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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
+1.59%
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
$429M
AUM Growth
+$162M
Cap. Flow
+$3.56B
Cap. Flow %
829.09%
Top 10 Hldgs %
90.69%
Holding
59
New
13
Increased
4
Reduced
7
Closed
5

Top Buys

Rank Stock Value
1
KKR.PRD
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
+$1.7B
2
ARES.PRB
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
+$1.38B
3
NEE.PRT
NextEra Energy 7.234% Corporate Units
NEE.PRT
+$334M
4
CHA
Chagee Holdings Ltd
CHA
+$110M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$13.5M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$752K
2
NATR icon
Nature's Sunshine
NATR
+$741K
3
AAPL icon
Apple
AAPL
+$637K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$553K
5
AS icon
Amer Sports
AS
+$539K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 63.95%
2 Healthcare 10.98%
3 Technology 3.04%
4 Financials 1.6%
5 Communication Services 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
26
Lowe's Companies
LOW
$118B
$619K 0.14%
2,566
– –
CB icon
27
Chubb
CB
$135B
$610K 0.14%
1,954
– –
AON icon
28
Aon
AON
$77.8B
$592K 0.14%
1,677
– –
TSEM icon
29
Tower Semiconductor
TSEM
$23.9B
$587K 0.14%
+5,000
New +$482K
V icon
30
Visa
V
$684B
$544K 0.13%
1,550
-1,245
-45% -$424K
AJG icon
31
Arthur J. Gallagher & Co
AJG
$65.9B
$537K 0.13%
2,075
– –
AVGO icon
32
Broadcom
AVGO
$1.85T
$527K 0.12%
1,523
– –
SPGI icon
33
S&P Global
SPGI
$122B
$515K 0.12%
985
– –
BDX icon
34
Becton Dickinson
BDX
$45.6B
$489K 0.11%
2,520
– –
TMO icon
35
Thermo Fisher Scientific
TMO
$214B
$479K 0.11%
826
-900
-52% -$509K
BABA icon
36
Alibaba
BABA
$279B
$473K 0.11%
3,230
– –
ABBV icon
37
AbbVie
ABBV
$455B
$463K 0.11%
2,027
– –
SYY icon
38
Sysco
SYY
$40.6B
$459K 0.11%
6,224
– –
WFC icon
39
Wells Fargo
WFC
$258B
$438K 0.1%
+4,698
New +$408K
LIN icon
40
Linde
LIN
$235B
$367K 0.09%
860
– –
OXY icon
41
Occidental Petroleum
OXY
$55.6B
$362K 0.08%
8,797
– –
ADI icon
42
Analog Devices
ADI
$179B
$362K 0.08%
1,333
– –
TTMI icon
43
TTM Technologies
TTMI
$12B
$345K 0.08%
+5,000
New +$326K
CRM icon
44
Salesforce
CRM
$148B
$345K 0.08%
1,302
– –
IFF icon
45
International Flavors & Fragrances
IFF
$20.3B
$293K 0.07%
4,347
– –
DHR icon
46
Danaher
DHR
$138B
$275K 0.06%
1,200
– –
TMUS icon
47
T-Mobile US
TMUS
$186B
$273K 0.06%
1,343
– –
TSM icon
48
TSMC
TSM
$2.09T
$260K 0.06%
855
– –
MU icon
49
Micron Technology
MU
$988B
$257K 0.06%
+900
New +$207K
TECK icon
50
Teck Resources
TECK
$30.7B
$243K 0.06%
5,066
– –
1
2
3

Similar funds

NC
NovaPoint Capital Atlanta, Georgia $399M AUM 26.97% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
THL
Tillman Hartley LLC Denver, Colorado $398M AUM 16.44% 1-Year Est. Return
MHC
May Hill Capital Cohasset, Massachusetts $398M AUM 23.9% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
KHCM
Kettle Hill Capital Management New York $399M AUM 10.05% 1-Year Est. Return

Fosun International's Q4 2025 Portfolio in Review

As of Q4 2025, Fosun International held 59 positions worth $429M, up 61% from $267M the previous quarter. Its ten largest holdings account for 91% of the portfolio.

Fosun International deployed $3.56B of net new capital in Q4 2025, opening 13 new positions and adding to 4 existing holdings. Its largest new stake was KKR & Co 6.25% Series D Preferred Stock: 33,500,000 shares worth $17.4M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 64% of assets, down from 73% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Microsoft, an estimated $752K trimmed.

  • Fosun International's largest Q4 2025 buy was KKR & Co 6.25% Series D Preferred Stock: 33,500,000 shares worth $17.4M.
  • Fosun International added most to Chagee Holdings Ltd in Q4 2025, an estimated $110M increase.
  • Fosun International's biggest Q4 2025 reduction was Microsoft, cutting an estimated $752K.
  • Fosun International fully exited Nature's Sunshine in Q4 2025, selling an estimated $741K.
  • Fosun International's ten largest holdings make up 91% of its $429M portfolio in Q4 2025.
  • Fosun International opened 13 new positions and closed 5 in Q4 2025.
  • Fosun International's portfolio value rose 61% quarter-over-quarter to $429M.

Based on Fosun International's 13F filing for Q4 2025, filed 11 Feb 2026.