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FI

Fosun International Portfolio holdings

AUM $399M
1-Year Est. Return 16.11%
This Fund
S&P 500
This Quarter Est. Return
-0.59%
1 Year Est. Return
-16.11%
3 Year Est. Return
+16.92%
5 Year Est. Return
-0.68%
10 Year Est. Return
+98.52%
AUM
$267M
AUM Growth
-$92.2M
Cap. Flow
-$82M
Cap. Flow %
-30.65%
Top 10 Hldgs %
92.07%
Holding
56
New
2
Increased
4
Reduced
8
Closed
10

Top Buys

Rank Stock Value
1
HSAI
Hesai Group
HSAI
+$2.73M
2
AAPL icon
Apple
AAPL
+$565K
3
SNPS icon
Synopsys
SNPS
+$310K
4
MRVL icon
Marvell Technology
MRVL
+$289K
5
ABBV icon
AbbVie
ABBV
+$140K

Top Sells

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37M
2
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$15.5M
3
INDA icon
iShares MSCI India ETF
INDA
+$12.2M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$5.84M
5
ARES.PRB
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
+$5.83M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 72.63%
2 Healthcare 10.75%
3 Technology 5.19%
4 Communication Services 1.72%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AS icon
26
Amer Sports
AS
$21B
$539K 0.2%
15,500
– –
WM icon
27
Waste Management
WM
$90.5B
$530K 0.2%
2,401
– –
META icon
28
Meta Platforms (Facebook)
META
$1.37T
$514K 0.19%
700
– –
SYY icon
29
Sysco
SYY
$40.6B
$512K 0.19%
6,224
– –
AVGO icon
30
Broadcom
AVGO
$1.85T
$502K 0.19%
1,523
– –
SPGI icon
31
S&P Global
SPGI
$122B
$479K 0.18%
985
– –
BDX icon
32
Becton Dickinson
BDX
$45.6B
$472K 0.18%
2,520
– –
ABBV icon
33
AbbVie
ABBV
$455B
$469K 0.18%
2,027
+687
+51% +$140K
OXY icon
34
Occidental Petroleum
OXY
$55.6B
$416K 0.16%
8,797
– –
LIN icon
35
Linde
LIN
$235B
$409K 0.15%
860
– –
ADI icon
36
Analog Devices
ADI
$179B
$328K 0.12%
1,333
– –
TMUS icon
37
T-Mobile US
TMUS
$186B
$321K 0.12%
1,343
– –
CRM icon
38
Salesforce
CRM
$148B
$309K 0.12%
1,302
– –
IFF icon
39
International Flavors & Fragrances
IFF
$20.3B
$268K 0.1%
4,347
– –
DE icon
40
Deere & Co
DE
$162B
$250K 0.09%
547
– –
TSM icon
41
TSMC
TSM
$2.09T
$239K 0.09%
855
-440
-34% -$108K
DHR icon
42
Danaher
DHR
$138B
$238K 0.09%
1,200
– –
TECK icon
43
Teck Resources
TECK
$30.7B
$222K 0.08%
5,066
-5,066
-50% -$184K
NEE icon
44
NextEra Energy
NEE
$183B
$208K 0.08%
2,749
-8,031
-74% -$587K
KO icon
45
Coca-Cola
KO
$381B
$200K 0.07%
3,016
– –
BBJP icon
46
JPMorgan BetaBuilders Japan ETF
BBJP
$17.7B
– –
-251,400
Closed -$15.5M
IJH icon
47
iShares Core S&P Mid-Cap ETF
IJH
$122B
– –
-56,040
Closed -$37M
INDA icon
48
iShares MSCI India ETF
INDA
$6.88B
– –
-1,215,400
Closed -$12.2M
KWEB icon
49
KraneShares CSI China Internet ETF
KWEB
$5.55B
– –
-105,451
Closed -$3.62M
MCHI icon
50
iShares MSCI China ETF
MCHI
$6.28B
– –
-106,000
Closed -$5.84M
1
2
3

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T2I
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BA
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IAA
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THL
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MHC
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BWM
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KHCM
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Fosun International's Q3 2025 Portfolio in Review

As of Q3 2025, Fosun International held 56 positions worth $267M, down 26% from $360M the previous quarter. Its ten largest holdings account for 92% of the portfolio.

Fosun International withdrew a net $82M in Q3 2025, closing 10 positions and reducing 8 holdings. Its most notable exit was iShares Core S&P Mid-Cap ETF, an estimated $37M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 73% of assets, up from 56% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Fosun International opened a new position in Hesai Group worth $3.14M.

  • Fosun International's largest Q3 2025 buy was Hesai Group: 111,608 shares worth $3.14M.
  • Fosun International added most to Synopsys in Q3 2025, an estimated $310K increase.
  • Fosun International's biggest Q3 2025 reduction was NextEra Energy, cutting an estimated $587K.
  • Fosun International fully exited iShares Core S&P Mid-Cap ETF in Q3 2025, selling an estimated $37M.
  • Fosun International's ten largest holdings make up 92% of its $267M portfolio in Q3 2025.
  • Fosun International opened 2 new positions and closed 10 in Q3 2025.
  • Fosun International's portfolio value fell 26% quarter-over-quarter to $267M.

Based on Fosun International's 13F filing for Q3 2025, filed 14 Nov 2025.