13F HOLDINGS REPORT
First Beijing Investment Ltd
Quarter ended Q3 2024 · Filed October 31, 2024 · Accession 0001701717-24-000006
Total Value
$1.40B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 3,676,819 | $495.7M | 35.38% |
| 2 | SEA LTD | SE | 2,636,176 | $248.5M | 17.74% |
| 3 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 5,917,457 | $153.5M | 10.96% |
| 4 | VIPSHOP HLDGS LTD | VIPS | 7,966,441 | $125.3M | 8.94% |
| 5 | FULL TRUCK ALLIANCE CO LTD | YMM | 13,740,729 | $123.8M | 8.84% |
| 6 | BILIBILI INC | BLBLF | 3,793,582 | $88.7M | 6.33% |
| 7 | RLX TECHNOLOGY INC | RLX | 29,005,248 | $52.5M | 3.75% |
| 8 | LI AUTO INC | LAAOF | 1,254,400 | $32.2M | 2.30% |
| 9 | HELLO GROUP INC | MOMO | 4,043,817 | $30.8M | 2.20% |
| 10 | DOORDASH INC | DASH | 178,869 | $25.5M | 1.82% |
| 11 | QIFU TECHNOLOGY INC | QFNHF | 763,509 | $22.8M | 1.62% |
| 12 | NOAH HLDGS LTD | NOAH | 124,149 | $1.5M | 0.11% |
| 13 | ZEEKR INTELLIGENT TECHNOLOGY | 98923K103 | 12,982 | $289,369 | 0.02% |