2026 Q2 Portfolio Activity
In 2026 Q2, First Beijing Investment Ltd maintained a portfolio of 13 distinct positions. The most significant new addition was FUTU HLDGS LTD, now representing 5.29% of the total fund value. They heavily accumulated shares in SEA LTD, increasing the position by 1387.9%. Conversely, First Beijing Investment Ltd completely exited their position in LEGEND BIOTECH CORP.
Position History
hover any row below to update
Loading…
Total Positions
13
Quarter
2026 Q2
Top Holding
YMM (30.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-13 of 13
First Beijing Investment Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
YMM
FULL TRUCK ALLI...
|
Technology | 30.50% | 32.22% |
#1
1
Prev: #2
|
6.5 |
—
|
1,789,980 | 2.0% |
P
S
|
91,790,875 | $745,341,905 |
$10.66
-17.3%
|
2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | ||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 29.27% | 35.91% |
#2
1
Prev: #1
|
7.5 |
—
|
1,228,254 | 15.1% |
P
S
|
9,377,416 | $715,309,292 |
$100.92
-14.0%
|
2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | ||
|
EDU
NEW ORIENTAL ED...
|
Consumer Defensive | 16.41% | 21.97% |
#3
Prev: #3
|
5.5 |
—
|
-261,279 | -2.9% |
P
S
|
8,733,979 | $400,976,976 |
$50.35
nan%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | ||
|
SE
SEA LTD
|
Consumer Cyclical | 12.19% | 0.75% |
#4
3
Prev: #7
|
7.5 |
—
|
2,900,104 | 1387.9% |
P
S
|
3,109,067 | $297,941,891 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FUTU
FUTU HLDGS LTD
|
Financial Services | 5.29% | — |
#5
Prev: #—
|
6.1 |
—
|
1,379,102 | — |
NEW
|
1,379,102 | $129,277,021 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
RLX
RLX TECHNOLOGY ...
|
Consumer Defensive | 4.65% | 5.71% |
#6
2
Prev: #4
|
2.4 |
—
|
-307,832 | -0.5% |
P
S
|
59,821,839 | $113,661,494 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
KSPI
KASPI KZ JSC
|
Technology | 1.51% | 1.39% |
#7
1
Prev: #6
|
1.1 |
—
|
-9,737 | -2.2% |
P
S
|
424,613 | $36,788,470 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ZH
ZHIHU INC
|
Communication Services | 0.07% | 0.07% |
#8
1
Prev: #9
|
1.0 |
—
|
no change | no change |
P
S
|
551,048 | $1,724,780 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BZUN
BAOZUN INC
|
Consumer Cyclical | 0.05% | 0.05% |
#9
2
Prev: #11
|
0.5 |
—
|
-11,500 | -2.6% |
P
S
|
432,828 | $1,224,903 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DDL
DINGDONG CAYMAN...
|
Consumer Defensive | 0.05% | 0.09% |
#10
2
Prev: #8
|
0.0 |
—
|
-223,520 | -26.4% |
P
S
|
622,432 | $1,201,294 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NOAH
NOAH HLDGS LTD
|
Financial Services | 0.02% | 0.06% |
#11
1
Prev: #10
|
0.0 |
—
|
-97,393 | -71.6% |
P
S
|
38,595 | $385,564 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
API
AGORA INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-7,700 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
LEGN
LEGEND BIOTECH ...
|
Healthcare | 0.00% | 1.79% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-2,296,335 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-13 of 13 holdings