First Beijing Investment Ltd 13F Holdings · Q2 2026
First Beijing Investment Ltd reported 11 securities worth $2.44B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: YMM (30.50%), PDD (29.27%), EDU (16.41%). Among its top 25 positions this quarter: 1 new, 3 added, 6 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YMM | FULL TRUCK ALLIANCE CO LTD | $745.3M | 30.50% | 91.8M | Added |
| 2 | PDD | PDD HOLDINGS INC | $715.3M | 29.27% | 9.4M | Added |
| 3 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $401.0M | 16.41% | 8.7M | Trimmed |
| 4 | SE | SEA LTD | $297.9M | 12.19% | 3.1M | Added |
| 5 | FUTU | FUTU HLDGS LTD | $129.3M | 5.29% | 1.4M | New |
| 6 | RLX | RLX TECHNOLOGY INC | $113.7M | 4.65% | 59.8M | Trimmed |
| 7 | KSPI | KASPI KZ JSC | $36.8M | 1.51% | 424,613 | Trimmed |
| 8 | ZH | ZHIHU INC | $1.7M | 0.07% | 551,048 | Hold |
| 9 | BZUN | BAOZUN INC | $1.2M | 0.05% | 432,828 | Trimmed |
| 10 | DDL | DINGDONG CAYMAN LTD | $1.2M | 0.05% | 622,432 | Trimmed |
| 11 | NOAH | NOAH HLDGS LTD | $385,564 | 0.02% | 38,595 | Trimmed |
| 12 | API | AGORA INC | $0 | 0.00% | 0 | Exited |
| 13 | LEGN | LEGEND BIOTECH CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR