First Beijing Investment Ltd Portfolio Stock Holdings
First Beijing Investment Ltd disclosed 12 stock positions valued at approximately $2.3 billion in its latest SEC 13F filing. The largest holdings include PDD HOLDINGS INC, FULL TRUCK ALLIANCE CO LTD, and NEW ORIENTAL ED & TECHNOLOGY. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 12
- Portfolio Value
- $2.3B
Holdings by Sector
First Beijing Investment Ltd Portfolio Holdings in Q1 2026
12 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 35.91% | 8,149,162 | +1,366,207 | +20.14% | $832,681,373 |
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 32.22% | 90,000,895 | +13,384,327 | +17.47% | $747,007,429 |
| NEW ORIENTAL ED & TECHNOLOGY | EDU | Consumer Defensive | 21.97% | 8,995,258 | -1,110,707 | -10.99% | $509,401,461 |
| RLX TECHNOLOGY INC | RLX | Consumer Defensive | 5.71% | 60,129,671 | -2,734,753 | -4.35% | $132,285,276 |
| LEGEND BIOTECH CORP | LEGN | Healthcare | 1.79% | 2,296,335 | +2,296,335 | +100.00% | $41,540,700 |
| KASPI KZ JSC | KSPI | Technology | 1.39% | 434,350 | +321,962 | +286.47% | $32,172,305 |
| SEA LTD | SE | Consumer Cyclical | 0.75% | 208,963 | +208,963 | +100.00% | $17,304,226 |
| DINGDONG CAYMAN LTD | DDL | Consumer Defensive | 0.09% | 845,952 | +845,952 | +100.00% | $2,174,097 |
| ZHIHU INC | ZH | Communication Services | 0.07% | 551,048 | +551,048 | +100.00% | $1,564,976 |
| NOAH HLDGS LTD | NOAH | Financial Services | 0.06% | 135,988 | -256,539 | -65.36% | $1,346,281 |
| BAOZUN INC | BZUN | Consumer Cyclical | 0.05% | 444,328 | +444,328 | +100.00% | $1,061,944 |
| AGORA INC | API | Technology | 0.00% | 7,700 | -2,200 | -22.22% | $27,258 |