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, VIPS, LI, MOMO, ZK, YMM.
  • 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

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 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
 View chart
Sea Sponsord Ads (SE) 17.7 $249M -19% 2.6M 94.28
 View chart
Atour Lifestyle Holdings Sponsored Ads (ATAT) 11.0 $154M +22659% 5.9M 25.94
 View chart
Vipshop Hldgs Sponsored Ads A (VIPS) 8.9 $125M NEW 8.0M 15.73
 View chart
Full Truck Alliance Sponsored Ads (YMM) 8.8 $124M NEW 14M 9.01
 View chart
Bilibili Spons Ads Rep Z (BILI) 6.3 $89M +78% 3.8M 23.38
 View chart
Rlx Technology Sponsored Ads (RLX) 3.7 $53M +107% 29M 1.81
 View chart
Li Auto Sponsored Ads (LI) 2.3 $32M NEW 1.3M 25.65
 View chart
Hello Group Ads (MOMO) 2.2 $31M NEW 4.0M 7.61
 View chart
Doordash Cl A (DASH) 1.8 $26M 179k 142.73
 View chart
Qifu Technology American Dep (QFIN) 1.6 $23M -75% 764k 29.81
 View chart
Noah Hldgs Spon Ads (NOAH) 0.1 $1.5M NEW 124k 12.33
 View chart
Zeekr Intelligent Technology Spon Ads (ZK) 0.0 $289k NEW 13k 22.29
 View chart

Past Filings by First Beijing Investment

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