Fosun International Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Fosun International Ltd reported 46 stock positions worth $296.3 million. Its top holding was Lanvin (LANV) at 54.6% of the portfolio, followed by Natures Sunshine Prods (NATR, 14.9%) and Amneal Pharmaceuticals (AMRX, 10.0%). Compared with Q1 2024, it opened 6 new positions, sold out of 5, added to 7 and reduced 12. The biggest buy was Lanvin (LANV, shares +6%) and the biggest sale Amneal Pharmaceuticals (AMRX, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, F4
- CIK
- 0001447884
- Portfolio Value
- $296.3M (Q2 2024)
- SEC Filing
- 0001104659-24-087165 ↗ filed Aug 8, 2024
Holdings Value
Holdings 46 stocks · $296.3M
| LANV Lanvin Group Holdings Ltd. | 54.56% | 90,334,215 | $161.7M | Add +6.2% |
| NATR Natures Sunshine Prods Inc. | 14.89% | 2,929,001 | $44.1M | No change |
| AMRX Amneal Pharmaceuticals Inc. | 9.98% | 4,655,403 | $29.6M | Reduce -62.2% |
| BFLY Butterfly Network Inc. | 3.04% | 10,716,630 | $9.0M | No change |
| MSFT Microsoft Corp. | 2.14% | 14,173 | $6.3M | No change |
| UNH Unitedhealth Group Inc. | 1.45% | 8,418 | $4.3M | Add +6.8% |
| GOOGL Alphabet Inc. Class A | 1.36% | 22,079 | $4.0M | No change |
| KLAC KLA Corp. | 1.12% | 4,015 | $3.3M | Add +12.8% |
| V Visa Inc. Class A | 1.07% | 12,048 | $3.2M | Reduce -3.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.74% | 8,436 | $2.2M | Reduce -5.8% |
| SPGI S&P Global Inc. | 0.72% | 4,790 | $2.1M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.65% | 19,272 | $1.9M | No change |
| BDX Becton Dickinson and Co. | 0.64% | 8,151 | $1.9M | No change |
| ADI Analog Devices Inc. | 0.54% | 7,022 | $1.6M | Reduce -11.6% |
| ADBE Adobe Inc. | 0.54% | 2,857 | $1.6M | Add +33.9% |
| SCHW Schwab (charles) Corp. | 0.53% | 21,127 | $1.6M | Reduce -43.5% |
| HYPR Hyperfine Inc. | 0.50% | 1,742,020 | $1.5M | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.48% | 15,035 | $1.4M | Reduce -23.3% |
| WH Wyndham Hotels & Resorts Inc. | 0.47% | 18,676 | $1.4M | Reduce -23.4% |
| JG Aurora Mobile Ltd.-ADR | 0.42% | 434,399 | $1.3M | No change |
| QCOM Qualcomm Inc. | 0.31% | 4,600 | $916K | No change |
| QSI Quantum-Si Inc. | 0.26% | 743,935 | $781K | No change |
| APD Air Products & Chemicals Inc. | 0.26% | 2,947 | $760K | Add +27.1% |
| MU Micron Technology Inc. | 0.25% | 5,606 | $737K | Add +12.1% |
| NEE Nextera Energy Inc. | 0.23% | 9,721 | $688K | Reduce -8.0% |
| SYY Sysco Corp. | 0.23% | 9,391 | $670K | No change |
| AAPL Apple Inc. | 0.21% | 3,000 | $632K | New |
| NVDA Nvidia Corp. | 0.21% | 5,050 | $624K | Reduce -27.9% |
| TEL Te Connectivity Ltd. | 0.21% | 4,112 | $619K | No change |
| AMZN Amazon.com Inc. | 0.19% | 2,958 | $572K | New |
| OXY Occidental Petroleum Corp. | 0.19% | 8,850 | $558K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 950 | $525K | No change |
| IQV Iqvia Holdings Inc. | 0.14% | 2,000 | $423K | No change |
| DELL Dell Technologies -C | 0.14% | 3,000 | $414K | No change |
| AVGO Broadcom Inc. | 0.13% | 240 | $385K | New |
| HPQ HP Inc. | 0.13% | 11,000 | $385K | New |
| CB Chubb Ltd. | 0.13% | 1,491 | $380K | Reduce -25.4% |
| FISV Fiserv Inc. | 0.12% | 2,313 | $345K | No change |
| SNOW Snowflake Inc. | 0.10% | 2,300 | $311K | Reduce -29.6% |
| DHR Danaher Corp. | 0.10% | 1,200 | $300K | No change |
| LOW Lowe's Cos Inc. | 0.08% | 1,136 | $250K | Reduce -40.2% |
| WMG Warner Music Group Corp. Class A | 0.08% | 7,951 | $244K | New |
| AMT American Tower Corp. | 0.08% | 1,218 | $237K | No change |
| TMUS T-Mobile US Inc. | 0.08% | 1,343 | $237K | New |
| ELV Elevance Health Inc. | 0.07% | 410 | $222K | No change |
| URGENTLY INC | 0.06% | 98,811 | $170K | Add +0.0% |
Portfolio Sells Q1 2024 → Q2 2024
| AMRX Amneal Pharmaceuticals Inc. | Reduce -62.2% | 9.98% | −13.27 |
| SCHW Schwab (charles) Corp. | Reduce -43.5% | 0.53% | −0.32 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.25 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.17 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.13 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -23.4% | 0.47% | −0.12 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.11 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -40.2% | 0.08% | −0.07 |
| SNOW Snowflake Inc. | Reduce -29.6% | 0.10% | −0.06 |
| IFF Intl Flavors & Fragrances | Reduce -23.3% | 0.48% | −0.04 |
| CB Chubb Ltd. | Reduce -25.4% | 0.13% | −0.03 |
| V Visa Inc. Class A | Reduce -3.0% | 1.07% | −0.01 |
| NVDA Nvidia Corp. | Reduce -27.9% | 0.21% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -8.0% | 0.23% | +0.02 |
| AJG Arthur J Gallagher & Co. | Reduce -5.8% | 0.74% | +0.04 |
| ADI Analog Devices Inc. | Reduce -11.6% | 0.54% | +0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| LANV Lanvin Group Holdings Ltd. | Add +6.2% | 54.56% | +16.94 |
| KLAC KLA Corp. | Add +12.8% | 1.12% | +0.34 |
| UNH Unitedhealth Group Inc. | Add +6.8% | 1.45% | +0.23 |
| AAPL Apple Inc. | New | 0.21% | +0.21 |
| ADBE Adobe Inc. | Add +33.9% | 0.54% | +0.20 |
| AMZN Amazon.com Inc. | New | 0.19% | +0.19 |
| AVGO Broadcom Inc. | New | 0.13% | +0.13 |
| HPQ HP Inc. | New | 0.13% | +0.13 |
| WMG Warner Music Group Corp. Class A | New | 0.08% | +0.08 |
| APD Air Products & Chemicals Inc. | Add +27.1% | 0.26% | +0.08 |
| TMUS T-Mobile US Inc. | New | 0.08% | +0.08 |
| MU Micron Technology Inc. | Add +12.1% | 0.25% | +0.07 |
| URGENTLY INC | Add +0.0% | 0.06% | −0.00 |
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 |