Q4 2024 · 13F-HR
First Beijing Investment Ltdholdings as filed
Filed 2025-02-14 · accession 0001701717-25-000002
$1.41B
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304102 | PDD | PDD HOLDINGS INC | $365.2M | 25.9% | 3,765,809 | Common | NONE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $338.0M | 24.0% | 31,241,548 | Common | NONE |
| 81141R100 | SE | SEA LTD | $271.3M | 19.3% | 2,557,398 | Common | NONE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HOLDINGS LTD | $146.1M | 10.4% | 5,431,906 | Common | SOLE |
| 92763W103 | VIPS | VIPSHOP HLDGS LTD | $132.5M | 9.41% | 9,837,776 | Common | NONE |
| 74969N103 | RLX | RLX TECHNOLOGY INC | $50.5M | 3.58% | 23,374,885 | Common | SOLE |
| 090040106 | BILI | BILIBILI INC | $30.6M | 2.17% | 1,690,360 | Common | NONE |
| 50202M102 | LI | LI AUTO INC | $30.1M | 2.14% | 1,254,400 | Common | NONE |
| 423403104 | MOMO | HELLO GROUP INC | $21.2M | 1.51% | 2,750,093 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $16.7M | 1.19% | 260,097 | Common | NONE |
| 528877103 | LX | LEXINFINTECH HLDGS LTD | $4.8M | 0.34% | 824,475 | Common | SOLE |
| 65487X102 | NOAH | NOAH HLDGS LTD | $1.6M | 0.11% | 136,733 | 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.