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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 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SNPS SYNOPSYS INC Technology 966.0 $431K 0.10% -3K -73.6% $446.07 -8.4%
62 XLE SELECT SECTOR SPDR TR 8,000.0 $425K 0.10% NEW $53.11 +16.9%
63 IQVIA HLDGS INC 2,193.0 $424K 0.10% $193.22
64 TMO THERMO FISHER SCIENTIFIC INC Healthcare 826.0 $414K 0.09% $501.36 +25.3%
65 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,226.0 $310K 0.07% -14K -80.7% $95.98 +24.4%
66 TECK TECK RESOURCES LTD Basic Materials 5,066.0 $301K 0.07% $59.46 +20.5%
67 OXY OCCIDENTAL PETE CORP Energy 6,158.0 $299K 0.07% $48.57 +20.3%
68 ETF OPPORTUNITIES TRUST 12,653.0 $297K 0.07% NEW $23.48
69 MCD MCDONALDS CORP Consumer Cyclical 1,047.0 $283K 0.06% NEW $270.31 -0.8%
70 KO COCA COLA CO Consumer Defensive 3,016.0 $245K 0.06% $81.27 +12.8%
71 DHR DANAHER CORP DEL Healthcare 1,200.0 $229K 0.05% $190.48 +13.4%
72 HSAI HESAI GROUP Consumer Cyclical 11,633.0 $212K 0.05% -124K -91.5% $18.22 +0.4%
73 CRITICAL METALS CORP 16,666.0 $171K 0.04% $10.25
Page 4 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%