0
AMZN	Amazon Com Inc	−28	11,177	$2,663,926
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	142,160	$12,493,020
QQQM	Invesco Ltd.	28,936	$8,766,739
IEUR	iShares Core MSCI Europe ETF	107,970	$8,116,104
VOO	VANGUARD 500 INDEX FUND	6,060	$4,162,068
LITE	Lumentum Holdings Inc.	2,827	$2,425,735
GS	Goldman Sachs Group Inc	1,658	$1,676,851
ITT	Itt Inc.	7,448	$1,472,916
GNRC	Generac Holdings Inc.	5,005	$1,465,514
BUD	Anheuser-Busch InBev SA	13,781	$1,135,554
NVT	nVent Electric plc	5,693	$965,589
STM	STMicroelectronics N.V.	7,000	$524,230
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	8,000	$424,880
MCD	Mcdonalds Corp	1,047	$283,014
SOXX	iShares Semiconductor ETF	6,720	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	33,059	$3,570,702
PDD	PDD Holdings Inc.	21,289	$2,175,310
FUTU	Futu Holdings Ltd	10,161	$1,389,618
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	7,323	$935,366
SPGI	S&P Global Inc.	1,245	$529,548
AZN	Astrazeneca PLC	2,427	$478,652
BBJP	JPMorgan BetaBuilders Japan ETF	4,870	$335,591
TTMI	Ttm Technologies Inc	2,500	$243,550
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $415,187,792 total · filing declares 73 positions · $446,237,185 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
LANV	Lanvin Group Holdings Ltd Consumer Cyclical	Held	90,334,215	0	$131,887,953	−3.3%	15	$9.04	31.77%
BFLY	Butterfly Network, Inc. Healthcare	Reduced	10,234,923	-481,707	$86,178,051	+99.0%	22	$19.79	20.76%
CHA	Chagee Holdings Ltd. Consumer Cyclical	Reduced	5,848,854	-1,559,837	$70,303,225	+1.9%	5	$14.94	16.93%
ASHR	DBX ETF Trust	Reduced	511,946	-8,324	$18,767,940	+10.5%	8	$27.56	4.52%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	NEW	142,160	NEW	$12,493,020	NEW	1	$85.32	3.01%
QQQM	Invesco Ltd. Financial Services	NEW	28,936	NEW	$8,766,739	NEW	1	$283.27	2.11%
IEUR	iShares Core MSCI Europe ETF	NEW	107,970	NEW	$8,116,104	NEW	1	unpriced	1.95%
NVDA	Nvidia Corp Technology	Added	21,945	+7,010	$4,390,975	+68.6%	7	$160.55	1.06%
VOO	VANGUARD 500 INDEX FUND	NEW	6,060	NEW	$4,162,068	NEW	1	unpriced	1.00%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,582	+2,143	$4,098,505	+88.3%	7	$344.52	0.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,735	-1,967	$3,836,366	+5.0%	26+	before history	0.92%
MSDL	Morgan Stanley Direct Lending Fund Financial Services	Held	240,374	0	$3,634,454	+8.3%	3	$16.80	0.88%
GDX	VanEck Gold Miners ETF	Reduced	43,304	-51,343	$3,267,286	−62.4%	2	$98.53	0.79%
AVGO	Broadcom Inc. Technology	Added	8,597	+7,074	$3,247,516	+588.9%	9	$356.52	0.78%
GLW	Corning Inc Technology	Added	12,483	+7,483	$3,188,532	+369.0%	2	$157.37	0.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,177	-28	$2,663,926	+14.2%	9	$209.93	0.64%
LITE	Lumentum Holdings Inc. Technology	NEW	2,827	NEW	$2,425,735	NEW	1	$892.05	0.58%
HYPR	Hyperfine, Inc. Healthcare	Held	1,742,020	0	$2,351,727	+25.0%	19	$9.78	0.57%
