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
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 68,645,580 | $890.3M | 34.38% |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 6,168,721 | $815.3M | 31.48% |
| NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | EDU | Consumer Defensive | 9,346,501 | $496.0M | 19.15% |
| ATOUR LIFESTYLE HOLDINGS LTD | ATAT | Consumer Cyclical | 5,668,822 | $213.1M | 8.23% |
| RLX TECHNOLOGY INC | RLX | Consumer Defensive | 62,864,424 |