Institutional
First Beijing Investment Ltd
CIK 0001701717
$2.32B
Reported AUM
12
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · First Beijing Investment Ltd · Q1 2026
AI · grounded in 13F
First Beijing Investment Ltd closed its position in ATAT, reducing exposure by $228.96M. The fund established new positions in LEGN for $41.54M and SE for $17.30M. Additionally, the fund increased its holdings in KSPI by 286.47% and PDD by 20.14%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $87.44 | -1.00% | -19.75% | -11.70% | $832.7M | 35.91% | — | HELD |
| 2 | YMM | FULL TRUCK ALLIANCE CO LTD | $9.56 | -0.83% | -9.32% | -38.17% | $747.0M | 32.22% | — | HELD |
| 3 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $56.58 | -3.41% | 27.95% | 155.31% | $509.4M | 21.97% | — | HELD |
| 4 | RLX | RLX TECHNOLOGY INC | $1.98 | 2.06% | -11.61% | -61.09% | $132.3M | 5.71% | — | HELD |
| 5 | LEGN | LEGEND BIOTECH CORP | $19.05 | 1.06% | -52.04% | -51.40% | $41.5M | 1.79% | — | HELD |
| 6 | KSPI | KASPI KZ JSC | $89.04 | 2.18% | 22.14% | -4.76% | $32.2M | 1.39% | — | HELD |
| 7 | SE | SEA LTD | $106.24 | -1.97% | -31.11% | -68.60% | $17.3M | 0.75% | — | HELD |
| 8 | DDL | DINGDONG CAYMAN LTD | $2.42 | 0.83% | 17.39% | -87.95% | $2.2M | 0.09% | — | HELD |
| 9 | ZH | ZHIHU INC | $3.28 | -1.80% | -21.15% | -94.29% | $1.6M | 0.07% | — | HELD |
| 10 | NOAH | NOAH HLDGS LTD | $8.49 | -1.28% | -17.34% | -64.08% | $1.3M | 0.06% | — | HELD |
| 11 | BZUN | BAOZUN INC | $2.98 | -3.25% | 13.31% | -87.62% | $1.1M | 0.05% | — | HELD |
| 12 | API | AGORA INC | $3.98 | 0.89% | 8.31% | -88.28% | $27K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001701717-26-000010. 13F discloses long positions only — shorts, foreign equities, and options are excluded.