Institutions / First Beijing Investment Ltd
First Beijing Investment Ltd
CIK 1701717 · Institution · as of Dec 31, 2025
Portfolio value
$2.54B
Positions
8
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Full Truck Alliance Co. Ltd.YMM | $822.10M | 32.4% |
| PDD Holdings Inc.PDD | $769.12M | 30.3% |
| New Oriental Education & Technology Group Inc | $556.13M | 21.9% |
| Atour Lifestyle Holdings Ltd | $228.96M | 9.0% |
| RLX Technology Inc. | $146.47M | 5.8% |
| Joint Stock Co Kaspi.kzKSPI | $8.78M | 0.3% |
| Noah Holdings LtdNOAH | $3.94M | 0.2% |
| Agora, Inc.API | $40.3K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.