First Beijing Investment
Latest statistics and disclosures from First Beijing Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PDD, SE, QFIN, ZTO, SN, and represent 81.17% of First Beijing Investment's stock portfolio.
- Added to shares of these 7 stocks: SE (+$69M), ZTO (+$41M), SN (+$39M), RLX (+$20M), PDD (+$15M), BILI, QFIN.
- Started 3 new stock positions in RLX, SN, ZTO.
- Reduced shares in these 1 stock: VIPS (-$48M).
- First Beijing Investment was a net buyer of stock by $140M.
- First Beijing Investment has $519M in assets under management (AUM), dropping by 56.75%.
- Central Index Key (CIK): 0001701717
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First Beijing Investment holds 11 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Pdd Holdings American Dep (PDD) | 42.0 | $218M | +7% | 2.2M | 98.07 |
|
Sea Sponsord Ads (SE) | 14.9 | $77M | +793% | 1.8M | 43.95 |
|
Qifu Technology American Dep (QFIN) | 9.0 | $47M | +5% | 3.1M | 15.36 |
|
Zto Express Cayman Sponsored Ads A (ZTO) | 7.8 | $41M | NEW | 1.7M | 24.17 |
|
Sharkninja Com Shs (SN) | 7.4 | $39M | NEW | 831k | 46.36 |
|
Bilibili Spons Ads Rep Z (BILI) | 5.9 | $31M | +12% | 2.2M | 13.77 |
|
Doordash Cl A (DASH) | 5.9 | $30M | 383k | 79.47 |
|
|
Rlx Technology Sponsored Ads (RLX) | 3.8 | $20M | NEW | 13M | 1.51 |
|
Vipshop Holdings Sponsored Ads A (VIPS) | 3.0 | $16M | -75% | 975k | 16.01 |
|
So Young International Sponsored Ads (SY) | 0.1 | $539k | 513k | 1.05 |
|
|
Atour Lifestyle Holdings Sponsored Ads (ATAT) | 0.1 | $490k | 26k | 18.85 |
|
Past Filings by First Beijing Investment
SEC 13F filings are viewable for First Beijing Investment going back to 2023
- First Beijing Investment 2023 Q3 filed Nov. 14, 2023
- First Beijing Investment 2023 Q2 filed Aug. 17, 2023