Q3 2023 · 13F-HR
First Beijing Investment Ltdholdings as filed
Filed 2023-11-14 · accession 0001701717-23-000005
$519.3M
Reported value
11
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304102 | PDD | PDD HOLDINGS INC | $217.9M | 42.0% | 2,221,947 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $77.4M | 14.9% | 1,761,068 | Common | SOLE |
| 88557W101 | QFIN | QIFU TECHNOLOGY INC | $47.0M | 9.04% | 3,057,490 | Common | SOLE |
| 98980A105 | ZTO | ZTO EXPRESS CAYMAN INC | $40.7M | 7.85% | 1,685,677 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $38.5M | 7.42% | 831,317 | Common | SOLE |
| 090040106 | BILI | BILIBILI INC | $30.7M | 5.91% | 2,230,062 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $30.4M | 5.86% | 382,914 | Common | SOLE |
| 74969N103 | RLX | RLX TECHNOLOGY INC | $20.0M | 3.85% | 13,233,482 | Common | SOLE |
| 92763W103 | VIPS | VIPSHOP HOLDINGS LIMITED | $15.6M | 3.01% | 975,281 | Common | SOLE |
| 83356Q108 | SY | SO YOUNG INTERNATIONAL INC | $538,883 | 0.10% | 513,222 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HOLDINGS LTD | $490,100 | 0.09% | 26,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.