First Beijing Investment as of Dec. 31, 2023
Portfolio Holdings for First Beijing Investment
First Beijing Investment holds 26 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pdd Holdings American Dep (PDD) | 44.0 | $266M | 1.8M | 146.31 | |
| Sea Sponsord Ads (SE) | 20.9 | $127M | 3.1M | 40.50 | |
| Qifu Technology American Dep (QFIN) | 8.0 | $48M | 3.1M | 15.82 | |
| Sharkninja Com Shs (SN) | 6.7 | $41M | 795k | 51.17 | |
| Doordash Cl A (DASH) | 6.3 | $38M | 383k | 98.89 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 5.3 | $32M | 1.5M | 21.28 | |
| Rlx Technology Sponsored Ads (RLX) | 4.4 | $26M | 13M | 2.00 | |
| Bilibili Spons Ads Rep Z (BILI) | 4.3 | $26M | 2.1M | 12.17 | |
| Atour Lifestyle Holdings Sponsored Ads (ATAT) | 0.1 | $451k | 26k | 17.36 | |
| Super Micro Computer (SMCI) | 0.0 | $12k | 42.00 | 284.26 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $12k | 930.00 | 12.74 | |
| Unity Software (U) | 0.0 | $12k | 289.00 | 40.89 | |
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.0 | $12k | 686.00 | 17.19 | |
| Dick's Sporting Goods (DKS) | 0.0 | $12k | 80.00 | 146.95 | |
| Nio Spon Ads (NIO) | 0.0 | $12k | 1.3k | 9.07 | |
| Sofi Technologies (SOFI) | 0.0 | $12k | 1.2k | 9.95 | |
| Kinross Gold Corp (KGC) | 0.0 | $12k | 1.9k | 6.05 | |
| Toast Cl A (TOST) | 0.0 | $12k | 642.00 | 18.26 | |
| Caesars Entertainment (CZR) | 0.0 | $12k | 250.00 | 46.88 | |
| Sentinelone Cl A (S) | 0.0 | $12k | 427.00 | 27.44 | |
| Uipath Cl A (PATH) | 0.0 | $12k | 471.00 | 24.84 | |
| Gamestop Corp Cl A (GME) | 0.0 | $12k | 667.00 | 17.53 | |
| Dutch Bros Cl A (BROS) | 0.0 | $12k | 369.00 | 31.67 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $12k | 143.00 | 81.59 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $12k | 67.00 | 173.93 | |
| Gitlab Class A Com (GTLB) | 0.0 | $12k | 185.00 | 62.96 |
