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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
TPR icon
51
Tapestry
TPR
$30.8B
– –
-9,000
Closed -$790K
ULY
52
DELISTED
Urgent.ly
ULY
– –
-8,234
Closed -$52.7K
XEL icon
53
Xcel Energy
XEL
$48.8B
– –
-7,122
Closed -$485K
ARES.PRB
54
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.23B
– –
-11,000,000
Closed -$5.83M
KKR.PRD
55
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.25B
– –
-4,200,000
Closed -$2.25M
1 2
3

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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
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BWM
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KHCM
Kettle Hill Capital Management New York $399M AUM 10.05% 1-Year Est. Return

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.