Fosun International Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Fosun International Ltd reported 52 stock positions worth $303.7 million. Its top holding was Lanvin (LANV) at 50.9% of the portfolio, followed by Natures Sunshine Prods (NATR, 13.1%) and Butterfly Network (BFLY, 6.2%). Compared with Q2 2024, it opened 11 new positions, sold out of 5, added to 5 and reduced 11. The biggest buy was a new position in iShares MSCI China ETF (MCHI) and the biggest sale Amneal Pharmaceuticals (AMRX, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, F4
- CIK
- 0001447884
- Portfolio Value
- $303.7M (Q3 2024)
- SEC Filing
- 0001104659-24-118175 ↗ filed Nov 14, 2024
Holdings Value
Holdings 52 stocks · $303.7M
| LANV Lanvin Group Holdings Ltd. | 50.86% | 90,334,215 | $154.5M | No change |
| NATR Natures Sunshine Prods Inc. | 13.15% | 2,931,969 | $39.9M | Add +0.1% |
| BFLY Butterfly Network Inc. | 6.24% | 10,716,630 | $19.0M | No change |
| AMRX Amneal Pharmaceuticals Inc. | 4.71% | 1,720,855 | $14.3M | Reduce -63.0% |
| MCHI iShares MSCI China ETF | 4.19% | 250,000 | $12.7M | New |
| FXI iShares China Large-Cap ETF | 2.74% | 261,860 | $8.3M | New |
| MSFT Microsoft Corp. | 1.66% | 11,695 | $5.0M | Reduce -17.5% |
| UNH Unitedhealth Group Inc. | 1.58% | 8,201 | $4.8M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 1.31% | 24,038 | $4.0M | Add +8.9% |
| V Visa Inc. Class A | 1.01% | 11,201 | $3.1M | Reduce -7.0% |
| JG Aurora Mobile Ltd.-ADR | 0.99% | 434,399 | $3.0M | No change |
| KLAC KLA Corp. | 0.91% | 3,560 | $2.8M | Reduce -11.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.78% | 8,436 | $2.4M | No change |
| BDX Becton Dickinson and Co. | 0.65% | 8,151 | $2.0M | No change |
| HYPR Hyperfine Inc. | 0.62% | 1,742,020 | $1.9M | No change |
| SPGI S&P Global Inc. | 0.57% | 3,360 | $1.7M | Reduce -29.9% |
| ADI Analog Devices Inc. | 0.53% | 7,022 | $1.6M | No change |
| ADBE Adobe Inc. | 0.52% | 3,058 | $1.6M | Add +7.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.52% | 16,421 | $1.6M | Reduce -14.8% |
| WH Wyndham Hotels & Resorts Inc. | 0.48% | 18,676 | $1.5M | No change |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.39% | 11,215 | $1.2M | Reduce -25.4% |
| ASHR Xtrackers Harvest Csi 300 CH | 0.33% | 34,660 | $991K | New |
| SCHW Schwab (charles) Corp. | 0.32% | 14,981 | $971K | Reduce -29.1% |
| KWEB Kranesh Csi China Internet | 0.32% | 28,465 | $968K | New |
| APD Air Products & Chemicals Inc. | 0.29% | 2,947 | $872K | No change |
| SYY Sysco Corp. | 0.24% | 9,391 | $728K | No change |
| XEL Xcel Energy Inc. | 0.23% | 10,731 | $701K | New |
| AAPL Apple Inc. | 0.23% | 3,000 | $699K | No change |
| LOW Lowe's Cos Inc. | 0.23% | 2,566 | $695K | Add +125.9% |
| QSI Quantum-Si Inc. | 0.22% | 743,935 | $656K | No change |
| TGT Target Corp. | 0.22% | 4,200 | $655K | New |
| HPQ HP Inc. | 0.21% | 18,200 | $653K | Add +65.5% |
| TEL Te Connectivity PLC | 0.20% | 4,112 | $621K | No change |
