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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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 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
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Sea Sponsord Ads (SE) 14.9 $77M +793% 1.8M 43.95
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Qifu Technology American Dep (QFIN) 9.0 $47M +5% 3.1M 15.36
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Zto Express Cayman Sponsored Ads A (ZTO) 7.8 $41M NEW 1.7M 24.17
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Sharkninja Com Shs (SN) 7.4 $39M NEW 831k 46.36
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Bilibili Spons Ads Rep Z (BILI) 5.9 $31M +12% 2.2M 13.77
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Doordash Cl A (DASH) 5.9 $30M 383k 79.47
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Rlx Technology Sponsored Ads (RLX) 3.8 $20M NEW 13M 1.51
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Vipshop Holdings Sponsored Ads A (VIPS) 3.0 $16M -75% 975k 16.01
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So Young International Sponsored Ads (SY) 0.1 $539k 513k 1.05
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Atour Lifestyle Holdings Sponsored Ads (ATAT) 0.1 $490k 26k 18.85
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Past Filings by First Beijing Investment

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