account_balance
Investment manager · 13F filer · SEC CIK 1701717
First Beijing Investment Ltd
Reported value$2.44Bas of Jun 30, 2026
Positions11 1 new, 2 sold out
Top 10 weight100.0%YMM alone is 30%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
YMMFull Truck Alliance Co Ltd
30.5%
PDDPDD Holdings Inc
29.3%Added +15%
EDUNew Oriental Ed & Technology
16.4%Trimmed −3%
SESea Ltd
12.2%Added +1388%
FUTUFutu Hldgs Ltd
5.3%New
RLXRLX Technology Inc
4.7%
KSPI1.5%YMMFull Truck Alliance Co Ltd
30.5%
PDDPDD Holdings Inc
29.3%Added +15%
EDUNew Oriental Ed & Technology
16.4%Trimmed −3%
SE12.2%FUTU5.3%RLX4.7%KSPIBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
YMM Full Truck Alliance Co Ltd 30.5% HeldPDD PDD Holdings Inc 29.3% Added +15%EDU New Oriental Ed & Technology 16.4% Trimmed −3%SE Sea Ltd 12.2% Added +1388%FUTU Futu Hldgs Ltd 5.3% NewRLX RLX Technology Inc 4.7% HeldKSPI Kaspi Kz JSC 1.5% Trimmed −2%ZH Zhihu Inc 0.1% HeldBZUN Baozun Inc 0.1% Trimmed −3%DDL Dingdong Cayman Ltd 0.0% Trimmed −26%NOAH Noah Hldgs Ltd 0.0% Trimmed −72%
What changed