Q3 2024 · 13F-HR/A
First Beijing Investment Ltdholdings as filed
Filed 2024-10-31 · accession 0001701717-24-000007
$1.36B
Reported value
13
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304102 | PDD | PDD HOLDINGS INC | $479.2M | 35.2% | 3,554,719 | Common | NONE |
| 81141R100 | SE | SEA LTD | $239.2M | 17.6% | 2,537,398 | Common | NONE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HOLDINGS LTD | $146.3M | 10.7% | 5,639,562 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $123.8M | 9.09% | 13,740,729 | Common | NONE |
| 92763W103 | VIPS | VIPSHOP HLDGS LTD | $120.2M | 8.82% | 7,640,288 | Common | NONE |
| 090040106 | BILI | BILIBILI INC | $88.7M | 6.51% | 3,793,582 | Common | NONE |
| 74969N103 | RLX | RLX TECHNOLOGY INC | $51.5M | 3.78% | 28,440,248 | Common | NONE |
| 50202M102 | LI | LI AUTO INC | $32.2M | 2.36% | 1,254,400 | Common | NONE |
| 423403104 | MOMO | HELLO GROUP INC | $30.8M | 2.26% | 4,043,817 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $25.5M | 1.87% | 178,869 | Common | NONE |
| 88557W101 | QFIN | QIFU TECHNOLOGY INC | $22.8M | 1.67% | 763,509 | Common | NONE |
| 65487X102 | NOAH | NOAH HLDGS LTD | $1.5M | 0.11% | 124,149 | Common | SOLE |
| 98923K103 | ZKN | ZEEKR INTELLIGENT TECHNOLOGY | $289,369 | 0.02% | 12,982 | Common | NONE |
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.