13F HOLDINGS REPORT
First Beijing Investment Ltd
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001701717-25-000014
Total Value
$1.79B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 5,577,852 | $583.8M | 32.67% |
| 2 | FULL TRUCK ALLIANCE CO LTD | YMM | 39,494,654 | $466.4M | 26.10% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 7,115,332 | $383.9M | 21.48% |
| 4 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 5,849,962 | $190.2M | 10.64% |
| 5 | RLX TECHNOLOGY INC | RLX | 62,864,424 | $138.9M | 7.77% |
| 6 | LUFAX HOLDING LTD | LU | 6,464,988 | $18.0M | 1.01% |
| 7 | AXT INC | AXTI | 1,730,156 | $3.6M | 0.20% |
| 8 | NOAH HLDGS LTD | NOAH | 175,328 | $2.1M | 0.12% |
| 9 | AGORA INC | API | 9,900 | $37,719 | 0.00% |