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Livermore
Livermore
ZHEN

Fosun International Ltd

SEC CIK
0001447884
Latest filing
Aug 12, 2026

The latest 13F from Fosun International Ltd covers Q2 2026 (filed Aug 12, 2026): 73 long positions worth $446.2M. The top 10 holdings make up 80.3% of the portfolio, and the largest is Lanvin Group Holdings Ltd (LANV) at 29.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
15
Est. +$48.5M
Added
11
Est. +$8.43M
Reduced
17
Est. −$35.8M
Sold out
8
Est. −$9.66M

Top 5 holdings

Share of this quarter's portfolio value

  1. LANVLanvin Group Holdings Ltd
    29.6%$131.9MHistory
  2. BFLYButterfly Network, Inc.
    19.3%$86.2MHistory
  3. CHAChagee Holdings Ltd.
    12.2%$54.5MHistory
  4. KKR.PDKKR & Co. Inc.
    4.5%$20.2MHistory
  5. DBX ETF Tr233051879
    4.2%$18.8M

Share of portfolio

Top 5 holdings and the other 68 positions, by share of portfolio value

  1. LANV29.6%
  2. BFLY19.3%
  3. CHA12.2%
  4. KKR.PD4.5%
  5. DBX ETF Tr4.2%
  6. Other 68 positions30.2%

Biggest buys

New and added positions, by estimated amount bought

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$12.5MNew
  2. Invesco Nasdaq 100 ETF46138G649
    +$8.77MNew
  3. iShares Core MSCI Europe ETF46434V738
    +$8.12MNew
  4. iShares Semiconductor ETF464287523
    +$4.31MNew
  5. Vanguard S&P 500 ETF922908363
    +$4.16MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +2.80 pp0.0% → 2.8%
  2. Invesco Nasdaq 100 ETF46138G649
    +1.96 pp0.0% → 2.0%
  3. iShares Core MSCI Europe ETF46434V738
    +1.82 pp0.0% → 1.8%
  4. iShares Semiconductor ETF464287523
    +0.96 pp0.0% → 1.0%
  5. Vanguard S&P 500 ETF922908363
    +0.93 pp0.0% → 0.9%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CHAChagee Holdings Ltd.
    −$14.5MReducedHistory
  2. BFLYButterfly Network, Inc.
    −$4.06MReducedHistory
  3. VanEck ETF Trust92189F106
    −$3.87MReduced
  4. SPDR Series Trust78464A755
    −$3.57MSold out
  5. MSFTMicrosoft Corp
    −$3.06MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CHAChagee Holdings Ltd.
    −9.41 pp21.6% → 12.2%History
  2. VanEck ETF Trust92189F106
    −1.45 pp2.2% → 0.7%
  3. SPDR Series Trust78464A755
    −0.90 pp0.9% → 0.0%
  4. MSFTMicrosoft Corp
    −0.77 pp0.9% → 0.1%History
  5. HSAIHesai Group
    −0.61 pp0.7% → <0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$446.2M
+$47.7M (+12.0%) vs. prior quarter
Positions
73
+7 vs. prior quarter
Top 10 concentration
80.3%
Top 10 as share of value
Turnover
10.8%
Q2 2026, one quarter
Average holding period
11.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.95B (Q3 2021)

