$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 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | Buy | PDD HOLDINGS INCamerican dep | $217,906,342 | +51.9% | 2,221,947 | +7.1% | 41.96% | -3.1% |
| SE | Buy | SEA LTDsponsord ads | $77,398,939 | +576.8% | 1,761,068 | +793.8% | 14.90% | +331.7% |
| QFIN | Buy | QIFU TECHNOLOGY INCamerican dep | $46,963,046 | -6.6% | 3,057,490 | +5.1% | 9.04% | -40.4% |
| ZTO | New | ZTO EXPRESS CAYMAN INCsponsored ads a | $40,742,813 | – | 1,685,677 | +100.0% | 7.84% | – |
| New | SHARKNINJA INC | $38,539,856 | – | 831,317 | +100.0% | 7.42% | – | |
| BILI | Buy | BILIBILI INCspons ads rep z | $30,707,954 | +2.6% | 2,230,062 | +12.5% | 5.91% | -34.5% |
| RLX | New | RLX TECHNOLOGY INCsponsored ads | $19,982,558 | – | 13,233,482 | +100.0% | 3.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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 | 2024-02-13 |
| 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.