SCHEDULE: Fosun International Discloses 6.2% Stake in Chagee Holdings
Beneficial Ownership Disclosure
Fosun International Limited and its subsidiaries have disclosed a collective beneficial ownership of 6.2% in Chagee Holdings Ltd.'s Class A Ordinary Shares as of June 30, 2025.
Summary
- Fosun International Limited, along with its subsidiaries Shanghai Weiyi Investment Management Co., Ltd., Wuxi Forba Tea Enterprise Management Partnership (Limited Partnership), and Fidelidade Companhia de Seguros, S.A., collectively reported beneficial ownership of Chagee Holdings Ltd.
- As of June 30, 2025, Fosun International Limited beneficially owned 7,446,439 Class A Ordinary Shares, representing 6.2% of the outstanding class.
- This aggregate ownership includes 7,408,691 Class A Ordinary Shares held by Wuxi Forba Tea Enterprise Management Partnership (Limited Partnership) and 37,748 American Depositary Shares (ADSs) held by Fidelidade Companhia de Seguros, S.A.
- Shanghai Weiyi Investment Management Co., Ltd. and Wuxi Forba Tea Enterprise Management Partnership (Limited Partnership) each reported beneficial ownership of 7,408,691 Class A Ordinary Shares, representing 6.1% of the class.
- Fidelidade Companhia de Seguros, S.A. reported beneficial ownership of 37,748 Class A Ordinary Shares (in ADS form), representing 0.0% of the class.
- The percentages are calculated based on 120,478,383 Class A Ordinary Shares outstanding after Chagee Holdings Ltd.'s initial public offering and the full exercise of the underwriters' over-allotment option.
Sentiment
Score: 5
Explanation: The filing is a factual disclosure of beneficial ownership, which is neutral in sentiment. It does not contain positive or negative performance indicators or forward-looking statements that would influence sentiment.
Future Outlook
NA
Industry Context
This filing is a standard disclosure of beneficial ownership, indicating a significant stake held by Fosun International and its subsidiaries in Chagee Holdings Ltd. It reflects an investment position rather than a broader industry trend or competitive action.
Related Party Transactions
- Fosun International Limited's beneficial ownership includes shares held by its subsidiaries, Shanghai Weiyi Investment Management Co., Ltd., Wuxi Forba Tea Enterprise Management Partnership (Limited Partnership), and Fidelidade Companhia de Seguros, S.A., indicating an intra-group ownership structure.
Stakeholder Impact
- Shareholders: Disclosure of a significant institutional investor's stake can influence market perception and potentially liquidity.
- Company Management: Awareness of a major shareholder's position and potential influence on corporate decisions.
Key Dates
| Date | Description |
|---|---|
| April 18, 2025 | Chagee Holdings Ltd.'s Prospectus filed pursuant to Rule 424(b)(4) with the SEC for its initial public offering. |
| May 30, 2025 | Chagee Holdings Ltd.'s Form 6-K filed with the SEC, describing the completion of its initial public offering and the full exercise of the underwriters' over-allotment option. |
| June 30, 2025 | Date of event which requires the filing of this Schedule 13G, representing the beneficial ownership calculation date. |
| August 14, 2025 | Filing date of the Schedule 13G and the Joint Filing Agreement. |
Keywords
Chagee Holdings, Fosun International, Beneficial Ownership, Schedule 13G, Class A Ordinary Shares, ADS, Shanghai Weiyi, Wuxi Forba, Fidelidade, SEC Filing
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