Q1 2025 · 13F-HR
First Beijing Investment Ltdholdings as filed
Filed 2025-05-19 · accession 0001701717-25-000011
$1.46B
Reported value
8
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304102 | PDD | PDD HOLDINGS INC | $456.5M | 31.3% | 3,857,223 | Common | NONE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $379.7M | 26.1% | 29,736,802 | Common | NONE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $260.9M | 17.9% | 5,456,378 | Common | NONE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HOLDINGS LTD | $142.8M | 9.80% | 5,036,355 | Common | NONE |
| 81141R100 | SE | SEA LTD | $125.0M | 8.58% | 957,702 | Common | NONE |
| 74969N103 | RLX | RLX TECHNOLOGY INC | $77.1M | 5.30% | 41,036,045 | Common | SOLE |
| 54975P201 | LU | LUFAX HOLDING LTD | $13.0M | 0.90% | 4,392,625 | Common | SOLE |
| 65487X102 | NOAH | NOAH HLDGS LTD | $1.5M | 0.11% | 163,443 | 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.