First Beijing Investment as of Sept. 30, 2025
Portfolio Holdings for First Beijing Investment
First Beijing Investment holds 8 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Full Truck Alliance Sponsored Ads (YMM) | 34.4 | $890M | 69M | 12.97 | |
| Pdd Holdings American Dep (PDD) | 31.5 | $815M | 6.2M | 132.17 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 19.2 | $496M | 9.3M | 53.07 | |
| Atour Lifestyle Holdings Sponsored Ads (ATAT) | 8.2 | $213M | 5.7M | 37.59 | |
| Rlx Technology Sponsored Ads (RLX) | 6.4 | $165M | 63M | 2.63 | |
| Axt (AXTI) | 0.3 | $7.8M | 1.7M | 4.49 | |
| Noah Hldgs Spon Ads (NOAH) | 0.1 | $2.0M | 175k | 11.59 | |
| Agora Ads (API) | 0.0 | $38k | 9.9k | 3.82 |
