First Beijing Investment as of June 30, 2025
Portfolio Holdings for First Beijing Investment
First Beijing Investment holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pdd Holdings American Dep (PDD) | 32.7 | $584M | 5.6M | 104.66 | |
| Full Truck Alliance Sponsored Ads (YMM) | 26.1 | $466M | 40M | 11.81 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 21.5 | $384M | 7.1M | 53.95 | |
| Atour Lifestyle Holdings Sponsored Ads (ATAT) | 10.6 | $190M | 5.8M | 32.51 | |
| Rlx Technology Sponsored Ads (RLX) | 7.8 | $139M | 63M | 2.21 | |
| Lufax Holding Sponsored Adr (LU) | 1.0 | $18M | 6.5M | 2.79 | |
| Axt (AXTI) | 0.2 | $3.6M | 1.7M | 2.09 | |
| Noah Hldgs Spon Ads (NOAH) | 0.1 | $2.1M | 175k | 11.94 | |
| Agora Ads (API) | 0.0 | $38k | 9.9k | 3.81 |
