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 99.62% of First Beijing Investment's stock portfolio.
  • Added to shares of these 3 stocks: YMM (+$378M), EDU (+$118M), PDD (+$78M).
  • Reduced shares in these 2 stocks: LU (-$18M), ATAT (-$6.8M).
  • Sold out of its position in LU.
  • First Beijing Investment was a net buyer of stock by $550M.
  • First Beijing Investment has $2.6B in assets under management (AUM), dropping by 44.93%.
  • Central Index Key (CIK): 0001701717

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

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Portfolio Holdings for First Beijing Investment

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Full Truck Alliance Sponsored Ads (YMM) 34.4 $890M +73% 69M 12.97
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Pdd Holdings American Dep (PDD) 31.5 $815M +10% 6.2M 132.17
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New Oriental Ed & Technology Spon Adr (EDU) 19.2 $496M +31% 9.3M 53.07
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Atour Lifestyle Holdings Sponsored Ads (ATAT) 8.2 $213M -3% 5.7M 37.59
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Rlx Technology Sponsored Ads (RLX) 6.4 $165M 63M 2.63
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Axt (AXTI) 0.3 $7.8M 1.7M 4.49
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Noah Hldgs Spon Ads (NOAH) 0.1 $2.0M 175k 11.59
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Agora Ads (API) 0.0 $38k 9.9k 3.82
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Past Filings by First Beijing Investment

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