AMD	Advanced Micro Devices Inc Technology	Added	3,845	+643	$2,233,598	+242.9%	2	$246.37	0.54%
VRP	Invesco Ltd. Financial Services	Added	90,652	+2,070	$2,203,750	+3.7%	2	$24.36	0.53%
KRE	State Street(R) SPDR(R) S&P(R) Regional Banking ETF	Added	29,324	+1,909	$2,194,901	+22.9%	2	$67.74	0.53%
JG	Aurora Mobile Ltd Technology	Held	405,199	0	$1,904,435	−32.8%	20	$26.10	0.46%
FXI	iShares China Large-Cap ETF	Added	59,853	+2,745	$1,890,756	−7.8%	2	unpriced	0.46%
IWM	iShares Russell 2000 ETF	Added	6,208	+25	$1,865,193	+21.6%	2	unpriced	0.45%
GS	Goldman Sachs Group Inc Financial Services	NEW	1,658	NEW	$1,676,851	NEW	1	$974.94	0.40%
ITT	Itt Inc. Industrials	NEW	7,448	NEW	$1,472,916	NEW	1	$202.20	0.35%
GNRC	Generac Holdings Inc. Industrials	NEW	5,005	NEW	$1,465,514	NEW	1	$250.47	0.35%
MRVL	Marvell Technology, Inc. Technology	Reduced	4,890	-2,409	$1,456,682	+101.5%	5	$68.15	0.35%
		Reduced	7,943	-1,173	$1,313,613	+34.3%	2	$114.49	0.32%
INTC	Intel Corp Technology	Reduced	8,974	-2,560	$1,253,039	+146.2%	2	$45.84	0.30%
ADI	Analog Devices Inc Technology	Added	3,121	+1,000	$1,239,567	+83.7%	21	$279.00	0.30%
BUD	Anheuser-Busch InBev SA Consumer Defensive	NEW	13,781	NEW	$1,135,554	NEW	1	$78.64	0.27%
CAT	Caterpillar Inc Industrials	Held	978	0	$1,041,472	+50.3%	2	$692.61	0.25%
NFLX	Netflix Inc Communication Services	Held	14,526	0	$1,037,156	−25.7%	2	$88.11	0.25%
REMX	VanEck Rare Earth and Strategic Metals ETF	Added	11,706	+4,112	$1,035,981	+55.0%	2	$92.52	0.25%
NVT	nVent Electric plc Industrials	NEW	5,693	NEW	$965,589	NEW	1	$155.92	0.23%
ABBV	AbbVie Inc. Healthcare	Held	3,817	0	$960,509	+15.7%	5	$205.92	0.23%
NDAQ	Nasdaq, Inc. Financial Services	Reduced	10,834	-9,516	$853,935	−50.6%	2	$89.61	0.21%
WM	Waste Management Inc Industrials	Held	3,749	0	$835,577	−3.0%	8	$212.21	0.20%
MS	Morgan Stanley Financial Services	Held	3,377	0	$705,928	+27.0%	2	$173.13	0.17%
ASML	Asml Holding NV Technology	Held	350	0	$696,303	+50.6%	2	$1,370.36	0.17%
QSI	Quantum-Si Inc Healthcare	Held	743,935	0	$658,382	+14.3%	21	$10.48	0.16%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,548	-5,163	$643,395	−64.6%	26+	before history	0.15%
BIDU	Baidu, Inc. Communication Services	Reduced	5,629	-1,362	$643,338	−17.4%	2	$135.60	0.15%
IXJ	iShares Global Healthcare ETF	Held	6,461	0	$635,633	+5.2%	3	unpriced	0.15%
AON	Aon plc Financial Services	Held	1,677	0	$556,244	+2.8%	5	$362.32	0.13%
ROK	Rockwell Automation, Inc Industrials	Held	1,110	0	$549,538	+38.0%	2	$394.62	0.13%
V	Visa Inc. Financial Services	Held	1,550	0	$531,789	+13.5%	26+	before history	0.13%
STM	STMicroelectronics N.V. Technology	NEW	7,000	NEW	$524,230	NEW	1	$60.14	0.13%
WFC	Wells Fargo & Company Financial Services	Held	6,316	0	$521,954	+3.8%	3	$86.58	0.13%

Showing the top 50 of 67 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.