First Beijing Investment as of Sept. 30, 2024
Portfolio Holdings for First Beijing Investment
First Beijing Investment holds 13 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pdd Holdings American Dep (PDD) | 35.2 | $479M | 3.6M | 134.81 | |
| Sea Sponsord Ads (SE) | 17.6 | $239M | 2.5M | 94.28 | |
| Atour Lifestyle Holdings Sponsored Ads (ATAT) | 10.7 | $146M | 5.6M | 25.94 | |
| Full Truck Alliance Sponsored Ads (YMM) | 9.1 | $124M | 14M | 9.01 | |
| Vipshop Hldgs Sponsored Ads A (VIPS) | 8.8 | $120M | 7.6M | 15.73 | |
| Bilibili Spons Ads Rep Z (BILI) | 6.5 | $89M | 3.8M | 23.38 | |
| Rlx Technology Sponsored Ads (RLX) | 3.8 | $52M | 28M | 1.81 | |
| Li Auto Sponsored Ads (LI) | 2.4 | $32M | 1.3M | 25.65 | |
| Hello Group Ads (MOMO) | 2.3 | $31M | 4.0M | 7.61 | |
| Doordash Cl A (DASH) | 1.9 | $26M | 179k | 142.73 | |
| Qifu Technology American Dep (QFIN) | 1.7 | $23M | 764k | 29.81 | |
| Noah Hldgs Spon Ads (NOAH) | 0.1 | $1.5M | 124k | 12.33 | |
| Zeekr Intelligent Technology Spon Ads (ZK) | 0.0 | $289k | 13k | 22.29 |
