§ 13F · FUND PROFILE
First Beijing Investment Ltd.
AUM · $2.4B (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | YMM | FULL TRUCK ALLIANCE CO LTD | 91.79M | $745M | — | — |
| 2 | PDD | PDD HOLDINGS INC | 9.38M | $715M | — | — |
| 3 | EDU | NEW ORIENTAL ED & TECHNOLOGY | 8.73M | $401M | — | — |
| 4 | SE | SEA LTD | 3.11M | $298M | — | — |
| 5 | FUTU | FUTU HLDGS LTD | 1.38M | $129M | — | — |
| 6 | RLX | RLX TECHNOLOGY INC | 59.82M | $114M | — | — |
| 7 | KSPI | KASPI KZ JSC | 425K | $37M | — | — |
| 8 | ZH | ZHIHU INC | 551K | $2M | — | — |
| 9 | BZUN | BAOZUN INC | 433K | $1M | — | — |
| 10 | DDL | DINGDONG CAYMAN LTD | 622K | $1M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
First Beijing Investment Ltd is a Other fund managing $2.4 billion in assets. The fund runs a focused portfolio of just 11 positions.
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