Equal-WT
WhaleScore 2.0
?
Fosun International LTD is based out of Hong Kong. Their last reported 13F filing for Q4 2023 included $490,749,906 in managed 13F securities
and a top 10 holdings concentration of 93.91%. Fosun International LTD's largest holding is Lanvin Group Holdings Limited with shares held of 85,054,571. Whalewisdom has at least 41 13F filings, 37 13D filings, 51 13G filings, and 9 Form 4 filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SCHW Charles Schwab Corp | 0.22% |
AMT American Tower Corp. | 0.11% |
AJG Arthur J. Gallagher | 0.09% |
YUM Yum! Brands, Inc. (T | 0.09% |
GOOGL Alphabet Inc. Class | 0.08% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
INTC Intel Corp. | 0.96% |
PFE Pfizer, Inc. | 0.92% |
CSCO Cisco Systems, Inc. | 0.9% |
GOOG Alphabet Inc. Class | 0.88% |
ADBE Adobe Systems, Inc. | 0.84% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
LANV Lanvin Group Holding | 51.13% |
AMRX Amneal Pharmaceutica | 26.62% |
NATR Natures Sunshine Pro | 10.32% |
BFLY Butterfly Network In | 2.36% |
MSFT Microsoft Corp. | 0.93% |
2023-12-31
13F Activity
Market Value | $491m, Prior: $0.62b |
New Purchases | 1 stocks |
Added To | 6 stocks |
Sold out of | 27 stocks |
Reduced holdings in | 27 stocks |
Top 10 Holdings % | 93.91% |
Turnover %[1] | 63.64% |
Turnover Alt %[2] | 0.31% |
Time Held Top 20 | 3.95 quarters |
Time Held Top 10 | 6 quarters |
Time Held All | 9.39 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31