First Beijing Investment
Latest statistics and disclosures from First Beijing Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PDD, SE, ATAT, VIPS, YMM, and represent 81.85% of First Beijing Investment's stock portfolio.
- Added to shares of these 10 stocks: PDD (+$250M), ATAT (+$153M), VIPS (+$125M), YMM (+$124M), BILI (+$39M), LI (+$32M), MOMO (+$31M), RLX (+$27M), NOAH, ZK.
- Started 6 new stock positions in NOAH, LI, YMM, MOMO, ZK, VIPS.
- Reduced shares in these 2 stocks: QFIN (-$68M), SE (-$59M).
- First Beijing Investment was a net buyer of stock by $655M.
- First Beijing Investment has $1.4B in assets under management (AUM), dropping by 169.70%.
- Central Index Key (CIK): 0001701717
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Portfolio Holdings for First Beijing Investment
First Beijing Investment holds 13 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pdd Holdings American Dep (PDD) | 35.4 | $496M | +101% | 3.7M | 134.81 |
|
| Sea Sponsord Ads (SE) | 17.7 | $249M | -19% | 2.6M | 94.28 |
|
| Atour Lifestyle Holdings Sponsored Ads (ATAT) | 11.0 | $154M | +22659% | 5.9M | 25.94 |
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 8.9 | $125M | NEW | 8.0M | 15.73 |
|
| Full Truck Alliance Sponsored Ads (YMM) | 8.8 | $124M | NEW | 14M | 9.01 |
|
| Bilibili Spons Ads Rep Z (BILI) | 6.3 | $89M | +78% | 3.8M | 23.38 |
|
| Rlx Technology Sponsored Ads (RLX) | 3.7 | $53M | +107% | 29M | 1.81 |
|
| Li Auto Sponsored Ads (LI) | 2.3 | $32M | NEW | 1.3M | 25.65 |
|
| Hello Group Ads (MOMO) | 2.2 | $31M | NEW | 4.0M | 7.61 |
|
| Doordash Cl A (DASH) | 1.8 | $26M | 179k | 142.73 |
|
|
| Qifu Technology American Dep (QFIN) | 1.6 | $23M | -75% | 764k | 29.81 |
|
| Noah Hldgs Spon Ads (NOAH) | 0.1 | $1.5M | NEW | 124k | 12.33 |
|
| Zeekr Intelligent Technology Spon Ads (ZK) | 0.0 | $289k | NEW | 13k | 22.29 |
|
Past Filings by First Beijing Investment
SEC 13F filings are viewable for First Beijing Investment going back to 2023
- First Beijing Investment 2024 Q3 filed Oct. 31, 2024
- First Beijing Investment 2024 Q3 restated filed Oct. 31, 2024
- First Beijing Investment 2024 Q1 filed May 15, 2024
- First Beijing Investment 2023 Q4 filed Feb. 13, 2024
- First Beijing Investment 2023 Q3 filed Nov. 14, 2023
- First Beijing Investment 2023 Q2 filed Aug. 17, 2023