First Beijing Investment Ltd

CIK 0001701717 · HONG KONG, null · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

First Beijing Investment Ltd reported 11 positions worth $2.44B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: YMM (30.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.44B
2026 Q2
Positions
11
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
2026 Q2
10 / 11 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1YMMFULL TRUCK ALLIANCE CO LTDSH$745.3M30.50%91,790,875
2PDDPDD HOLDINGS INCSH$715.3M29.27%9,377,416
3EDUNEW ORIENTAL ED & TECHNOLOGYSH$401.0M16.41%8,733,979
4SESEA LTDSH$297.9M12.19%3,109,067
5FUTUFUTU HLDGS LTDSH$129.3M5.29%1,379,102
6RLXRLX TECHNOLOGY INCSH$113.7M4.65%59,821,839
7KSPIKASPI KZ JSCSH$36.8M1.51%424,613
8ZHZHIHU INCSH$1.7M0.07%551,048
9BZUNBAOZUN INCSH$1.2M0.05%432,828
10DDLDINGDONG CAYMAN LTDSH$1.2M0.05%622,432

The free plan shows the top 10 positions. The remaining 1 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does First Beijing Investment Ltd hold as of Q2 2026?

First Beijing Investment Ltd reported 11 positions worth $2.44B in its Q2 2026 13F filing. Largest positions: YMM (30.5%), PDD (29.3%), EDU (16.4%), SE (12.2%) and FUTU (5.3%).

What did First Beijing Investment Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did First Beijing Investment Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.