First Beijing Investment Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, First Beijing Investment Ltd disclosed 11 stock positions valued at approximately $2.44B as of quarter-end June 30, 2026. The largest holdings include FULL TRUCK ALLIANCE CO LTD, PDD HOLDINGS INC, and NEW ORIENTAL ED & TECHNOLOGY.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $2.44B
Holdings by Sector
First Beijing Investment Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 30.50% | 91,790,875 | +1,789,980 | +1.99% | $745,341,905 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 29.27% | 9,377,416 | +1,228,254 | +15.07% | $715,309,292 |
| NEW ORIENTAL ED & TECHNOLOGY | EDU | Consumer Defensive | 16.41% | 8,733,979 | -261,279 | -2.90% | $400,976,976 |
| SEA LTD | SE | Consumer Cyclical | 12.19% | 3,109,067 | +2,900,104 | +1387.86% | $297,941,891 |
| FUTU HLDGS LTD | FUTU | Financial Services | 5.29% | 1,379,102 | +1,379,102 | +100.00% | $129,277,021 |
| RLX TECHNOLOGY INC | RLX | Consumer Defensive | 4.65% | 59,821,839 | -307,832 | -0.51% | $113,661,494 |
| KASPI KZ JSC | KSPI | Technology | 1.51% | 424,613 | -9,737 | -2.24% | $36,788,470 |
| ZHIHU INC | ZH | Communication Services | 0.07% | 551,048 | - | - | $1,724,780 |
| BAOZUN INC | BZUN | Consumer Cyclical | 0.05% | 432,828 | -11,500 | -2.59% | $1,224,903 |
| DINGDONG CAYMAN LTD | DDL | Consumer Defensive | 0.05% | 622,432 | -223,520 | -26.42% | $1,201,294 |
| NOAH HLDGS LTD | NOAH | Financial Services | 0.02% | 38,595 | -97,393 | -71.62% | $385,564 |
Showing 11 of 11 holdings in the latest reporting period.