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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
-2.58%
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
$360M
AUM Growth
+$4.59M
(+1.3%)
Cap. Flow
+$389M
Cap. Flow
% of AUM
108.18%
Top 10 Holdings %
Top 10 Hldgs %
88.84%
Holding
60
New
12
Increased
9
Reduced
11
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
KKR.PRD
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
|
+$206M |
| 2 |
ARES.PRB
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
|
+$151M |
| 3 |
iShares MSCI India ETF
INDA
|
+$64.9M |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$14.7M |
| 5 |
CHA
Chagee Holdings Ltd
CHA
|
+$1.16M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Nature's Sunshine
NATR
|
+$38.6M |
| 2 |
iShares MSCI China ETF
MCHI
|
+$8.4M |
| 3 |
KraneShares CSI China Internet ETF
KWEB
|
+$4.69M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.36M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$607K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 56.22% |
| 2 | Healthcare | 7.82% |
| 3 | Technology | 3.72% |
| 4 | Communication Services | 2.42% |
| 5 | Financials | 1.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Lanvin Group Holdings
LANV
$154M
| $198M | 55.01% |
90,334,215
| – | – |
|
2
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $37M | 10.28% |
56,040
-60
| -0.1% | -$3.52K |
|
3
Butterfly Network
BFLY
$1.75B
| $21.4M | 5.96% |
10,716,630
| – | – |
|
|
4
JPMorgan BetaBuilders Japan ETF
BBJP
$17.1B
| $15.5M | 4.32% |
+251,400
| New | +$14.7M |
|
5
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.34B
| $14.3M | 3.98% |
520,270
| – | – |
|
|
6
iShares MSCI India ETF
INDA
$6.78B
| $12.2M | 3.39% |
+1,215,400
| New | +$64.9M |
|
|
7
iShares MSCI China ETF
MCHI
$6.12B
| $5.84M | 1.62% |
106,000
-158,300
| -60% | -$8.4M |
|
|
ARES.PRB
8
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.19B
| $5.83M | 1.62% |
11,000,000
+3,000,000
| +38% | +$151M |
|
9
Meta Platforms (Facebook)
META
$1.64T
| $5.17M | 1.44% |
+700
| New | +$433K |
|
|
JG
10
Aurora Mobile
JG
$22.6M
| $4.36M | 1.21% |
405,199
| – | – |
|
|
11
KraneShares CSI China Internet ETF
KWEB
$5.43B
| $3.62M | 1.01% |
105,451
-141,577
| -57% | -$4.69M |
|
12
Alphabet (Google) Class A
GOOGL
$4.3T
| $3.23M | 0.9% |
18,321
-177
| -1% | -$29K |
|
13
Microsoft
MSFT
$2.99T
| $2.71M | 0.75% |
5,450
-1,183
| -18% | -$514K |
|
14
UnitedHealth
UNH
$383B
| $2.35M | 0.65% |
7,537
+2,380
| +46% | +$910K |
|
|
KKR.PRD
15
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.18B
| $2.25M | 0.63% |
+4,200,000
| New | +$206M |
|
16
NVIDIA
NVDA
$4.92T
| $2.04M | 0.57% |
12,935
+8,628
| +200% | +$1.09M |
|
17
Adobe
ADBE
$93.3B
| $1.8M | 0.5% |
4,661
-1,214
| -21% | -$468K |
|
18
Quantum-Si Incorporated
QSI
$178M
| $1.46M | 0.41% |
743,935
| – | – |
|
19
Visa
V
$686B
| $1.3M | 0.36% |
3,670
-1,551
| -30% | -$541K |
|
20
Hyperfine
HYPR
$97.1M
| $1.25M | 0.35% |
1,742,020
| – | – |
|
|
CHA
21
Chagee Holdings Ltd
CHA
$2.21B
| $986K | 0.27% |
+37,748
| New | +$1.16M |
|
|
22
Nature's Sunshine
NATR
$369M
| $949K | 0.26% |
64,167
-2,854,607
| -98% | -$38.6M |
|
23
Amazon
AMZN
$2.69T
| $807K | 0.22% |
3,679
+239
| +7% | +$47.3K |
|
24
Tapestry
TPR
$28.5B
| $790K | 0.22% |
+9,000
| New | +$682K |
|
25
NextEra Energy
NEE
$184B
| $748K | 0.21% |
10,780
+3,489
| +48% | +$242K |
|
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Fosun International's Q2 2025 Portfolio in Review
As of Q2 2025, Fosun International held 60 positions worth $360M, up 1.3% from $355M the previous quarter. Its ten largest holdings account for 89% of the portfolio.
Fosun International deployed $389M of net new capital in Q2 2025, opening 12 new positions and adding to 9 existing holdings. Its largest new stake was KKR & Co 6.25% Series D Preferred Stock: 4,200,000 shares worth $2.25M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 56% of assets, down from 62% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was Nature's Sunshine, an estimated $38.6M trimmed.
- Fosun International's largest Q2 2025 buy was KKR & Co 6.25% Series D Preferred Stock: 4,200,000 shares worth $2.25M.
- Fosun International added most to Ares Management Corp 6.75% Series B Preferred Stock in Q2 2025, an estimated $151M increase.
- Fosun International's biggest Q2 2025 reduction was Nature's Sunshine, cutting an estimated $38.6M.
- Fosun International fully exited iShares Core S&P Small-Cap ETF in Q2 2025, selling an estimated $1.36M.
- Fosun International's ten largest holdings make up 89% of its $360M portfolio in Q2 2025.
- Fosun International opened 12 new positions and closed 6 in Q2 2025.
- Fosun International's portfolio value rose 1.3% quarter-over-quarter to $360M.
Based on Fosun International's 13F filing for Q2 2025, filed 14 Aug 2025.