Q1 2021: $1.27BQ2 2021: $1.68BQ3 2021: $1.95BQ4 2021: $1.75BQ1 2022: $1.16BQ2 2022: $721.8MQ3 2022: $547.2MQ4 2022: $1.14BQ1 2023: $1.06BQ2 2023: $713.4MQ3 2023: $622.9MQ4 2023: $490.7MQ1 2024: $321.0MQ2 2024: $296.3MQ3 2024: $303.7MQ4 2024: $319.6MQ1 2025: $355.0MQ2 2025: $317.5MQ3 2025: $267.4MQ4 2025: $429.5MQ1 2026: $398.6MQ2 2026: $446.2M
Q1 2021Q2 2026
13F filings of Fosun International Ltd by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 202673$446.2MLANVBFLYCHAvs. Q1 2026SEC
Q1 2026May 14, 202666$398.6MLANVCHABFLYvs. Q4 2025SEC
Q4 2025Feb 11, 202654$429.5MLANVCHABFLYvs. Q3 2025SEC
Q3 2025Nov 14, 202546$267.4MLANVBFLYDBX ETF Trvs. Q2 2025SEC
Q2 2025Aug 14, 202554$317.5MLANVBFLYJ P Morgan Exchange Traded Fvs. Q1 2025SEC
Q1 2025May 14, 202548$355.0MLANVNATRBFLYvs. Q4 2024SEC
Q4 2024Feb 14, 202547$319.6MLANVNATRBFLYvs. Q3 2024SEC
Q3 2024Nov 14, 202452$303.7MLANVNATRBFLYvs. Q2 2024SEC
Q2 2024Aug 8, 202446$296.3MLANVNATRAMRXvs. Q1 2024SEC
Q1 2024May 14, 202445$321.0MLANVAMRXNATRvs. Q4 2023SEC
Q4 2023Feb 7, 202444$490.7MLANVAMRXNATRvs. Q3 2023SEC
Q3 2023Nov 8, 202370$622.9MLANVAMRXNATRvs. Q2 2023SEC
Q2 2023Aug 14, 202360$713.4MLANVAMRXNATRvs. Q1 2023SEC
Q1 2023Apr 28, 202363$1.06BLANVVRAYMomo Incvs. Q4 2022SEC
Q4 2022Feb 10, 202369$1.14BLANVVRAYAMRXvs. Q3 2022SEC
Q3 2022Nov 14, 202269$547.2MBNTXWEIBO CorpBFLYvs. Q2 2022SEC
Q2 2022Aug 10, 202264$721.8MBNTXWEIBO CorpAMRXvs. Q1 2022SEC
Q1 2022May 11, 2022212$1.16BBNTXAMRXWEIBO Corpvs. Q4 2021SEC
Q4 2021Feb 10, 2022235$1.75BBNTXNew Frontier Health CorpAMRXvs. Q3 2021SEC
Q3 2021Nov 12, 2021224$1.95BBNTXVRAYAMRXvs. Q2 2021SEC
Q2 2021Aug 12, 2021203$1.68BBNTXBFLYVRAYvs. Q1 2021SEC
Q1 2021May 11, 2021182$1.27BBFLYAMRXNew Frontier Health Corp–SEC

13D and 13G filings

Companies where Fosun International Ltd reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Fosun International Ltd owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
LANVLanvin Group Holdings Ltd13D/A71.92%90.3M shares–Dec 23, 20227 filingsJul 1, 2025SEC

Latest filings

24 filings on file made by Fosun International Ltd or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Fosun International Ltd
CompanyFiled (ET)FormStakeChangeEvent dateFiling
CHAChagee Holdings Ltd.Aug 12, 20266:04 AM ET13G/A4.70%5.85M shares−1.50 ppfrom 6.20%Below 5%Jun 30, 2026SEC
CHAChagee Holdings Ltd.Feb 12, 20266:01 AM ET13G/A6.20%7.45M shares0.00 ppfrom 6.20%Dec 31, 2025SEC
CHAChagee Holdings Ltd.Aug 14, 20256:12 AM ET13G6.20%7.45M sharesNewJun 30, 2025SEC
LANVLanvin Group Holdings LtdJul 1, 20254:35 PM ET13D/A71.92%90.3M shares–Jun 27, 2025SEC
LANVLanvin Group Holdings LtdAug 6, 202413D/AOld format–––SEC
LANVLanvin Group Holdings LtdJun 17, 202413D/AOld format–––SEC
AMRXAmneal Pharmaceuticals, Inc.Apr 24, 202413G/AOld format–––SEC
LANVLanvin Group Holdings LtdApr 9, 202413D/AOld format–––SEC
VRAYViewRay, Inc.Feb 7, 202413G/AOld format–––SEC
JGAurora Mobile LtdFeb 7, 202413G/AOld format–––SEC
LANVLanvin Group Holdings LtdFeb 7, 202413D/AOld format–––SEC
LANVLanvin Group Holdings LtdDec 18, 202313D/AOld format–––SEC
AMRXAmneal Pharmaceuticals, Inc.Dec 12, 202313G/AOld format–––SEC
VRAYViewRay, Inc.Feb 3, 202313G/AOld format–––SEC
JGAurora Mobile LtdFeb 3, 202313G/AOld format–––SEC
LANVLanvin Group Holdings LtdDec 23, 202213DOld format–New–SEC
JGAurora Mobile LtdJan 21, 202213G/AOld format–––SEC
Fang Holdings LtdJan 21, 202213G/AOld format–––SEC
VRAYViewRay, Inc.Nov 10, 202113G/AOld format–––SEC
JGAurora Mobile LtdFeb 1, 202113G/AOld format–––SEC