| NEE Nextera Energy Inc. | 0.20% | 7,291 | $616K | Reduce -25.0% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 950 | $588K | No change |
| KBWB Invesco KBW Bank ETF | 0.19% | 10,000 | $586K | New |
| AMZN Amazon.com Inc. | 0.18% | 2,958 | $551K | No change |
| TECK Teck Resources Ltd.-CLS B | 0.17% | 10,132 | $529K | New |
| QCOM Qualcomm Inc. | 0.17% | 3,082 | $524K | Reduce -33.0% |
| IQV Iqvia Holdings Inc. | 0.16% | 2,000 | $474K | No change |
| OXY Occidental Petroleum Corp. | 0.15% | 8,850 | $456K | No change |
| CB Chubb Ltd. | 0.14% | 1,491 | $430K | No change |
| FISV Fiserv Inc. | 0.14% | 2,313 | $416K | No change |
| AVGO Broadcom Inc. | 0.14% | 2,400 | $414K | No change |
| WM Waste Management Inc. | 0.13% | 1,829 | $380K | New |
| DELL Dell Technologies -C | 0.12% | 3,000 | $356K | No change |
| DHR Danaher Corp. | 0.11% | 1,200 | $334K | No change |
| AMT American Tower Corp. | 0.09% | 1,218 | $281K | No change |
| TMUS T-Mobile US Inc. | 0.09% | 1,343 | $277K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.08% | 2,325 | $247K | New |
| PEP Pepsico Inc. | 0.08% | 1,403 | $239K | New |
| URGENTLY INC | 0.02% | 98,811 | $67K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| AMRX Amneal Pharmaceuticals Inc. | Reduce -63.0% | 4.71% | −5.26 |
| MSFT Microsoft Corp. | Reduce -17.5% | 1.66% | −0.48 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.25 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.21 |
| KLAC KLA Corp. | Reduce -11.3% | 0.91% | −0.21 |
| SCHW Schwab (charles) Corp. | Reduce -29.1% | 0.32% | −0.21 |
| SPGI S&P Global Inc. | Reduce -29.9% | 0.57% | −0.15 |
| QCOM Qualcomm Inc. | Reduce -33.0% | 0.17% | −0.14 |
| DIS The Walt Disney Co. | Reduce -14.8% | 0.52% | −0.13 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.10 |
| IFF Intl Flavors & Fragrances | Reduce -25.4% | 0.39% | −0.10 |
| WMG Warner Music Group Corp. Class A | Sold out | 0.00% | −0.08 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -7.0% | 1.01% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -25.0% | 0.20% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -2.6% | 1.58% | +0.13 |
Portfolio Buys Q2 2024 → Q3 2024
| MCHI iShares MSCI China ETF | New | 4.19% | +4.19 |
| FXI iShares China Large-Cap ETF | New | 2.74% | +2.74 |
| ASHR Xtrackers Harvest Csi 300 CH | New | 0.33% | +0.33 |
| KWEB Kranesh Csi China Internet | New | 0.32% | +0.32 |
| XEL Xcel Energy Inc. | New | 0.23% | +0.23 |
| TGT Target Corp. | New | 0.22% | +0.22 |
| KBWB Invesco KBW Bank ETF | New | 0.19% | +0.19 |
| TECK Teck Resources Ltd.-CLS B | New | 0.17% | +0.17 |
| LOW Lowe's Cos Inc. | Add +125.9% | 0.23% | +0.14 |
| WM Waste Management Inc. | New | 0.13% | +0.13 |
| HPQ HP Inc. | Add +65.5% | 0.21% | +0.08 |
| BABA Alibaba Group Holding-SP ADR | New | 0.08% | +0.08 |
| PEP Pepsico Inc. | New | 0.08% | +0.08 |
| ADBE Adobe Inc. | Add +7.0% | 0.52% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +8.9% | 1.31% | −0.04 |
| NATR Natures Sunshine Prods Inc. | Add +0.1% | 13.15% | −1.75 |
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 |