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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
-14.72%
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
$399M
AUM Growth
-$30.9M
Cap. Flow
+$26.5M
Cap. Flow %
6.64%
Top 10 Hldgs %
84.19%
Holding
81
New
27
Increased
13
Reduced
6
Closed
15

Top Buys

Rank Stock Value
1
GDX icon
VanEck Gold Miners ETF
GDX
+$9.33M
2
KKR.PRD
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
+$7.77M
3
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$3.86M
4
ARES.PRB
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
+$3.27M
5
MSFT icon
Microsoft
MSFT
+$2.32M

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$13.6M
2
MCHI icon
iShares MSCI China ETF
MCHI
+$10.5M
3
NEE.PRT
NextEra Energy 7.234% Corporate Units
NEE.PRT
+$3.27M
4
ADBE icon
Adobe
ADBE
+$1.63M
5
LOW icon
Lowe's Companies
LOW
+$619K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 58.15%
2 Miscellaneous 20.47%
3 Healthcare 12.52%
4 Technology 4.26%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LANV icon
1
Lanvin Group Holdings
LANV
$118M
$136M 34.22%
90,334,215
– –
CHA
2
Chagee Holdings Ltd
CHA
$2.06B
$86.2M 21.62%
7,408,691
-38,397
-0.5% -$430K
BFLY icon
3
Butterfly Network
BFLY
$2.24B
$43.3M 10.86%
10,716,630
– –
KKR.PRD
4
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.47B
$20.4M 5.12%
507,000
+172,000
+51% +$7.77M
ASHR icon
5
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.56B
$17M 4.26%
520,270
– –
ARES.PRB
6
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.36B
$12.9M 3.24%
357,200
+76,000
+27% +$3.27M
GDX icon
7
VanEck Gold Miners ETF
GDX
$31B
$8.69M 2.18%
+94,647
New +$9.33M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.24T
$3.65M 0.92%
12,702
-898
-7% -$282K
XME icon
9
State Street SPDR S&P Metals & Mining ETF
XME
$4.74B
$3.57M 0.9%
+33,059
New +$3.86M
MSFT icon
10
Microsoft
MSFT
$3.81T
$3.51M 0.88%
9,491
+5,541
+140% +$2.32M
MSDL icon
11
Morgan Stanley Direct Lending Fund
MSDL
$1.28B
$3.36M 0.84%
240,374
+18,502
+8% +$286K
JG
12
Aurora Mobile
JG
$38.6M
$2.83M 0.71%
405,199
– –
NVDA icon
13
NVIDIA
NVDA
$5.25T
$2.6M 0.65%
14,935
-1,300
-8% -$239K
HSAI
14
Hesai Group
HSAI
$2.74B
$2.6M 0.65%
136,090
-10,333
-7% -$261K
AMZN icon
15
Amazon
AMZN
$2.87T
$2.33M 0.59%
11,205
+7,526
+205% +$1.66M
TSM icon
16
TSMC
TSM
$2.17T
$2.18M 0.55%
6,439
+5,584
+653% +$1.92M
PDD icon
17
Pinduoduo
PDD
$122B
$2.18M 0.55%
21,289
+10,251
+93% +$1.08M
VRP icon
18
Invesco Variable Rate Preferred ETF
VRP
$3.03B
$2.12M 0.53%
+88,582
New +$2.16M
BABA icon
19
Alibaba
BABA
$296B
$2.1M 0.53%
16,754
+13,524
+419% +$2.03M
FXI icon
20
iShares China Large-Cap ETF
FXI
$4.23B
$2.05M 0.51%
+57,108
New +$2.17M
AIQ icon
21
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$1.95M 0.49%
+41,689
New +$2.09M
HYPR icon
22
Hyperfine
HYPR
$88.4M
$1.88M 0.47%
1,742,020
– –
UNH icon
23
UnitedHealth
UNH
$353B
$1.82M 0.46%
6,711
– –
KRE icon
24
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
$1.79M 0.45%
+27,415
New +$1.85M
NDAQ icon
25
Nasdaq
NDAQ
$55.5B
$1.73M 0.43%
+20,350
New +$1.82M
1
2 3 4

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
ML
Maniro Ltd Nassau $446M AUM
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return

Fosun International's Q1 2026 Portfolio in Review

As of Q1 2026, Fosun International held 81 positions worth $399M, down 7.2% from $429M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Fosun International deployed $26.5M of net new capital in Q1 2026, opening 27 new positions and adding to 13 existing holdings. Its largest new stake was VanEck Gold Miners ETF: 94,647 shares worth $8.69M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 58% of assets, down from 64% a quarter earlier, followed by Miscellaneous and Healthcare.

On the sell side, the largest reduction was Chagee Holdings Ltd, an estimated $430K trimmed.

  • Fosun International's largest Q1 2026 buy was VanEck Gold Miners ETF: 94,647 shares worth $8.69M.
  • Fosun International added most to KKR & Co 6.25% Series D Preferred Stock in Q1 2026, an estimated $7.77M increase.
  • Fosun International's biggest Q1 2026 reduction was Chagee Holdings Ltd, cutting an estimated $430K.
  • Fosun International fully exited State Street SPDR Portfolio S&P 500 ETF in Q1 2026, selling an estimated $13.6M.
  • Fosun International's ten largest holdings make up 84% of its $399M portfolio in Q1 2026.
  • Fosun International opened 27 new positions and closed 15 in Q1 2026.
  • Fosun International's portfolio value fell 7.2% quarter-over-quarter to $399M.

Based on Fosun International's 13F filing for Q1 2026, filed 14 May 2026.