Fosun International Ltd

CIK 0001447884 · Q1 2026

13F Equity AUM

$398.6M

-7.2% QoQ

Positions

+12 QoQ

AUM Rank

#4,964

Top 40%

Skill Alpha (FF)

-5.3%/yr^ns

No Clear Edge

Rank #7,485 · Top 91%

vs S&P -12.9%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 76.1%Top 10: 84.2%Top 20: 90.3%

LANVIN GROUP HOLDINGS LIMITED34.2%

CHA21.6%

BFLY10.9%

KKR 6.25 03/01/28 D5.1%

ASHR4.3%

ARES 6.75 10/01/27 B3.2%

GDX2.2%

GOOGL0.9%

XME0.9%

MSFT0.9%

Others (56)15.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Unclassified39.4%

Consumer Defensive21.7%

Financial Services16.3%

Healthcare13.0%

Technology4.3%

Consumer Cyclical2.8%

Other2.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 66Median: 0.24%Avg: 1.52%

0–0.5%

45(9.2%)

0.5–1%

14(9.3%)

1–3%

1(2.2%)

3–5%

2(7.5%)

5%+

4(71.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 64Unique: 2vs 20 funds

0.9%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.2%

BANK OF AMERICA CORP /DE/

1.3%

1.2%

1.3%

1.8%

1.4%

GEODE CAPITAL MANAGEMENT, LLC

1.2%

VANGUARD CAPITAL MANAGEMENT LLC

1.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New27Increased13Decreased6Exited15

New Positions

GDX2.2%

+95K

XME0.9%

+33K

VRP0.5%

+89K

FXI0.5%

+57K

JD 0.25 06/01/290.5%

+2.0M

AIQ0.5%

+42K

KRE0.5%

+27K

NDAQ0.4%

+20K

IWM0.4%

+6K

FUTU0.3%

+10K

Increased

KKR 6.25 03/01/28 D5.1%

+17.2M(+51%)

ARES 6.75 10/01/27 B3.2%

+7.6M(+27%)

MSDL0.8%

+19K(+8%)

BABA0.5%

+14K(+419%)

PDD0.6%

+10K(+93%)

AMZN0.6%

+8K(+205%)

TSM0.6%

+6K(+653%)

MSFT0.9%

+6K(+140%)

SNPS0.4%

+2K(+165%)

ABBV0.2%

+2K(+88%)

Decreased

CHA21.6%

-38,397(-1%)

HSAI0.7%

-10,333(-7%)

OXY0.1%

-2,639(-30%)

TTMI0.1%

-2,500(-50%)

NVDA0.7%

-1,300(-8%)

GOOGL0.9%

-898(-7%)

Exited

-169,500

-174,000

-6,700,000

-4,661

-2,566

-5,000

-1,954

BDX

-2,520

SYY

-6,224

LIN

-860

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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