First Beijing Investment Ltd - Q3 2023 holdings

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$519 Million is the total value of First Beijing Investment Ltd's 11 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 37.5% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
PDD BuyPDD HOLDINGS INCamerican dep$217,906,342
+51.9%
2,221,947
+7.1%
41.96%
-3.1%
SE BuySEA LTDsponsord ads$77,398,939
+576.8%
1,761,068
+793.8%
14.90%
+331.7%
QFIN BuyQIFU TECHNOLOGY INCamerican dep$46,963,046
-6.6%
3,057,490
+5.1%
9.04%
-40.4%
ZTO NewZTO EXPRESS CAYMAN INCsponsored ads a$40,742,813–1,685,677
+100.0%
7.84%–
NewSHARKNINJA INC$38,539,856–831,317
+100.0%
7.42%–
BILI BuyBILIBILI INCspons ads rep z$30,707,954
+2.6%
2,230,062
+12.5%
5.91%
-34.5%
DASH  DOORDASH INCcl a$30,430,176
+4.0%
382,9140.0%5.86%
-33.7%
RLX NewRLX TECHNOLOGY INCsponsored ads$19,982,558–13,233,482
+100.0%
3.85%–
VIPS SellVIPSHOP HOLDINGS LIMITEDsponsored ads a$15,614,249
-76.2%
975,281
-75.5%
3.01%
-84.8%
SY  SO YOUNG INTERNATIONAL INCsponsored ads$538,883
-42.9%
513,2220.0%0.10%
-63.5%
 ATOUR LIFESTYLE HOLDINGS LTDsponsored ads$490,100
+16.1%
26,0000.0%0.09%
-26.0%
Original filings

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

  • View 13F-HR filed 2023-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
PDD HOLDINGS INC2Q3 202343.3%
QIFU TECHNOLOGY INC2Q3 202315.2%
VIPSHOP HOLDINGS LIMITED2Q3 202319.8%
SEA LTD2Q3 202314.9%
BILIBILI INC2Q3 20239.0%
DOORDASH INC2Q3 20238.8%
SO YOUNG INTERNATIONAL INC2Q3 20230.3%
ATOUR LIFESTYLE HOLDINGS LTD2Q3 20230.1%
ZTO EXPRESS CAYMAN INC1Q3 20237.8%
SHARKNINJA INC1Q3 20237.4%

View First Beijing Investment Ltd's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-13
13F-HR2023-11-14
13F-HR2023-08-17

View First Beijing Investment Ltd's complete filings history.

All filings

View complete filings history.

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