13F HOLDINGS REPORT
First Beijing Investment Ltd
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001701717-23-000005
Total Value
$519.3M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 2,221,947 | $217.9M | 41.96% |
| 2 | SEA LTD | SE | 1,761,068 | $77.4M | 14.90% |
| 3 | QIFU TECHNOLOGY INC | QFNHF | 3,057,490 | $47.0M | 9.04% |
| 4 | ZTO EXPRESS CAYMAN INC | ZTOEF | 1,685,677 | $40.7M | 7.85% |
| 5 | SHARKNINJA INC | SN | 831,317 | $38.5M | 7.42% |
| 6 | BILIBILI INC | BLBLF | 2,230,062 | $30.7M | 5.91% |
| 7 | DOORDASH INC | DASH | 382,914 | $30.4M | 5.86% |
| 8 | RLX TECHNOLOGY INC | RLX | 13,233,482 | $20.0M | 3.85% |
| 9 | VIPSHOP HOLDINGS LIMITED | VIPS | 975,281 | $15.6M | 3.01% |
| 10 | SO YOUNG INTERNATIONAL INC | SY | 513,222 | $538,883 | 0.10% |
| 11 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 26,000 | $490,100 | 0.09% |