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First Beijing Investment Ltd Top Holdings and 13F Report (2024)

About First Beijing Investment Ltd

Investment Activity

  • First Beijing Investment Ltd has $1.36 billion in total holdings as of September 30, 2024.
  • First Beijing Investment Ltd owns shares of 13 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 38.89% of the portfolio was purchased this quarter.
  • About 20.87% of the portfolio was sold this quarter.
  • This quarter, First Beijing Investment Ltd has purchased 9 new stocks and bought additional shares in 4 stocks.
  • First Beijing Investment Ltd sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

PDD
$479,211,668
SEA
$239,225,883
Atour Lifestyle
$146,290,238
Full Truck Alliance
$123,803,968
Vipshop
$120,181,730

Largest New Holdings this Quarter

Full Truck Alliance
$123,803,968 Holding
Vipshop
$120,181,730 Holding
Hello Group
$30,773,447 Holding
Noah
$1,530,757 Holding

Largest Purchases this Quarter

Full Truck Alliance
13,740,729 shares (about $123.80M)
Vipshop
7,640,288 shares (about $120.18M)
PDD
770,539 shares (about $103.88M)
Atour Lifestyle
3,588,469 shares (about $93.08M)
Bilibili
1,860,496 shares (about $43.50M)

Largest Sales this Quarter

SEA
2,283,682 shares (about $215.31M)
Qifu Technology
1,972,771 shares (about $58.81M)
Li Auto
393,662 shares (about $10.10M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Beijing Investment Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PDD Holdings Inc. stock logo
PDD
PDD
$479,211,668$103,876,363 27.7%3,554,71935.2%Multi-Sector Conglomerates
Sea Limited stock logo
SE
SEA
$239,225,883$215,305,539 -47.4%2,537,39817.6%Computer and Technology
Atour Lifestyle Holdings Limited stock logo
ATAT
Atour Lifestyle
$146,290,238$93,084,886 175.0%5,639,56210.7%Consumer Discretionary
Full Truck Alliance Co. Ltd. stock logo
YMM
Full Truck Alliance
$123,803,968$123,803,968 New Holding13,740,7299.1%Business Services
Vipshop Holdings Limited stock logo
VIPS
Vipshop
$120,181,730$120,181,730 New Holding7,640,2888.8%Computer and Technology
Bilibili Inc. stock logo
BILI
Bilibili
$88,693,947$43,498,396 96.2%3,793,5826.5%Computer and Technology
RLX Technology Inc. stock logo
RLX
RLX Technology
$51,476,849$12,957,906 33.6%28,440,2483.8%Consumer Discretionary
Li Auto Inc. stock logo
LI
Li Auto
$32,175,360$10,097,430 -23.9%1,254,4002.4%Auto/Tires/Trucks
Hello Group Inc. stock logo
MOMO
Hello Group
$30,773,447$30,773,447 New Holding4,043,8172.3%Computer and Technology
DOORDASH INC
$25,529,9720.0%178,8691.9%CL A
Qifu Technology, Inc. stock logo
QFIN
Qifu Technology
$22,760,203$58,808,303 -72.1%763,5091.7%Business Services
Noah Holdings Limited stock logo
NOAH
Noah
$1,530,757$1,530,757 New Holding124,1490.1%Finance
ZEEKR INTELLIGENT TECHNOLOGY
$289,3690.0%12,9820.0%SPON ADS

Showing largest 100 holdings. View all holdings.
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