Arkolith/Funds/Fosun International Ltd

Fosun International Ltd

CIK 1447884
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Fosun International Ltd holds a concentrated book of 73 stocks worth $446.2M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Ste STR SPDR PT S&P 500 ETF and trimmed Butterfly Network Inc. Their largest long position is Lanvin Group Holdings Ltd at 30% of the equity book.

Opened
59
bought for the first time
Added to
11
already held, bought more
Trimmed
17
sold some, still holds it
Sold out
8
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
70%
Top 10 holdings
80%
Top 20 holdings
88%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

74% mapped to company sectors

Consumer Discretionary
42%
ETF / fund or unclassified
26%
Health Care
20%
Information Technology
7%
Financials
1%
Industrials
1%
Materials
1%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Fosun International Ltd

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 73$349.8B
UBS Group AG78 / 73$99.1B
BANK OF AMERICA CORP /DE/76 / 73$231.3B
BlackRock, Inc.75 / 73$1.4T
JPMORGAN CHASE & CO75 / 73$357.9B
ROYAL BANK OF CANADA75 / 73$96.9B
WELLS FARGO & COMPANY/MN75 / 73$82.4B
GOLDMAN SACHS GROUP INC74 / 73$167.4B

Ranked by how many of Fosun International Ltd's top 73 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

73 positions
#SecurityValueShares% PortLast moveHistory
1Lanvin Group Holdings Limited
SHS
$131.9M90.33M
29.6%
Held
2Butterfly Network Inc
COM CL A
$86.2M10.23M
19.3%
−4.5%
Reduced · −482K sh
3Chagee Hldgs Ltd
SPONSORED ADS
$54.5M5.85M
12.2%
−21%
Reduced · −1.6M sh
4KKR & Co Inc
6.25 CON SER D
$20.2M50.70M
4.5%
Held
5DBX ETF TR
XTRACK HRVST CSI
$18.8M511.9K
4.2%
−1.6%
Reduced · −8K sh
6Ares Management Corporation
6.75 SE B PFD
$13.1M35.72M
2.9%
Held
7SPDR Series Trust
ST STR P500ETF
$12.5M142.2K
2.8%
New
New position
8Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$8.8M28.9K
2.0%
New
New position
9Ishares TR
CORE MSCI EURO
$8.1M108.0K
1.8%
New
New position
10Nvidia Corporation
COM
$4.4M21.9K
1.0%
+47%
Added · +7K sh
11Ishares TR
ISHARES SEMICDTR
$4.3M6.7K
1.0%
New
New position
12Vanguard Index FDS
S&P 500 ETF SHS
$4.2M6.1K
0.9%
New
New position
13Taiwan Semiconductor Manufac
SPONSORED ADS
$4.1M8.6K
0.9%
+33%
Added · +2K sh
14Alphabet Inc
CAP STK CL A
$3.8M10.7K
0.9%
−15%
Reduced · −2K sh
15Morgan Stanley Direct Lendin
COM SHS
$3.6M240.4K
0.8%
Held
16Vaneck ETF Trust
GOLD MINERS ETF
$3.3M43.3K
0.7%
−54%
Reduced · −51K sh
17Broadcom Inc
COM
$3.2M8.6K
0.7%
+464%
Added · +7K sh
18Corning Inc
COM
$3.2M12.5K
0.7%
+150%
Added · +7K sh
19Global X FDS
ARTIFICIAL ETF
$2.7M41.7K
0.6%
Held
20Amazon Com Inc
COM
$2.7M11.2K
0.6%
−0.2%
Reduced · −28 sh
21Lumentum Hldgs Inc
COM
$2.4M2.8K
0.5%
New
New position
22Hyperfine Inc
COM CL A
$2.4M1.74M
0.5%
Held
23Advanced Micro Devices Inc
COM
$2.2M3.8K
0.5%
+20%
Added · +643 sh
24Invesco Exch Traded FD TR II
VAR RATE PFD
$2.2M90.7K
0.5%
+2.3%
Added · +2K sh
25SPDR Series Trust
ST STR SP REGBNK
$2.2M29.3K
0.5%
+7.0%
Added · +2K sh
26Jd.com Inc
NOTE 0.250% 6/0
$2.0M2.00M
0.4%
Held
27Aurora Mobile Ltd
SPON ADS
$1.9M405.2K
0.4%
Held
28Ishares TR
CHINA LG-CAP ETF
$1.9M59.9K
0.4%
+4.8%
Added · +3K sh
29Dexcom Inc
NOTE 0.375% 5/1
$1.9M2.00M
0.4%
Held
30Ishares TR
RUSSELL 2000 ETF
$1.9M6.2K
0.4%
+0.4%
Added · +25 sh
31Global PMTS Inc
NOTE 1.500% 3/0
$1.8M2.00M
0.4%
Held
32Goldman Sachs Group Inc
COM
$1.7M1.7K
0.4%
New
New position
33Itt Inc
COM
$1.5M7.4K
0.3%
New
New position
34Generac Hldgs Inc
COM
$1.5M5.0K
0.3%
New
New position
35Marvell Technology Inc
COM
$1.5M4.9K
0.3%
−33%
Reduced · −2K sh
36ETF Ser Solutions
DEFIA QUANT ETF
$1.3M7.9K
0.3%
−13%
Reduced · −1K sh
37Intel Corp
COM
$1.3M9.0K
0.3%
−22%
Reduced · −3K sh
38Analog Devices Inc
COM
$1.2M3.1K
0.3%
+47%
Added · +1K sh
39Anheuser Busch Inbev Sa NV
SPONSORED ADR
$1.1M13.8K
0.3%
New
New position
40Caterpillar Inc
COM
$1.0M978
0.2%
Held
41Netflix Inc.
COM
$1.0M14.5K
0.2%
Held
42Vaneck ETF Trust
RARE EAR STR ETF
$1.0M11.7K
0.2%
+54%
Added · +4K sh
43Nvent Elec PLC
SHS
$966K5.7K
0.2%
New
New position
44Abbvie Inc
COM
$961K3.8K
0.2%
Held
45Nasdaq Inc
COM
$854K10.8K
0.2%
−47%
Reduced · −10K sh
46Waste Mgmt Inc Del
COM
$836K3.7K
0.2%
Held
47Morgan Stanley
COM NEW
$706K3.4K
0.2%
Held
48ASML Hldg NV
N Y REGISTRY SHS
$696K350
0.2%
Held
49Quantum Si Inc
COM CL A
$658K743.9K
0.1%
Held
50Unitedhealth Group Inc
COM
$643K1.5K
0.1%
−77%
Reduced · −5K sh
Showing 50 of 73 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202673$446.2M13F-HR
Q1 2026Mar 31, 2026May 14, 202666$398.6M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202654$429.5M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202552$267.4M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202559$359.6M13F-HR
Q1 2025Mar 31, 2025May 14, 202549$355.0M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202548$319.6M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202466$303.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.