Fosun International Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Fosun International Ltd reported 45 stock positions worth $321.0 million. Its top holding was Lanvin (LANV) at 37.6% of the portfolio, followed by Amneal Pharmaceuticals (AMRX, 23.2%) and Natures Sunshine Prods (NATR, 19.0%). Compared with Q4 2023, it opened 5 new positions, sold out of 4, added to 9 and reduced 9. The biggest buy was Microsoft (MSFT, shares +16%) and the biggest sale Amneal Pharmaceuticals (AMRX, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, F4
- CIK
- 0001447884
- Portfolio Value
- $321.0M (Q1 2024)
- SEC Filing
- 0001104659-24-060863 ↗ filed May 14, 2024
Holdings Value
Holdings 45 stocks · $321.0M
| LANV Lanvin Group Holdings Ltd. | 37.62% | 85,054,571 | $120.8M | No change |
| AMRX Amneal Pharmaceuticals Inc. | 23.25% | 12,314,248 | $74.6M | Reduce -42.8% |
| NATR Natures Sunshine Prods Inc. | 18.95% | 2,929,001 | $60.8M | No change |
| BFLY Butterfly Network Inc. | 3.61% | 10,716,630 | $11.6M | No change |
| MSFT Microsoft Corp. | 1.86% | 14,173 | $6.0M | Add +16.4% |
| UNH Unitedhealth Group Inc. | 1.21% | 7,878 | $3.9M | Add +61.8% |
| V Visa Inc. Class A | 1.08% | 12,421 | $3.5M | No change |
| GOOGL Alphabet Inc. Class A | 1.04% | 22,079 | $3.3M | Add +135.7% |
| SCHW Schwab (charles) Corp. | 0.84% | 37,359 | $2.7M | No change |
| KLAC KLA Corp. | 0.77% | 3,560 | $2.5M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.73% | 19,272 | $2.4M | Add +17.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.70% | 8,960 | $2.2M | Add +5.5% |
| SPGI S&P Global Inc. | 0.63% | 4,790 | $2.0M | Add +42.6% |
| BDX Becton Dickinson and Co. | 0.63% | 8,151 | $2.0M | No change |
| WH Wyndham Hotels & Resorts Inc. | 0.58% | 24,385 | $1.9M | Reduce -6.3% |
| HYPR Hyperfine Inc. | 0.54% | 1,742,020 | $1.7M | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.53% | 19,600 | $1.7M | Reduce -22.1% |
| ADI Analog Devices Inc. | 0.49% | 7,944 | $1.6M | Reduce -17.0% |
| JG Aurora Mobile Ltd.-ADR | 0.47% | 434,399 | $1.5M | No change |
| QSI Quantum-Si Inc. | 0.46% | 743,935 | $1.5M | No change |
| ADBE Adobe Inc. | 0.34% | 2,133 | $1.1M | Add +105.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 5,800 | $789K | Reduce -49.6% |
| QCOM Qualcomm Inc. | 0.24% | 4,600 | $779K | No change |
| SYY Sysco Corp. | 0.24% | 9,391 | $762K | Reduce -11.7% |
| NEE Nextera Energy Inc. | 0.21% | 10,562 | $675K | No change |
| NVDA Nvidia Corp. | 0.20% | 700 | $632K | New |
| TEL Te Connectivity Ltd. | 0.19% | 4,112 | $597K | Add +20.9% |
| MU Micron Technology Inc. | 0.18% | 5,000 | $589K | New |
| OXY Occidental Petroleum Corp. | 0.18% | 8,850 | $575K | No change |
| APD Air Products & Chemicals Inc. | 0.17% | 2,318 | $562K | No change |
| YUM Yum! Brands Inc. | 0.17% | 3,986 | $553K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 950 | $552K | No change |
| SNOW Snowflake Inc. | 0.16% | 3,267 | $528K | Add +30.7% |
