$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 - .
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
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
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.