First Beijing Investment Ltd
An institutional investment manager in HONG KONG. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 12, 2026. SEC CIK 1701717.
- Reported value$2.44bn
- Positions11
Holdings: 11 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Full Truck Alliance Co LtdYMM | SPONSORED ADS | 35969L108 | 745 | 30.5% | 91,790,875 | Added+1,789,980 | |
| PDD Holdings IncPDD | SPONSORED ADS | 722304102 | 715 | 29.3% | 9,377,416 | Added+1,228,254 | |
| New Oriental Ed & TechnologyEDU | SPON ADR | 647581206 | 401 | 16.4% | 8,733,979 | Reduced−261,279 | |
| Sea LtdSE | SPONSORD ADS | 81141R100 | 298 | 12.2% | 3,109,067 | Added+2,900,104 | |
| Futu Holdings LtdFUTU | SPON ADS CL A | 36118L106 | 129 | 5.3% | 1,379,102 | New+1,379,102 | |
| RLX Technology IncRLX | SPONSORED ADS | 74969N103 | 114 | 4.7% | 59,821,839 | Reduced−307,832 | |
| Kaspi KZ JSCKSPI | SPONSORED ADS | 48581R205 | 36.8 | 1.5% | 424,613 | Reduced−9,737 | |
| Zhihu IncZH | SPONSORED ADS | 98955N207 | 1.7 | <0.1% | 551,048 | Unchanged | |
| Baozun IncBZUN | SPONSORED ADR | 06684L103 | 1.2 | <0.1% | 432,828 | Reduced−11,500 | |
| Dingdong Cayman LtdDDL | ADS | 25445D101 | 1.2 | <0.1% | 622,432 | Reduced−223,520 | |
| Noah Holdings LtdNOAH | SPON ADS | 65487X102 | 0.4 | <0.1% | 38,595 | Reduced−97,393 |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Agora IncAPI | ADS | 00851L103 | 0.0 | 0.0% | 0 | Sold out−7,700 | |
| Legend Biotech CorpLEGN | SPONSORED ADS | 52490G102 | 0.0 | 0.0% | 0 | Sold out−2,296,335 |
Source: SEC EDGAR, Form 13F-HR, accession 0001701717-26-000011 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.