| CB Chubb Ltd. | 0.16% | 2,000 | $518K | No change |
| IQV Iqvia Holdings Inc. | 0.16% | 2,000 | $506K | No change |
| LOW Lowe's Cos Inc. | 0.15% | 1,900 | $484K | No change |
| GPN Global Payments Inc. | 0.13% | 3,236 | $433K | Reduce -35.4% |
| FISV Fiserv Inc. | 0.12% | 2,313 | $370K | No change |
| SONY Sony Group Corp. - SP ADR | 0.11% | 4,250 | $364K | No change |
| DELL Dell Technologies -C | 0.11% | 3,000 | $342K | New |
| DHR Danaher Corp. | 0.09% | 1,200 | $300K | No change |
| AMT American Tower Corp. | 0.07% | 1,218 | $241K | Reduce -50.0% |
| VEEV Veeva Systems Inc. Class A | 0.07% | 950 | $220K | New |
| ELV Elevance Health Inc. | 0.07% | 410 | $213K | Reduce -50.0% |
| URGENTLY INC | 0.06% | 98,810 | $186K | New |
Portfolio Sells Q4 2023 → Q1 2024
| AMRX Amneal Pharmaceuticals Inc. | Reduce -42.8% | 23.25% | −3.37 |
| CNH CNH Industrial NV | Sold out | 0.00% | −0.17 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.10 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.09 |
| STT State Street Corp. | Sold out | 0.00% | −0.08 |
| AMT American Tower Corp. | Reduce -50.0% | 0.07% | −0.03 |
| ELV Elevance Health Inc. | Reduce -50.0% | 0.07% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -49.6% | 0.25% | +0.00 |
| GPN Global Payments Inc. | Reduce -35.4% | 0.13% | +0.01 |
| SYY Sysco Corp. | Reduce -11.7% | 0.24% | +0.08 |
| ADI Analog Devices Inc. | Reduce -17.0% | 0.49% | +0.10 |
| IFF Intl Flavors & Fragrances | Reduce -22.1% | 0.53% | +0.11 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -6.3% | 0.58% | +0.16 |
Portfolio Buys Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Add +16.4% | 1.86% | +0.92 |
| GOOGL Alphabet Inc. Class A | Add +135.7% | 1.04% | +0.77 |
| UNH Unitedhealth Group Inc. | Add +61.8% | 1.21% | +0.69 |
| DIS The Walt Disney Co. | Add +17.4% | 0.73% | +0.43 |
| SPGI S&P Global Inc. | Add +42.6% | 0.63% | +0.33 |
| AJG Arthur J Gallagher & Co. | Add +5.5% | 0.70% | +0.31 |
| ADBE Adobe Inc. | Add +105.1% | 0.34% | +0.21 |
| NVDA Nvidia Corp. | New | 0.20% | +0.20 |
| MU Micron Technology Inc. | New | 0.18% | +0.18 |
| DELL Dell Technologies -C | New | 0.11% | +0.11 |
| TEL Te Connectivity Ltd. | Add +20.9% | 0.19% | +0.09 |
| VEEV Veeva Systems Inc. Class A | New | 0.07% | +0.07 |
| SNOW Snowflake Inc. | Add +30.7% | 0.16% | +0.06 |
| URGENTLY INC | New | 0.06% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 71 | $412.9M | LANV, BFLY, CHA, ASHR, SPYM |
| Q1 2026 | 64 | $365.3M | LANV, CHA, BFLY, ASHR, GDX |
| Q4 2025 | 51 | $394.7M | LANV, CHA, BFLY, ASHR, SPYM |
| Q3 2025 | 46 | $267.4M | LANV, BFLY, ASHR, GOOGL, JG |
| Q2 2025 | 52 | $351.6M | LANV, IJH, BFLY, BBJP, ASHR |
| Q1 2025 | 47 | $351.2M | LANV, NATR, BFLY, MCHI, ASHR |
| Q4 2024 | 47 | $319.6M | LANV, NATR, BFLY, ASHR, KWEB |
| Q3 2024 | 52 | $303.7M | LANV, NATR, BFLY, AMRX, MCHI |
| Q2 2024 | 46 | $296.3M | LANV, NATR, AMRX, BFLY, MSFT |
| Q1 2024 | 45 | $321.0M | LANV, AMRX, NATR, BFLY, MSFT |