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FI

Fosun International Portfolio holdings

AUM $446M
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
+31.6%
1 Year Est. Return
+13.33%
3 Year Est. Return
+41.32%
5 Year Est. Return
+5.19%
10 Year Est. Return
+180.06%
AUM
$446M
AUM Growth
+$47.7M
Cap. Flow
-$91M
Cap. Flow %
-20.38%
Top 10 Hldgs %
80.3%
Holding
81
New
15
Increased
11
Reduced
18
Closed
8

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.1M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$8.2M
3
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$8.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.04M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.41M

Top Sells

Rank Stock Value
1
CHA
Chagee Holdings Ltd
CHA
+$17M
2
GDX icon
VanEck Gold Miners ETF
GDX
+$4.54M
3
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$3.57M
4
MSFT icon
Microsoft
MSFT
+$3.31M
5
HSAI
Hesai Group
HSAI
+$2.55M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 42.54%
2 Miscellaneous 25.56%
3 Healthcare 20.59%
4 Technology 6.18%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LANV icon
1
Lanvin Group Holdings
LANV
$118M
$132M 29.56%
90,334,215
– –
BFLY icon
2
Butterfly Network
BFLY
$2.24B
$86.2M 19.31%
10,234,923
-481,707
-4% -$2.49M
CHA
3
Chagee Holdings Ltd
CHA
$2.06B
$54.5M 12.2%
5,848,854
-1,559,837
-21% -$17M
KKR.PRD
4
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.47B
$20.2M 4.53%
507,000
– –
ASHR icon
5
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.56B
$18.8M 4.21%
511,946
-8,324
-2% -$293K
ARES.PRB
6
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.36B
$13.1M 2.93%
357,200
– –
SPYM
7
State Street SPDR Portfolio S&P 500 ETF
SPYM
$171B
$12.5M 2.8%
+142,160
New +$12.1M
QQQM icon
8
Invesco NASDAQ 100 ETF
QQQM
$104B
$8.77M 1.96%
+28,936
New +$8.2M
IEUR icon
9
iShares Core MSCI Europe ETF
IEUR
$9.41B
$8.12M 1.82%
+107,970
New +$8.05M
NVDA icon
10
NVIDIA
NVDA
$5.25T
$4.39M 0.98%
21,945
+7,010
+47% +$1.44M
SOXX icon
11
iShares Semiconductor ETF
SOXX
$41.5B
$4.31M 0.96%
+6,720
New +$3.41M
VOO icon
12
Vanguard S&P 500 ETF
VOO
$1.03T
$4.16M 0.93%
+6,060
New +$4.04M
TSM icon
13
TSMC
TSM
$2.17T
$4.1M 0.92%
8,582
+2,143
+33% +$870K
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$4.24T
$3.84M 0.86%
10,735
-1,967
-15% -$708K
MSDL icon
15
Morgan Stanley Direct Lending Fund
MSDL
$1.28B
$3.63M 0.81%
240,374
– –
GDX icon
16
VanEck Gold Miners ETF
GDX
$31B
$3.27M 0.73%
43,304
-51,343
-54% -$4.54M
AVGO icon
17
Broadcom
AVGO
$1.75T
$3.25M 0.73%
8,597
+7,074
+464% +$2.84M
GLW icon
18
Corning
GLW
$128B
$3.19M 0.71%
12,483
+7,483
+150% +$1.36M
AIQ icon
19
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$2.74M 0.61%
41,689
– –
AMZN icon
20
Amazon
AMZN
$2.87T
$2.66M 0.6%
11,177
-28
-0.2% -$7.03K
LITE icon
21
Lumentum
LITE
$80.3B
$2.43M 0.54%
+2,827
New +$2.52M
HYPR icon
22
Hyperfine
HYPR
$88.4M
$2.35M 0.53%
1,742,020
– –
AMD icon
23
Advanced Micro Devices
AMD
$760B
$2.23M 0.5%
3,845
+643
+20% +$264K
VRP icon
24
Invesco Variable Rate Preferred ETF
VRP
$3.03B
$2.2M 0.49%
90,652
+2,070
+2% +$50.3K
KRE icon
25
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
$2.19M 0.49%
29,324
+1,909
+7% +$134K
1
2 3 4

Similar funds

WSC
Wellington Shields & Co New York $446M AUM 38.92% 1-Year Est. Return
UB
Umpqua Bank Lake Oswego, Oregon $446M AUM 33.76% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FWA
Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return
ML
Maniro Ltd Nassau $446M AUM
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return

Fosun International's Q2 2026 Portfolio in Review

As of Q2 2026, Fosun International held 81 positions worth $446M, up 12% from $399M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Fosun International withdrew a net $91M in Q2 2026, closing 8 positions and reducing 18 holdings. Its most notable exit was State Street SPDR S&P Metals & Mining ETF, an estimated $3.57M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 43% of assets, down from 58% a quarter earlier, followed by Miscellaneous and Healthcare.

Against the trend, Fosun International opened a new position in State Street SPDR Portfolio S&P 500 ETF worth $12.5M.

  • Fosun International's largest Q2 2026 buy was State Street SPDR Portfolio S&P 500 ETF: 142,160 shares worth $12.5M.
  • Fosun International added most to Broadcom in Q2 2026, an estimated $2.84M increase.
  • Fosun International's biggest Q2 2026 reduction was Chagee Holdings Ltd, cutting an estimated $17M.
  • Fosun International fully exited State Street SPDR S&P Metals & Mining ETF in Q2 2026, selling an estimated $3.57M.
  • Fosun International's ten largest holdings make up 80% of its $446M portfolio in Q2 2026.
  • Fosun International opened 15 new positions and closed 8 in Q2 2026.
  • Fosun International's portfolio value rose 12% quarter-over-quarter to $446M.

Based on Fosun International's 13F filing for Q2 2026, filed 12 Aug 2026.