First Beijing Investment Ltd

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 8Value: $1.5BLatest: 2025Q1

First Beijing Investment Ltd is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 8 holdings worth $1.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "EDU",
  "ATAT",
  "YMM",
  "LU",
  "NOAH",
  "RLX",
  "PDD"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-19
Total Holdings: 8
Total Value: 1456600331
Accession Number: 0001701717-25-000011
Form Type: 13F-HR
CIK: first-beijing-investment
Manager Name: First-Beijing-Investment

Data Enrichment

100% identified

8 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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PDD Holdings Inc.

PDD|722304102

Shares:3.9M

Value:$456.5M

% of Portfolio:31.3% ($456.5M/$1.5B)

Full Truck Alliance Co. Ltd.

YMM|35969L108

Shares:29.7M

Value:$379.7M

% of Portfolio:26.1% ($379.7M/$1.5B)

New Oriental Education & Technology Group Inc.

EDU|647581206

Shares:5.5M

Value:$260.9M

% of Portfolio:17.9% ($260.9M/$1.5B)

Atour Lifestyle Holdings Ltd

ATAT|04965M106

Shares:5.0M

Value:$142.8M

% of Portfolio:9.8% ($142.8M/$1.5B)

Sea Ltd

SE|81141R100

Shares:957.7K

Value:$125.0M

% of Portfolio:8.6% ($125.0M/$1.5B)

RLX Technology Inc.

RLX|74969N103

Shares:41.0M

Value:$77.1M

% of Portfolio:5.3% ($77.1M/$1.5B)

Lufax Holding Ltd

LU|54975P201

Shares:4.4M

Value:$13.0M

% of Portfolio:0.9% ($13.0M/$1.5B)

Noah Holdings Ltd

NOAH|65487X102

Shares:163.4K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PDD Holdings Inc.(PDDcusip722304102)	3.9M	QoQ +2.42% (+91.4K) YoY +111.21% (+2.0M)	All Managers (Combined)	$456.5M	31.3% ($456.5M/$1.5B)	QoQ +24.98% (+$91.3M) YoY +115.03% (+$244.2M)
Full Truck Alliance Co. Ltd.(YMMcusip35969L108)	29.7M	QoQ -4.81% (-1.5M) YoY NEW(+29.7M)	All Managers (Combined)	$379.7M	26.1% ($379.7M/$1.5B)	QoQ +12.33% (-$41.7M) YoY NEW(+$379.7M)
New Oriental Education & Technology Group Inc.(EDUcusip647581206)	5.5M	QoQ +1997.82% (+5.2M) YoY NEW(+5.5M)	All Managers (Combined)	$260.9M	17.9% ($260.9M/$1.5B)	QoQ +1462.74% (+$244.2M) YoY NEW(+$260.9M)
Atour Lifestyle Holdings Ltd(ATATcusip04965M106)	5.0M	QoQ -7.28% (-395.6K) YoY +19270.59% (+5.0M)	All Managers (Combined)	$142.8M	9.8% ($142.8M/$1.5B)	QoQ -2.24% (-$3.3M) YoY +30510.72% (+$142.3M)
Sea Ltd(SEcusip81141R100)	957.7K	QoQ -62.55% (-1.6M) YoY -70.63% (-2.3M)	All Managers (Combined)	$125.0M	8.6% ($125.0M/$1.5B)	QoQ -53.94% (-$146.4M) YoY -28.64% (-$50.2M)
RLX Technology Inc.(RLXcusip74969N103)	41.0M	QoQ +75.55% (+17.7M) YoY +193.65% (+27.1M)	All Managers (Combined)	$77.1M	5.3% ($77.1M/$1.5B)	QoQ +52.79% (+$26.7M) YoY +187.53% (+$50.3M)
Lufax Holding Ltd(LUcusip54975P201)	4.4M	QoQ NEW(+4.4M) YoY NEW(+4.4M)	All Managers (Combined)	$13.0M	0.9% ($13.0M/$1.5B)	QoQ NEW(+$13.0M) YoY NEW(+$13.0M)
Noah Holdings Ltd(NOAHcusip65487X102)	163.4K	QoQ +19.53% (-26.7K) YoY NEW(+163.4K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.5B)	QoQ -3.53% (-$56.6K) YoY NEW(+$1.5M)