StockDriftsStockDriftsTop 11 First Beijing Investment LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| YMM | FULL TRUCK ALLIANCE CO LTD | 30.5% | 91.79M | $745.3M | +1.99%(+1.79M) | $10.84(-12.84%) | 2026-06-30 | |
| PDD | PDD HOLDINGS INC | 29.27% | 9.38M | $715.3M | +15.07%(+1.23M) | $105.05(-13.82%) | 2026-06-30 | |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 16.41% | 8.73M | $401.0M | -2.90%(-261.28K) | $54.75(+2.21%) | 2026-06-30 | |
| SE | SEA LTD | 12.19% | 3.11M | $297.9M | +1387.86%(+2.90M) | $84.81(+51.89%) | 2026-06-30 | |
| FUTU | FUTU HLDGS LTD | 5.29% | 1.38M | $129.3M | new | $112.55(-5.85%) | 2026-06-30 | |
| RLX | RLX TECHNOLOGY INC | 4.65% | 59.82M | $113.7M | -0.51%(-307.83K) | $1.94(+3.30%) | 2026-06-30 | |
| KSPI | KASPI KZ JSC | 1.51% | 424.6K | $36.8M | -2.24%(-9.74K) | $77.08(+26.72%) | 2026-06-30 | |
| ZH | ZHIHU INC | 0.07% | 551.0K | $1.7M | +0.00%(+0) | $3.06(+7.68%) | 2026-06-30 | |
| BZUN | BAOZUN INC | 0.05% | 432.8K | $1.2M | -2.59%(-11.50K) | $2.53(+14.65%) | 2026-06-30 | |
| DDL | DINGDONG CAYMAN LTD | 0.05% | 622.4K | $1.2M | -26.42%(-223.52K) | $2.53(-7.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.57% | +79.65% | — | — | +79.65% |
| Top 20 Holdings Unweighted | +49.58% | +234.69% | — | — | +234.69% |
First Beijing Investment LTD reports $2.44B in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are YMM (30.5%), PDD (29.3%) and EDU (16.4%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +79.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Beijing Investment LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1701717). View First Beijing Investment LTD’s 13F filings on SEC