Holders — by stockHoldings — by fund
First Beijing Investment Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001701717
$2.44B
disclosed book value
11
positions
30.5%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | YMMFULL TRUCK ALLIANCE CO LTD | 91.8M | $745.3M | 30.5% |
| 2 | PDDPDD HOLDINGS INC | 9.4M | $715.3M | 29.3% |
| 3 | EDUNEW ORIENTAL ED & TECHNOLOGY | 8.7M | $401.0M | 16.4% |
| 4 | SESEA LTD | 3.1M | $297.9M | 12.2% |
| 5 | FUTUFUTU HLDGS LTD | 1.4M | $129.3M | 5.3% |
| 6 | RLXRLX TECHNOLOGY INC | 59.8M | $113.7M | 4.7% |
| 7 | KSPIKASPI KZ JSC | 424,613 | $36.8M | 1.5% |
| 8 | ZHZHIHU INC | 551,048 | $1.7M | 0.1% |
| 9 | BZUNBAOZUN INC | 432,828 | $1.2M | 0.1% |
| 10 | DDLDINGDONG CAYMAN LTD | 622,432 | $1.2M | 0% |
| 11 | NOAHNOAH HLDGS LTD | 38,595 | $385,564 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.