13F HOLDINGS REPORT
First Beijing Investment Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001701717-25-000002
Total Value
$1.41B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 3,765,809 | $365.2M | 25.93% |
| 2 | FULL TRUCK ALLIANCE CO LTD | YMM | 31,241,548 | $338.0M | 24.00% |
| 3 | SEA LTD | SE | 2,557,398 | $271.3M | 19.26% |
| 4 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 5,431,906 | $146.1M | 10.37% |
| 5 | VIPSHOP HLDGS LTD | VIPS | 9,837,776 | $132.5M | 9.41% |
| 6 | RLX TECHNOLOGY INC | RLX | 23,374,885 | $50.5M | 3.58% |
| 7 | BILIBILI INC | BLBLF | 1,690,360 | $30.6M | 2.17% |
| 8 | LI AUTO INC | LAAOF | 1,254,400 | $30.1M | 2.14% |
| 9 | HELLO GROUP INC | MOMO | 2,750,093 | $21.2M | 1.51% |
| 10 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 260,097 | $16.7M | 1.19% |
| 11 | LEXINFINTECH HLDGS LTD | LX | 824,475 | $4.8M | 0.34% |
| 12 | NOAH HLDGS LTD | NOAH | 136,733 | $1.6M | 0.11% |