Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First Beijing Investment Ltd (CIK 1701717) reported $2.32B across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PDD ($832.7M, 35.91%), YMM ($747.0M, 32.22%), EDU ($509.4M, 21.97%), RLX ($132.3M, 5.71%), LEGN ($41.5M, 1.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $832.7M | 35.91% | 8.1M | Added |
| 2 | YMM | FULL TRUCK ALLIANCE CO LTD | $747.0M | 32.22% | 90.0M | Added |
| 3 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $509.4M | 21.97% | 9.0M | Trimmed |
| 4 | RLX | RLX TECHNOLOGY INC | $132.3M | 5.71% | 60.1M | Trimmed |
| 5 | LEGN | LEGEND BIOTECH CORP | $41.5M | 1.79% | 2.3M | New |
| 6 | KSPI | KASPI KZ JSC | $32.2M | 1.39% | 434,350 | Added |
| 7 | SE | SEA LTD | $17.3M | 0.75% | 208,963 | New |
| 8 | DDL | DINGDONG CAYMAN LTD | $2.2M | 0.09% | 845,952 | New |
| 9 | ZH | ZHIHU INC | $1.6M | 0.07% | 551,048 | New |
| 10 | NOAH | NOAH HLDGS LTD | $1.3M | 0.06% | 135,988 | Trimmed |
| 11 | BZUN | BAOZUN INC | $1.1M | 0.05% | 444,328 | New |
| 12 | ATAT | ATOUR LIFESTYLE HOLDINGS LTD | $0 | 0.00% | 0 | Exited |
| 13 | API | AGORA INC | $27,258 | 0.00% | 7,700 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31