Fosun International Ltd
CIK
1447884
Location
HONG KONG, F4
Portfolio Value
Micro
$229,366
Diversification
Highly concentrated
Filing Date
Global Rank
#3,108
/ 8,232
▼ 72
Top Industry
Luxury Goods
45.5%
3Y Alpha vs SPY
-27.1%
Period ended 3 months ago
Filed May 14, 2026 · 32d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-19.1%
SPY
+74.2%
Annualised alpha
-27.1%
Max drawdown
−50.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
45.5%
−6.5 pts
Top 5
85.3%
−5.4 pts
Top 10
89.9%
−4.5 pts
HHI
2,819
Highly concentrated−643
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 71.6% | $214,592,548 |
| Healthcare | 16.6% | $49,884,628 |
| Technology | 5.7% | $16,991,464 |
| Financial Services | 3.2% | $9,520,043 |
| Communication Services | 1.9% | $5,828,198 |
| Industrials | 0.7% | $1,952,711 |
| Energy | 0.1% | $400,270 |
| Basic Materials | 0.1% | $394,493 |
| Consumer Defensive | 0.1% | $229,366 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSDL | Morgan Stanley Direct Lending Fund | +18,502 | 240,374 | $3,355,621 | |
| BABA | Alibaba Group Holding Ltd | +13,524 | 16,754 | $2,101,956 | |
| PDD | PDD Holdings Inc. | +10,251 | 21,289 | $2,175,310 | |
| AMZN | Amazon Com Inc | +7,526 | 11,205 | $2,333,665 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +5,584 | 6,439 | $2,176,060 | |
| MSFT | Microsoft Corp | +5,541 | 9,491 | $3,513,283 | |
| SNPS | Synopsys Inc | +2,277 | 3,657 | $1,449,927 | |
| ABBV | AbbVie Inc. | +1,790 | 3,817 | $830,159 | |
| WFC | Wells Fargo & Company/Mn | +1,618 | 6,316 | $502,816 | |
| ADI | Analog Devices Inc | +788 | 2,121 | $674,774 | |
| SPGI | S&P Global Inc. | +260 | 1,245 | $529,548 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CHA | Chagee Holdings Ltd. | −38,397 | 7,408,691 | $68,974,913 | |
| HSAI | Hesai Group | −10,333 | 136,090 | $2,602,040 | |
| OXY | Occidental Petroleum Corp /De/ | −2,639 | 6,158 | $400,270 | |
| TTMI | Ttm Technologies Inc | −2,500 | 2,500 | $243,550 | |
| NVDA | Nvidia Corp | −1,300 | 14,935 | $2,604,664 | |
| GOOGL | Alphabet Inc. | −898 | 12,702 | $3,652,587 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NDAQ | Nasdaq, Inc. | 20,350 | $1,727,511 | |
| NFLX | Netflix Inc | 14,526 | $1,396,674 | |
| FUTU | Futu Holdings Ltd | 10,161 | $1,389,618 | |
| BIDU | Baidu, Inc. | 6,991 | $778,937 | |
| CAT | Caterpillar Inc | 978 | $692,873 | |
| GLW | Corning Inc /Ny | 5,000 | $679,850 | |
| AMD | Advanced Micro Devices Inc | 3,202 | $651,382 | |
| MS | Morgan Stanley | 3,377 | $555,752 | |
| INTC | Intel Corp | 11,534 | $508,995 | |
| AZN | Astrazeneca PLC | 2,427 | $478,652 | |
| ASML | Asml Holding NV | 350 | $462,290 | |
| ROK | Rockwell Automation, Inc | 1,110 | $398,356 | |
| IQV | Iqvia Holdings Inc. | 2,193 | $373,994 | |
| CRML | Critical Metals Corp. | 16,666 | $132,328 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADBE | Adobe Inc. | 4,661 | $1,631,303 | |
| LOW | Lowes Companies Inc | 2,566 | $618,816 | |
| CB | Chubb Ltd | 1,954 | $609,882 | |
| TSEM | Tower Semiconductor Ltd | 5,000 | $587,100 | |
| SYY | Sysco Corp | 6,224 | $458,646 | |
| BDX | Becton Dickinson & Co | 2,520 | $384,478 | |
| LIN | Linde PLC | 860 | $366,695 | |
| CRM | Salesforce, Inc. | 1,302 | $344,912 | |
| IFF | International Flavors & Fragrances Inc | 4,347 | $292,944 | |
| TMUS | T-Mobile US, Inc. | 1,343 | $272,682 | |
| MU | Micron Technology Inc | 900 | $256,869 | |
| NEE | Nextera Energy Inc | 2,749 | $220,689 | |
| No positions match the current search. | ||||
1 positions ·
$229,366 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 3,016 | $229,366 | 100.00% |