First Beijing Investment
Latest statistics and disclosures from First Beijing Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PDD, YMM, EDU, RLX, LEGN, and represent 97.60% of First Beijing Investment's stock portfolio.
- Added to shares of these 8 stocks: PDD (+$140M), YMM (+$111M), LEGN (+$42M), KSPI (+$24M), SE (+$17M), DDL, ZH, BZUN.
- Started 5 new stock positions in LEGN, DDL, ZH, SE, BZUN.
- Reduced shares in these 5 stocks: ATAT (-$229M), EDU (-$63M), RLX (-$6.0M), NOAH, API.
- Sold out of its position in ATAT.
- First Beijing Investment was a net buyer of stock by $38M.
- First Beijing Investment has $2.3B in assets under management (AUM), dropping by -8.56%.
- Central Index Key (CIK): 0001701717
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Portfolio Holdings for First Beijing Investment
First Beijing Investment holds 12 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pdd Holdings Sponsored Ads (PDD) | 35.9 | $833M | +20% | 8.1M | 102.18 |
|
| Full Truck Alliance Sponsored Ads (YMM) | 32.2 | $747M | +17% | 90M | 8.30 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 22.0 | $509M | -10% | 9.0M | 56.63 |
|
| Rlx Technology Sponsored Ads (RLX) | 5.7 | $132M | -4% | 60M | 2.20 |
|
| Legend Biotech Corp Sponsored Ads (LEGN) | 1.8 | $42M | NEW | 2.3M | 18.09 |
|
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 1.4 | $32M | +286% | 434k | 74.07 |
|
| Sea Sponsord Ads (SE) | 0.7 | $17M | NEW | 209k | 82.81 |
|
| Dingdong Cayman Ads (DDL) | 0.1 | $2.2M | NEW | 846k | 2.57 |
|
| Zhihu Sponsored Ads (ZH) | 0.1 | $1.6M | NEW | 551k | 2.84 |
|
| Noah Hldgs Spon Ads (NOAH) | 0.1 | $1.3M | -65% | 136k | 9.90 |
|
| Baozun Sponsored Adr (BZUN) | 0.0 | $1.1M | NEW | 444k | 2.39 |
|
| Agora Ads (API) | 0.0 | $27k | -22% | 7.7k | 3.54 |
|
Past Filings by First Beijing Investment
SEC 13F filings are viewable for First Beijing Investment going back to 2023
- First Beijing Investment 2026 Q1 filed May 13, 2026
- First Beijing Investment 2025 Q4 filed Feb. 17, 2026
- First Beijing Investment 2025 Q3 filed Nov. 14, 2025
- First Beijing Investment 2025 Q2 filed Aug. 15, 2025
- First Beijing Investment 2025 Q1 filed May 19, 2025
- First Beijing Investment 2024 Q4 filed Feb. 14, 2025
- 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