§ TOBACCO
USD · TobaccoRLX
RLX TECHNOLOGY INC-ADR
USDSector · Tobacco
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
45 increased/new, 46 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| First Beijing Investment Ltd | 60.1M | 5.7% | −4% |
| IDG China Venture Capital Fund V Associates L.P. | 57.1M | 100.0% | −4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 21.5M | n/a | n/a |
| OLP CAPITAL MANAGEMENT Ltd | 13.2M | n/a | n/a |
| DE Shaw | 9.6M | 0.0% | +2% |
| BlackRock, Inc. | 9.5M | 0.0% | +6% |
◇ AC INTELLIGENCE
Top institutional owners for RLX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER76.3% · 0 holders
OTHER18.6% · 61 holders
DEALER / BANK2.1% · 14 holders
PASSIVE / INDEX1.0% · 7 holders
ACTIVIST0.8% · 1 holder
QUALITY / COMPOUNDER0.4% · 8 holders
SYSTEMATIC / QUANT0.4% · 6 holders
TACTICAL / MACRO0.3% · 2 holders
INCOME / DEFENSIVE0.1% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for RLX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention RLX yet.