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FI

Fosun International Portfolio holdings

AUM $446M
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
+1.59%
1 Year Est. Return
+13.33%
3 Year Est. Return
+41.32%
5 Year Est. Return
+5.19%
10 Year Est. Return
+180.06%
AUM
$429M
AUM Growth
+$162M
Cap. Flow
+$174M
Cap. Flow %
40.51%
Top 10 Hldgs %
90.69%
Holding
59
New
13
Increased
4
Reduced
7
Closed
5

Top Buys

Rank Stock Value
1
CHA
Chagee Holdings Ltd
CHA
+$110M
2
KKR.PRD
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
+$17M
3
ARES.PRB
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
+$13.8M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$13.5M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$10.9M

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 Miscellaneous 18.68%
3 Healthcare 10.98%
4 Technology 3.04%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LANV icon
1
Lanvin Group Holdings
LANV
$119M
$182M 42.28%
90,334,215
– –
CHA
2
Chagee Holdings Ltd
CHA
$2.22B
$86.6M 20.17%
7,447,088
+7,408,691
+19,295% +$110M
BFLY icon
3
Butterfly Network
BFLY
$1.96B
$40.7M 9.48%
10,716,630
– –
KKR.PRD
4
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.46B
$17.4M 4.04%
+335,000
New +$17M
ASHR icon
5
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.56B
$17.1M 3.98%
520,270
– –
ARES.PRB
6
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.34B
$14.2M 3.3%
+281,200
New +$13.8M
SPYM
7
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$13.6M 3.17%
+169,500
New +$13.5M
MCHI icon
8
iShares MSCI China ETF
MCHI
$6.33B
$10.5M 2.43%
+174,000
New +$10.9M
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.14T
$4.26M 0.99%
13,600
-1,935
-12% -$553K
MSDL icon
10
Morgan Stanley Direct Lending Fund
MSDL
$1.28B
$3.66M 0.85%
+221,872
New +$3.75M
HSAI
11
Hesai Group
HSAI
$2.97B
$3.28M 0.76%
146,423
+34,815
+31% +$762K
NEE.PRT
12
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.45B
$3.27M 0.76%
+67,000
New +$3.34M
NVDA icon
13
NVIDIA
NVDA
$5.56T
$3.03M 0.71%
16,235
+3,300
+26% +$614K
JG
14
Aurora Mobile
JG
$38.6M
$2.53M 0.59%
405,199
– –
UNH icon
15
UnitedHealth
UNH
$356B
$2.22M 0.52%
6,711
-420
-6% -$142K
MSFT icon
16
Microsoft
MSFT
$3.71T
$1.91M 0.44%
3,950
-1,500
-28% -$752K
HYPR icon
17
Hyperfine
HYPR
$86.2M
$1.71M 0.4%
1,742,020
– –
ADBE icon
18
Adobe
ADBE
$106B
$1.63M 0.38%
4,661
– –
PDD icon
19
Pinduoduo
PDD
$117B
$1.25M 0.29%
+11,038
New +$1.37M
AMZN icon
20
Amazon
AMZN
$2.79T
$849K 0.2%
3,679
– –
WM icon
21
Waste Management
WM
$87.5B
$824K 0.19%
3,749
+1,348
+56% +$287K
QSI icon
22
Quantum-Si Incorporated
QSI
$168M
$818K 0.19%
743,935
– –
SNPS icon
23
Synopsys
SNPS
$75.5B
$648K 0.15%
1,380
-625
-31% -$278K
IXJ icon
24
iShares Global Healthcare ETF
IXJ
$4.31B
$630K 0.15%
+6,461
New +$611K
MRVL icon
25
Marvell Technology
MRVL
$201B
$620K 0.14%
7,299
-361
-5% -$31.6K
1
2 3

Similar funds

WSC
Wellington Shields & Co New York $446M AUM 38.92% 1-Year Est. Return
UB
Umpqua Bank Lake Oswego, Oregon $446M AUM 33.76% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FWA
Flagship Wealth Advisors Wakefield, Massachusetts $447M AUM 25.09% 1-Year Est. Return
BLC
Brown, Lisle/Cummings Providence, Rhode Island $446M AUM 23.9% 1-Year Est. Return
ML
Maniro Ltd Nassau $446M AUM
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 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 $174M 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: 335,000 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 Miscellaneous and Healthcare.

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: 335,000 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.