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Funds / First Beijing Investment Ltd
Institutional Fund

First Beijing Investment Ltd

Hong Kong, Hong KongCIK 17017175 filings on record

Portfolio Value
$2.32B
Q1 2026
Holdings
12
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-8.6%
from $2.54B

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Pdd Holdings Inc35.9%
  • Full Truck Alliance Co Ltd32.2%
  • New Oriental Ed & Technology22.0%
  • Rlx Technology Inc5.7%
  • Legend Biotech Corp1.8%
  • Kaspi Kz Jsc1.4%
  • Other1.0%

Portfolio Holdings

12 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Pdd Holdings Inc8.15M$832.68M35.9%+1.37MAdded
2Full Truck Alliance Co Ltd90.00M$747.01M32.2%+13.38MAdded
3New Oriental Ed & Technology9.00M$509.40M22.0%1.11MReduced
4Rlx Technology Inc60.13M$132.29M5.7%2.73MReduced
5Legend Biotech Corp2.30M$41.54M1.8%+2.30MNew
6Kaspi Kz Jsc434.4K$32.17M1.4%+322.0KAdded
7Sea Ltd209.0K$17.30M0.7%+209.0KNew
8Dingdong Cayman Ltd846.0K$2.17M0.1%+846.0KNew
9Zhihu Inc551.0K$1.56M0.1%+551.0KNew
10Noah Hldgs Ltd136.0K$1.35M0.1%256.5KReduced

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