First Beijing Investment Ltd - Q2 2023 holdings

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$331 Million is the total value of First Beijing Investment Ltd's 8 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .

All

			Value		Shares		↓ Weighting
PDD	New	PDD HOLDINGS INCamerican dep	$143,417,102	–	2,074,300	+100.0%	43.29%	–
VIPS	New	VIPSHOP HOLDINGS LIMITEDsponsored ads a	$65,612,877	–	3,976,538	+100.0%	19.80%	–
QFIN	New	QIFU TECHNOLOGY INCamerican dep	$50,279,754	–	2,909,708	+100.0%	15.18%	–
BILI	New	BILIBILI INCspons ads rep z	$29,929,450	–	1,982,745	+100.0%	9.03%	–
DASH	New	DOORDASH INCcl a	$29,262,288	–	382,914	+100.0%	8.83%	–
SE	New	SEA LTDsponsord ads	$11,435,447	–	197,027	+100.0%	3.45%	–
SY	New	SO YOUNG INTERNATIONAL INCsponsored ads	$944,328	–	513,222	+100.0%	0.28%	–
	New	ATOUR LIFESTYLE HOLDINGS LTDsponsored ads	$422,240	–	26,000	+100.0%	0.13%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2023-08-17

Signatures

The EDGAR filing(s) were signed by:

HUANG XIANG — Director

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
PDD HOLDINGS INC	2	Q3 2023	43.3%
QIFU TECHNOLOGY INC	2	Q3 2023	15.2%
VIPSHOP HOLDINGS LIMITED	2	Q3 2023	19.8%
SEA LTD	2	Q3 2023	14.9%
BILIBILI INC	2	Q3 2023	9.0%
DOORDASH INC	2	Q3 2023	8.8%
SO YOUNG INTERNATIONAL INC	2	Q3 2023	0.3%
ATOUR LIFESTYLE HOLDINGS LTD	2	Q3 2023	0.1%
ZTO EXPRESS CAYMAN INC	1	Q3 2023	7.8%
SHARKNINJA INC	1	Q3 2023	7.4%

View First Beijing Investment Ltd's complete holdings history.

Latest filings

Type	Filed
13F-HR	2024-05-15
13F-HR	2024-02-13
13F-HR	2023-11-14
13F-HR	2023-08-17

View First Beijing Investment Ltd's complete filings history.

All filings

View complete filings history.

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