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, SE, FUTU, and represent 93.66% of First Beijing Investment's stock portfolio.
- Added to shares of these 4 stocks: SE (+$278M), FUTU (+$129M), PDD (+$94M), YMM (+$15M).
- Started 1 new stock position in FUTU.
- Reduced shares in these 8 stocks: LEGN (-$42M), EDU (-$12M), NOAH, KSPI, RLX, DDL, BZUN, API.
- Sold out of its positions in API, LEGN.
- First Beijing Investment was a net buyer of stock by $459M.
- First Beijing Investment has $2.4B in assets under management (AUM), dropping by 5.40%.
- Central Index Key (CIK): 0001701717
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Portfolio Holdings for First Beijing Investment
First Beijing Investment holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Full Truck Alliance Sponsored Ads (YMM) | 30.5 | $745M | 92M | 8.12 |
|
|
| Pdd Holdings Sponsored Ads (PDD) | 29.3 | $715M | +15% | 9.4M | 76.28 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 16.4 | $401M | -2% | 8.7M | 45.91 |
|
| Sea Sponsord Ads (SE) | 12.2 | $298M | +1387% | 3.1M | 95.83 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 5.3 | $129M | NEW | 1.4M | 93.74 |
|
| Rlx Technology Sponsored Ads (RLX) | 4.7 | $114M | 60M | 1.90 |
|
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| Kaspi Kz Jsc Sponsored Ads (KSPI) | 1.5 | $37M | -2% | 425k | 86.64 |
|
| Zhihu Sponsored Ads (ZH) | 0.1 | $1.7M | 551k | 3.13 |
|
|
| Baozun Sponsored Adr (BZUN) | 0.1 | $1.2M | -2% | 433k | 2.83 |
|
| Dingdong Cayman Ads (DDL) | 0.0 | $1.2M | -26% | 622k | 1.93 |
|
| Noah Hldgs Spon Ads (NOAH) | 0.0 | $386k | -71% | 39k | 9.99 |
|
Past Filings by First Beijing Investment
SEC 13F filings are viewable for First Beijing Investment going back to 2023
- First Beijing Investment 2026 Q2 filed Aug. 12, 2026
- 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