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First Beijing Investment Ltd

Portfolio Manager
First Beijing Investment Ltd
Performance
-10.64% (2026 Q1)
AUM (13F)
$2.32B
# of Holdings
12
Performance Rank
Allocation (Top 20)
100.01%

First Beijing Investment Ltd Holdings Map

Top 12 First Beijing Investment Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PDD
PDD HOLDINGS INC
35.91%8.15M$832.7M
+20.14%(+1.37M)
2025-Q1: 3.86M shares2025-Q2: 5.58M shares2025-Q3: 6.17M shares2025-Q4: 6.78M shares2026-Q1: 8.15M shares
$107.71(-23.51%)
2026-03-31
YMM
FULL TRUCK ALLIANCE CO LTD
32.22%90.00M$747.0M
+17.47%(+13.38M)
2025-Q1: 29.74M shares2025-Q2: 39.49M shares2025-Q3: 68.65M shares2025-Q4: 76.62M shares2026-Q1: 90.00M shares
$10.89(-22.60%)
2026-03-31
EDU
NEW ORIENTAL ED & TECHNOLOGY
21.97%9.00M$509.4M
-10.99%(-1.11M)
2025-Q1: 5.46M shares2025-Q2: 7.12M shares2025-Q3: 9.35M shares2025-Q4: 10.11M shares2026-Q1: 9.00M shares
$54.75(-14.10%)
2026-03-31
RLX
RLX TECHNOLOGY INC
5.71%60.13M$132.3M
-4.35%(-2.73M)
2025-Q1: 41.04M shares2025-Q2: 62.86M shares2025-Q3: 62.86M shares2025-Q4: 62.86M shares2026-Q1: 60.13M shares
$1.94(-0.32%)
2026-03-31
LEGN
LEGEND BIOTECH CORP
1.79%2.30M$41.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.30M shares
$19.91(+50.19%)
2026-03-31
KSPI
KASPI KZ JSC
1.39%434.4K$32.2M
+286.47%(+321.96K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 112.4K shares2026-Q1: 434.4K shares
$77.08(+16.52%)
2026-03-31
SE
SEA LTD
0.75%209.0K$17.3Mnew2025-Q1: 957.7K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 209.0K shares
$53.39(+93.48%)
2026-03-31
DDL
DINGDONG CAYMAN LTD
0.09%846.0K$2.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 846.0K shares
$2.53(-23.32%)
2026-03-31
ZH
ZHIHU INC
0.07%551.0K$1.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 551.0K shares
$3.06(+2.94%)
2026-03-31
NOAH
NOAH HLDGS LTD
0.06%136.0K$1.3M
-65.36%(-256.54K)
2025-Q1: 163.4K shares2025-Q2: 175.3K shares2025-Q3: 175.3K shares2025-Q4: 392.5K shares2026-Q1: 136.0K shares
$10.90(-7.98%)
2026-03-31

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