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Portfolio (Quarterly) Guide ↗

Fosun International Ltd

· CIK 0001447884
13F Portfolio $446M AUM 73 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 10 Added 16 Reduced 8 Exited
Page 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LITE LUMENTUM HLDGS INC Technology 2,827.0 $2.4M 0.54% NEW $858.06 +3.2%
22 HYPR HYPERFINE INC Healthcare 1,742,020.0 $2.4M 0.53% $1.35 -35.6%
23 AMD ADVANCED MICRO DEVICES INC Technology 3,845.0 $2.2M 0.50% +643.0 +20.1% $580.91 -17.5%
24 VRP INVESCO EXCH TRADED FD TR II 90,652.0 $2.2M 0.49% +2K +2.3% $24.31 -0.7%
25 KRE SPDR SERIES TRUST 29,324.0 $2.2M 0.49% +2K +7.0% $74.85 -0.7%
26 JD.COM INC 2,000,000.0 $2.0M 0.44% $0.99
27 AURORA MOBILE LTD 405,199.0 $1.9M 0.43% $4.70
28 FXI ISHARES TR 59,853.0 $1.9M 0.42% +3K +4.8% $31.59 +12.6%
29 DEXCOM INC 2,000,000.0 $1.9M 0.42% $0.94
30 IWM ISHARES TR 6,208.0 $1.9M 0.42% $300.45 -0.4%
31 GLOBAL PMTS INC 2,000,000.0 $1.8M 0.40% $0.90
32 GS GOLDMAN SACHS GROUP INC Financial Services 1,658.0 $1.7M 0.38% NEW $1011.37 +4.7%
33 ITT ITT INC Industrials 7,448.0 $1.5M 0.33% NEW $197.76 +4.2%
34 GNRC GENERAC HLDGS INC Industrials 5,005.0 $1.5M 0.33% NEW $292.81 -31.1%
35 MRVL MARVELL TECHNOLOGY INC Technology 4,890.0 $1.5M 0.33% -2K -33.0% $297.89 -19.3%
36 QTUM ETF SER SOLUTIONS 7,943.0 $1.3M 0.29% -1K -12.9% $165.38 -10.0%
37 INTC INTEL CORP Technology 8,974.0 $1.3M 0.28% -3K -22.2% $139.63 -37.3%
38 ADI ANALOG DEVICES INC Technology 3,121.0 $1.2M 0.28% +1K +47.1% $397.17 -5.9%
39 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 13,781.0 $1.1M 0.25% NEW $82.40 -4.4%
40 CAT CATERPILLAR INC Industrials 978.0 $1.0M 0.23% $1064.90 -23.8%
Page 2 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 63.8%
Technology 17.9%
Financial Services 6.2%
Industrials 4.4%
Communication Services 3.8%
Consumer Cyclical 2.4%
Consumer Defensive 1.0%
Energy 0.2%
Basic Materials 0.2%