First Beijing Investment as of Dec. 31, 2024
Portfolio Holdings for First Beijing Investment
First Beijing Investment holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pdd Holdings American Dep (PDD) | 25.9 | $365M | 3.8M | 96.99 | |
| Full Truck Alliance Sponsored Ads (YMM) | 24.0 | $338M | 31M | 10.82 | |
| Sea Sponsord Ads (SE) | 19.3 | $271M | 2.6M | 106.10 | |
| Atour Lifestyle Holdings Sponsored Ads (ATAT) | 10.4 | $146M | 5.4M | 26.89 | |
| Vipshop Hldgs Sponsored Ads A (VIPS) | 9.4 | $133M | 9.8M | 13.47 | |
| Rlx Technology Sponsored Ads (RLX) | 3.6 | $51M | 23M | 2.16 | |
| Bilibili Spons Ads Rep Z (BILI) | 2.2 | $31M | 1.7M | 18.11 | |
| Li Auto Sponsored Ads (LI) | 2.1 | $30M | 1.3M | 23.99 | |
| Hello Group Ads (MOMO) | 1.5 | $21M | 2.8M | 7.71 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 1.2 | $17M | 260k | 64.18 | |
| Lexinfintech Hldgs Adr (LX) | 0.3 | $4.8M | 825k | 5.80 | |
| Noah Hldgs Spon Ads (NOAH) | 0.1 | $1.6M | 137k | 11.71 |
