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
Portfolio value trend — upgrade to see history
UpgradeTop 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
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pdd Holdings Inc | 8.15M | $832.68M | 35.9% | +1.37M | Added |
| 2 | Full Truck Alliance Co Ltd | 90.00M | $747.01M | 32.2% | +13.38M | Added |
| 3 | New Oriental Ed & Technology | 9.00M | $509.40M | 22.0% | −1.11M | Reduced |
| 4 | Rlx Technology Inc | 60.13M | $132.29M | 5.7% | −2.73M | Reduced |
| 5 | Legend Biotech Corp | 2.30M | $41.54M | 1.8% | +2.30M | New |
| 6 | Kaspi Kz Jsc | 434.4K | $32.17M | 1.4% | +322.0K | Added |
| 7 | Sea Ltd | 209.0K | $17.30M | 0.7% | +209.0K | New |
| 8 | Dingdong Cayman Ltd | 846.0K | $2.17M | 0.1% | +846.0K | New |
| 9 | Zhihu Inc | 551.0K | $1.56M | 0.1% | +551.0K | New |
| 10 | Noah Hldgs Ltd | 136.0K | $1.35M | 0.1% | −256.5K | Reduced |
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