1y return−19.7%S&P 500 +20.9%
3y return−28.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2023: $72 against $168 in the S&P 500.2
Fosun International LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Lanvin Group Holdings LimitedCUSIP G5380J100 | $131.9M | 29.6% | |
| BFLYButterfly Network Inc | $86.2M | 19.3% | −4.5% |
| CHAChagee Hldgs Ltd | $54.5M | 12.2% | −21.1% |
| Kkr & Co IncCUSIP 48251W500 | $20.2M | 4.5% | |
| ASHRDbx Etf Tr | $18.8M | 4.2% | −1.6% |
| Ares Management CorporationCUSIP 03990B309 | $13.1M | 2.9% | |
| SPYMSpdr Series Trust | $12.5M | 2.8% | New |
| QQQMInvesco Exch Traded Fd Tr II | $8.8M | 2.0% | New |
| IEURIshares Tr | $8.1M | 1.8% | New |
| NVDANvidia Corporation | $4.4M | 1.0% | +46.9% |
| SOXXIshares Tr | $4.3M | 1.0% | New |
| VOOVanguard Index Fds | $4.2M | 0.9% | New |
| TSMTaiwan Semiconductor Manufac | $4.1M | 0.9% | +33.3% |
| GOOGLAlphabet Inc | $3.8M | 0.9% | −15.5% |
| MSDLMorgan Stanley Direct Lendin | $3.6M | 0.8% | |
| GDXVaneck Etf Trust | $3.3M | 0.7% | −54.2% |
| AVGOBroadcom Inc | $3.2M | 0.7% | +464.5% |
| GLWCorning Inc | $3.2M | 0.7% | +149.7% |
| AIQGlobal X Fds | $2.7M | 0.6% | |
| AMZNAmazon Com Inc | $2.7M | 0.6% | |
| LITELumentum Hldgs Inc | $2.4M | 0.5% | New |
| HYPRHyperfine Inc | $2.4M | 0.5% | |
| AMDAdvanced Micro Devices Inc | $2.2M | 0.5% | +20.1% |
| VRPInvesco Exch Traded Fd Tr II | $2.2M | 0.5% | +2.3% |
| KRESpdr Series Trust | $2.2M | 0.5% | +7.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $3.8M |
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $2.2M |
| TSMTaiwan Semiconductor Manufac | December 31, 2024 | +141.8% | $4.1M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $3.2M |
| ADIAnalog Devices Inc | June 30, 2021 | +130.7% | $1.2M |
| GLWCorning Inc | March 31, 2026 | +87.9% | $3.2M |
| JGAurora Mobile Ltd | December 31, 2023 | +64.8% | $1.9M |
| QTUMEtf Ser Solutions | March 31, 2026 | +54.1% | $1.3M |
| CATCaterpillar Inc | March 31, 2026 | +50.3% | $1.0M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $4.4M |
Sold off last quarter
- XMESpdr Series Trust was $3.6M
- PDDPdd Holdings Inc was $2.2M
- FUTUFutu Hldgs Ltd was $1.4M
- XBISpdr Series Trust was $935K
- SPGIS&p Global Inc was $530K
- Astrazeneca PLCCUSIP G0593M107 was $479K
- BBJPJ P Morgan Exchange Traded F was $336K
- TTMITtm Technologies Inc was $244K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.9% | +14.8% |
| March 31, 2026 | −21.4% | −4.6% |
| December 31, 2025 | +4.5% | +2.4% |
| September 30, 2025 | −4.1% | +7.8% |
| June 30, 2025 | +3.4% | +10.5% |
| March 31, 2025 | +6.9% | −4.6% |
| December 31, 2024 | +13.7% | +2.1% |
| September 30, 2024 | +3.5% | +5.4% |
| June 30, 2024 | +5.1% | +4.0% |
| March 31, 2024 | −23.9% | +10.0% |
| December 31, 2023 | −6.7% | +11.2% |
| September 30, 2023 | −7.7% | −3.6% |
| March 31, 2023 | −25.4% | +7.0% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −14.9% | −4.9% |
| December 31, 2021 | −4.7% | +10.7% |
| September 30, 2021 | +0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fosun International Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1447884&type=13F-HR&dateb=&owner=include&count=40CIK 1447884
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1447884/000110465926094374/Filed August 12, 2026 · accession 0001104659-26-094374