Fosun International Ltd
Long book
$398.6M
Q1 2026
Positions
66
Top-10 weight
84%
concentration
Last quarter
+13.2%
SPY +14.8%
Turnover
52%
of book per quarter
Strategy in plain words
auto-generated from filingsFosun International Ltd is a concentrated fundamental stock-picker, running a $398.6M US long book across 66 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: LANVIN GROUP HOLDINGS LTD, CHAGEE HOLDINGS LTD-ADR, BUTTERFLY NETWORK INC, KKR & CO INC, XTRACKERS HARVEST CSI 300 CH.
Over the last 9 quarters its long book ran on average 1.5pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+5.2%
Q2 2024
+3.6%
Q3 2024
+14.3%
Q4 2024
+6.9%
Q1 2025
-3.5%
Q2 2025
-0.4%
Q3 2025
+4.7%
Q4 2025
-16.9%
Q1 2026
+13.2%
Sector allocation
Other 56%
Healthcare 19%
Financials 16%
Technology 6%
Services media 1%
Consumer discretionary 1%
Industrials 1%
Utilities 0%
Long book by quarter
What does Fosun International own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| LANV LANVIN GROUP HOLDINGS LTD | Other | 90.3M | $136.4M | 34.2% | Held |
| BFLY BUTTERFLY NETWORK INC | Healthcare | 10.7M | $43.3M | 10.9% | Held |
| KKR KKR & CO INC | Financials | 50.7M | $20.4M | 5.1% | +51.3% |
| ARES ARES MANAGEMENT CORP | Financials | 35.7M | $12.9M | 3.2% | +27.0% |
| GOOGL ALPHABET INC-CL A | Technology | 12.7K | $3.7M | 0.9% | -6.6% |
| MSFT MICROSOFT CORP | Technology | 9.5K | $3.5M | 0.9% | +140.3% |
| MSDL MORGAN STANLEY DIRECT LENDIN | — | 240.4K | $3.4M | 0.8% | +8.3% |
| NVDA NVIDIA CORP | Technology | 14.9K | $2.6M | 0.7% | -8.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 11.2K | $2.3M | 0.6% | +204.6% |
| HYPR HYPERFINE INC | Healthcare | 1.7M | $1.9M | 0.5% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 6.7K | $1.8M | 0.5% | Held |
| NDAQ NASDAQ INC | Financials | 20.4K | $1.7M | 0.4% | New |
| SNPS SYNOPSYS INC | Technology | 3.7K | $1.4M | 0.4% | +165.0% |
| NFLX NETFLIX INC | Services media | 14.5K | $1.4M | 0.4% | New |
| WM WASTE MANAGEMENT INC | Utilities | 3.7K | $861K | 0.2% | Held |
| ABBV ABBVIE INC | Healthcare | 3.8K | $830K | 0.2% | +88.3% |
| MRVL MARVELL TECHNOLOGY INC | Technology | 7.3K | $723K | 0.2% | Held |
| CAT CATERPILLAR INC | Industrials | 978 | $693K | 0.2% | New |
| GLW CORNING INC | Industrials | 5.0K | $680K | 0.2% | New |
| ADI ANALOG DEVICES INC | Technology | 2.1K | $675K | 0.2% | +59.1% |
| AMD ADVANCED MICRO DEVICES | Technology | 3.2K | $651K | 0.2% | New |
| QSI QUANTUM-SI INC | Other | 743.9K | $576K | 0.1% | Held |
| MS MORGAN STANLEY | Financials | 3.4K | $556K | 0.1% | New |
| AON AON PLC-CLASS A | Financials | 1.7K | $541K | 0.1% | Held |
| SPGI S&P GLOBAL INC | Services media | 1.2K | $530K | 0.1% | +26.4% |
| INTC INTEL CORP | Technology | 11.5K | $509K | 0.1% | New |
| WFC WELLS FARGO & CO | Financials | 6.3K | $503K | 0.1% | +34.4% |
| AZN ASTRAZENECA PLC | Healthcare | 2.4K | $479K | 0.1% | New |
| AVGO BROADCOM INC | Technology | 1.5K | $471K | 0.1% | Held |
| V VISA INC-CLASS A SHARES | Services media | 1.6K | $468K | 0.1% | Held |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 350 | $462K | 0.1% | New |
| AJG ARTHUR J GALLAGHER & CO | Financials | 2.1K | $449K | 0.1% | Held |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 826 | $406K | 0.1% | Held |
| OXY OCCIDENTAL PETROLEUM CORP | Energy | 6.2K | $400K | 0.1% | -30.0% |
| ROK ROCKWELL AUTOMATION INC | Other | 1.1K | $398K | 0.1% | New |
| IQV IQVIA HOLDINGS INC | Healthcare | 2.2K | $374K | 0.1% | New |
| TECK TECK RESOURCES LTD-CLS B | Materials | 5.1K | $262K | 0.1% | Held |
| TTMI TTM TECHNOLOGIES | Technology | 2.5K | $244K | 0.1% | -50.0% |
| KO COCA-COLA CO/THE | Consumer staples | 3.0K | $229K | 0.1% | Held |
| DHR DANAHER CORP | Technology | 1.2K | $228K | 0.1% | Held |
| CRML CRITICAL METALS CORP | Materials | 16.7K | $132K | 0.0% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 66 | $398.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 54 | $429.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 52 | $267.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 59 | $359.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 49 | $355.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 48 | $319.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 66 | $303.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 62 | $296.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 58 | $321.0M | canonical | SEC ↗ |
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