The Analysis of First Beijing Investment Ltd's Holdings & P&L

Currently, First Beijing Investment Ltd holds 12 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in PDD (+8.1M shares, valued at $832.7M), YMM (+90.0M shares, valued at $747.0M), EDU (+9.0M shares, valued at $509.4M); initiated new positions in PDD (+8.1M shares, valued at $832.7M), YMM (+90.0M shares, valued at $747.0M), EDU (+9.0M shares, valued at $509.4M).

1M P&L

-1.2B-4.71%

3M P&L

-5.0B-16.54%

HY P&L

-5.5B-17.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application16.6B

60.9%

2Education & Training Services9.5B

34.9%

3Internet Retail769.1M

2.8%

Top Industries by Stock Count

1Software - Application3 stocks

25.0%

2Education & Training Services2 stocks

16.7%

3Lodging2 stocks

16.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PDD PDD HOLDINGS INC8.1M sharesnew addition2026-03-312026-05-13

YMM FULL TRUCK ALLIANCE CO LTD90.0M sharesnew addition2026-03-312026-05-13

EDU NEW ORIENTAL ED & TECHNOLOGY9.0M sharesnew addition2026-03-312026-05-13

RLX RLX TECHNOLOGY INC60.1M sharesnew addition2026-03-312026-05-13

LEGN LEGEND BIOTECH CORP2.3M sharesnew addition2026-03-312026-05-13

KSPI KASPI KZ JSC434.4K sharesnew addition2026-03-312026-05-13

SE SEA LTD209.0K sharesnew addition2026-03-312026-05-13

DDL DINGDONG CAYMAN LTD846.0K sharesnew addition2026-03-312026-05-13

Sponsored

ZH ZHIHU INC551.0K sharesnew addition2026-03-312026-05-13

NOAH NOAH HLDGS LTD136.0K sharesnew addition2026-03-312026-05-13

BZUN BAOZUN INC444.3K sharesnew addition2026-03-312026-05-13

API AGORA INC7.7K sharesnew addition2026-03-312026-05-13

PDD

PDD HOLDINGS INC

New

Shares8.1M

Event2026-03-31

Filed2026-05-13

YMM

FULL TRUCK ALLIANCE CO LTD

New

Shares90.0M

Event2026-03-31

Filed2026-05-13

EDU

NEW ORIENTAL ED & TECHNOLOGY

New

Shares9.0M

Event2026-03-31

Filed2026-05-13

RLX

RLX TECHNOLOGY INC

New

Shares60.1M

Event2026-03-31

Filed2026-05-13

LEGN

LEGEND BIOTECH CORP

New

Shares2.3M

Event2026-03-31

Filed2026-05-13

KSPI

KASPI KZ JSC

New

Shares434.4K

Event2026-03-31

Filed2026-05-13

SEA LTD

New

Shares209.0K

Event2026-03-31

Filed2026-05-13

DDL

DINGDONG CAYMAN LTD

New

Shares846.0K

Event2026-03-31

Filed2026-05-13

ZHIHU INC

New

Shares551.0K

Event2026-03-31

Filed2026-05-13

NOAH

NOAH HLDGS LTD

New

Shares136.0K

Event2026-03-31

Filed2026-05-13

BZUN

BAOZUN INC

New

Shares444.3K

Event2026-03-31

Filed2026-05-13

API

AGORA INC

New

Shares7.7K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available