Fosun International Ltd 13F annual report
Fosun International Ltd is an investment fund managing more than $296 billion ran by Angel Sze. There are currently 46 companies in Mr. Sze’s portfolio. The largest investments include Lanvin Group Holdings Limited and Natures Sunshine Prods Inc, together worth $206 billion.
$296 billion Assets Under Management (AUM)
As of 1st August 2024, Fosun International Ltd’s top holding is 90,334,215 shares of Lanvin Group Holdings Limited currently worth over $162 billion and making up 54.6% of the portfolio value.
In addition, the fund holds 2,929,001 shares of Natures Sunshine Prods Inc worth $44.1 billion.
The third-largest holding is Amneal Pharmaceuticals Inc worth $29.6 billion and the next is Butterfly Network Inc worth $9.01 billion, with 10,716,630 shares owned.
Currently, Fosun International Ltd's portfolio is worth at least $296 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Fosun International Ltd
The Fosun International Ltd office and employees reside in Hong Kong, China. According to the last 13-F report filed with the SEC, Angel Sze serves as the Company Secretary at Fosun International Ltd.
Recent trades
In the most recent 13F filing, Fosun International Ltd revealed that it had opened a new position in
Apple Inc and bought 3,000 shares worth $632 million.
This means they effectively own approximately 0.1% of the company.
Apple Inc makes up
24.4%
of the fund's Consumer Discretionary sector allocation and has grown its share price by 16.7% in the past year.
The investment fund also strengthened its position in Lanvin Group Holdings Limited by buying
5,279,644 additional shares.
This makes their stake in Lanvin Group Holdings Limited total 90,334,215 shares worth $162 billion.
On the other hand, there are companies that Fosun International Ltd is getting rid of from its portfolio.
Fosun International Ltd closed its position in Taiwan Semiconductor Mfg Ltd on 8th August 2024.
It sold the previously owned 5,800 shares for $789 million.
Angel Sze also disclosed a decreased stake in Amneal Pharmaceuticals Inc by 0.6%.
This leaves the value of the investment at $29.6 billion and 4,655,403 shares.
One of the smaller hedge funds
The two most similar investment funds to Fosun International Ltd are Linse Capital and Searchlight Capital Partners, L.P.. They manage $296 billion and $296 billion respectively.
Angel Sze investment strategy
Fosun International Ltd’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Health Care — making up 12.5% of
the total portfolio value.
The fund focuses on investments in the United States as
60.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
61% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $268 billion.
The complete list of Fosun International Ltd trades based on 13F SEC filings
These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Lanvin Group Holdings Limited |
6.21%
90,334,215
|
$161,698,245,000 | 54.56% |
| Natures Sunshine Prods Inc |
No change
2,929,001
|
$44,140,045,000 | 14.89% |
| Amneal Pharmaceuticals Inc |
62.19%
4,655,403
|
$29,561,809,000 | 9.98% |
| Butterfly Network Inc |
No change
10,716,630
|
$9,010,543,000 | 3.04% |
| Microsoft Corporation |
No change
14,173
|
$6,334,622,000 | 2.14% |
| Unitedhealth Group Inc |
6.85%
8,418
|
$4,286,951,000 | 1.45% |
| Alphabet Inc |
No change
22,079
|
$4,021,690,000 | 1.36% |
| KLA Corp. |
12.78%
4,015
|
$3,310,408,000 | 1.12% |
| Visa Inc |
3.00%
12,048
|
$3,162,239,000 | 1.07% |
| Gallagher Arthur J & Co |
5.85%
8,436
|
$2,187,540,000 | 0.74% |
| S&P Global Inc |
No change
4,790
|
$2,136,340,000 | 0.72% |
| Disney Walt Co |
No change
19,272
|
$1,913,517,000 | 0.65% |
| Becton Dickinson & Co. |
No change
8,151
|
$1,904,970,000 | 0.64% |
| Analog Devices Inc. |
11.61%
7,022
|
$1,602,842,000 | 0.54% |
| Adobe Inc |
33.94%
2,857
|
$1,587,178,000 | 0.54% |
| Schwab Charles Corp |
43.45%
21,127
|
$1,556,849,000 | 0.53% |
| Hyperfine Inc |
No change
1,742,020
|
$1,480,717,000 | 0.50% |
| International Flavors&fragra |
23.29%
15,035
|
$1,431,482,000 | 0.48% |
| Wyndham Hotels & Resorts Inc |
23.41%
18,676
|
$1,382,024,000 | 0.47% |
| Aurora Mobile Ltd |
No change
434,399
|
$1,251,069,000 | 0.42% |
| Qualcomm, Inc. |
No change
4,600
|
$916,228,000 | 0.31% |
| Taiwan Semiconductor Mfg Ltd |
Closed
5,800
|
$789,090,000 | |
| Quantum Si Inc |
No change
743,935
|
$781,132,000 | 0.26% |
| Air Prods & Chems Inc |
27.14%
2,947
|
$760,473,000 | 0.26% |
| Micron Technology Inc. |
12.12%
5,606
|
$737,357,000 | 0.25% |
| NextEra Energy Inc |
7.96%
9,721
|
$688,344,000 | 0.23% |
| Sysco Corp. |
No change
9,391
|
$670,423,000 | 0.23% |
| Apple Inc |
Opened
3,000
|
$631,860,000 | 0.21% |
| NVIDIA Corp |
621.43%
5,050
|
$623,877,000 | 0.21% |
| TE Connectivity Ltd |
No change
4,112
|
$618,568,000 | 0.21% |
| Amazon.com Inc. |
Opened
2,958
|
$571,634,000 | 0.19% |
| Occidental Pete Corp |
No change
8,850
|
$557,816,000 | 0.19% |
| Yum Brands Inc. |
Closed
3,986
|
$552,659,000 | |
| Thermo Fisher Scientific Inc. |
No change
950
|
$525,350,000 | 0.18% |
| Global Pmts Inc |
Closed
3,236
|
$432,524,000 | |
| IQVIA Holdings Inc |
No change
2,000
|
$422,880,000 | 0.14% |
| Dell Technologies Inc |
No change
3,000
|
$413,730,000 | 0.14% |
| Broadcom Inc |
Opened
240
|
$385,327,000 | 0.13% |
| HP Inc |
Opened
11,000
|
$385,220,000 | 0.13% |
| Chubb Limited |
25.45%
1,491
|
$380,324,000 | 0.13% |
| Sony Group Corp |
Closed
4,250
|
$364,395,000 | |
| Fiserv, Inc. |
No change
2,313
|
$344,730,000 | 0.12% |
| Snowflake Inc. |
29.60%
2,300
|
$310,707,000 | 0.10% |
| Danaher Corp. |
No change
1,200
|
$299,820,000 | 0.10% |
| Lowes Cos Inc |
40.21%
1,136
|
$250,443,000 | 0.08% |
| Warner Music Group Corp. |
Opened
7,951
|
$243,698,000 | 0.08% |
| American Tower Corp. |
No change
1,218
|
$236,755,000 | 0.08% |
| T-Mobile US Inc |
Opened
1,343
|
$236,610,000 | 0.08% |
| Elevance Health Inc |
No change
410
|
$222,163,000 | 0.07% |
| Veeva Sys Inc |
Closed
950
|
$220,106,000 | |
| Urgently Inc |
0.00%
98,811
|
$169,955,000 | 0.06% |
| No transactions found | |||
| Showing first 500 out of 51 holdings | |||
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