First Beijing Investment

Latest statistics and disclosures from First Beijing Investment's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are YMM, PDD, EDU, ATAT, RLX, and represent 99.50% of First Beijing Investment's stock portfolio.
  • Added to shares of these 6 stocks: YMM (+$86M), PDD (+$70M), EDU (+$42M), KSPI (+$8.8M), ATAT (+$5.6M), NOAH.
  • Started 1 new stock position in KSPI.
  • Reduced shares in these 1 stock: .
  • Sold out of its position in AXTI.
  • First Beijing Investment was a net buyer of stock by $206M.
  • First Beijing Investment has $2.5B in assets under management (AUM), dropping by -2.10%.
  • Central Index Key (CIK): 0001701717

Tip: Access up to 7 years of quarterly data

Positions held by First Beijing Investment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for First Beijing Investment

First Beijing Investment holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Full Truck Alliance Sponsored Ads (YMM) 32.4 $822M +11% 77M 10.73
 View chart
Pdd Holdings American Dep (PDD) 30.3 $769M +9% 6.8M 113.39
 View chart
New Oriental Ed & Technology Spon Adr (EDU) 21.9 $556M +8% 10M 55.03
 View chart
Atour Lifestyle Holdings Sponsored Ads (ATAT) 9.0 $229M +2% 5.8M 39.40
 View chart
Rlx Technology Sponsored Ads (RLX) 5.8 $147M 63M 2.33
 View chart
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.3 $8.8M NEW 112k 78.13
 View chart
Noah Hldgs Spon Ads (NOAH) 0.2 $3.9M +123% 393k 10.04
 View chart
Agora Ads (API) 0.0 $40k 9.9k 4.07
 View chart

Past Filings by First Beijing Investment

SEC 13F filings are viewable for First Beijing Investment going back to 2023