First Beijing Investment Ltd: 13F holdings
CIK 17017172026Q2
| Positions | 11 |
|---|
| Reported value | $2.4bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 11 (-1 vs prior quarter) |
|---|
| Reported value | $2.4bn (+5.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| YMM FULL TRUCK ALLIANCE CO LTD | 91,790,875 | $745.3m | 30.5% |
| PDD PDD HOLDINGS INC | 9,377,416 | $715.3m | 29.3% |
| EDU NEW ORIENTAL ED & TECHNOLOGY | 8,733,979 | $401.0m | 16.4% |
| SE SEA LTD | 3,109,067 | $297.9m | 12.2% |
| FUTU FUTU HLDGS LTD | 1,379,102 | $129.3m | 5.3% |
| RLX RLX TECHNOLOGY INC | 59,821,839 | $113.7m | 4.7% |
| KSPI KASPI KZ JSC | 424,613 | $36.8m | 1.5% |
| ZHIHU INC | 551,048 | $1.7m | 0.1% |
| BZUN BAOZUN INC | 432,828 | $1.2m | 0.1% |
| DDL DINGDONG CAYMAN LTD | 622,432 | $1.2m | 0.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1701717")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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