First Beijing Investment Ltd 13F Holdings

CIK 0001701717 · HONG KONG, K3

As of Sep 30, 2025, First Beijing Investment Ltd reported 8 positions worth $2.6B in its SEC Form 13F filing.

Top 8 holdings

SecurityTickerSectorSharesValue% of portfolio
FULL TRUCK ALLIANCE CO LTDYMMTechnology68,645,580$890.3M34.38%
PDD HOLDINGS INCPDDConsumer Cyclical6,168,721$815.3M31.48%
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INCEDUConsumer Defensive9,346,501$496.0M19.15%
ATOUR LIFESTYLE HOLDINGS LTDATATConsumer Cyclical5,668,822$213.1M8.23%
RLX TECHNOLOGY INCRLXConsumer Defensive62,864,424 65.3M6.38%
AXT INCAXTI—1,730,156$7.8M0.30%
NOAH HLDGS LTDNOAHFinancial Services175,328$2.0M0.08%
AGORA INCAPITechnology9,900$37.8K0.00%