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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
NEE icon
51
NextEra Energy
NEE
$181B
$221K 0.05%
2,749
– –
KO icon
52
Coca-Cola
KO
$377B
$211K 0.05%
3,016
– –
AAPL icon
53
Apple
AAPL
$4.54T
– –
-2,500
Closed -$637K
DE icon
54
Deere & Co
DE
$160B
– –
-547
Closed -$250K
META icon
55
Meta Platforms (Facebook)
META
$1.42T
– –
-700
Closed -$514K
NATR icon
56
Nature's Sunshine
NATR
$354M
– –
-47,758
Closed -$741K
AS icon
57
Amer Sports
AS
$20.7B
– –
-15,500
Closed -$539K
1 2
3

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T2I
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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
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.