13F HOLDINGS REPORT
First Beijing Investment Ltd
Quarter ended Q1 2025 · Filed May 19, 2025 · Accession 0001701717-25-000011
Total Value
$1.46B
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 3,857,223 | $456.5M | 31.34% |
| 2 | FULL TRUCK ALLIANCE CO LTD | YMM | 29,736,802 | $379.7M | 26.07% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 5,456,378 | $260.9M | 17.91% |
| 4 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 5,036,355 | $142.8M | 9.80% |
| 5 | SEA LTD | SE | 957,702 | $125.0M | 8.58% |
| 6 | RLX TECHNOLOGY INC | RLX | 41,036,045 | $77.1M | 5.30% |
| 7 | LUFAX HOLDING LTD | LU | 4,392,625 | $13.0M | 0.90% |
| 8 | NOAH HLDGS LTD | NOAH | 163,443 | $1.5M | 0.11% |