FB

First Beijing Investment Ltd

13F
First Beijing Investment Ltd
Last update 2025-05-19 8 Stocks (1 new)
Value $1.46 Bil Turnover 21 %
Countries:
Top Holdings: PDD(31.34%)YMM(26.07%)EDU(17.91%)ATAT(9.80%)SE(8.58%)
Summary Stock Picks Current Portfolio
First Beijing Investment Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PDD 		PDD Holdings Inc
3,857,223
456,502.3
+2.43%
31.340
+0.74%
0.270
-11.53%
+19.81%
164,963.3
Retail - Cyclical
YMM 		Full Truck Alliance Co Ltd
29,736,802
379,739.0
-4.82%
26.070
-1.16%
2.840
-2.41%
+11.03%
12,456.5
Software
EDU 		New Oriental Education & Technology Group Inc
5,456,378
260,869.4
+1,997.82%
17.910
+17.06%
3.340
-9.25%
-25.97%
7,854.2
Education
ATAT 		Atour Lifestyle Holdings Ltd
5,036,355
142,780.7
-7.28%
9.800
-0.76%
3.640
-3.45%
+12.24%
4,170.6
Travel & Leisure
SE 		Sea Ltd
957,702
124,970.5
-62.55%
8.580
-12.05%
0.160
+27.93%
+53.87%
96,653.2
Retail - Cyclical
RLX 		RLX Technology Inc
41,036,045
77,147.8
+75.56%
5.300
+2.28%
3.370
-17.70%
-7.41%
2,436.9
Tobacco Products
LU 		Lufax Holding Ltd
4,392,625
13,046.1
New Holding
0.900
+0.90%
0.510
-5.16%
+23.01%
2,548.1
Credit Services
NOAH 		Noah Holdings Ltd
163,443
1,544.5
+19.53%
0.110
+0.02%
0.250
-19.37%
-18.62%
630.6
Asset Management
MOMO 		Hello Group Inc
0
0
Sold Out
0.000
-1.51%
0.000
-20.86%
-16.34%
980.1
Interactive Media
VIPS 		Vipshop Holdings Ltd
0
0
Sold Out
0.000
-9.41%
0.000
+1.75%
+11.27%
7,434.9
Retail - Cyclical

First Beijing Investment Ltd's Historical Top Holdings Breakdowns

First Beijing Investment Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EDU 		New Oriental Education & Technology Group Inc2025-03-31Add
+17.06%
●
45.78 ($51.4) 63.77
$47.51
-7.57%
Add 1997.82%
5,456,378
5,196,281
SE 		Sea Ltd2025-03-31Reduce
-12.05%
●
104.87 ($124.01) 146.31
$163.26
31.65%
Reduce -62.55%
957,702
-1,599,696
VIPS 		Vipshop Holdings Ltd2025-03-31Sold Out
-9.41%
●
12.68 ($15.11) 17.71
$14.44
-4.43%
Sold Out
0
-9,837,776
RLX 		RLX Technology Inc2025-03-31Add
+2.28%
●
1.88 ($2.22) 2.49
$2.00
-9.91%
Add 75.56%
41,036,045
17,661,160
BILI 		Bilibili Inc2025-03-31Sold Out
-2.17%
●
15.97 ($19.21) 24.1
$18.22
-5.15%
Sold Out
0
-1,690,360
LI 		Li Auto Inc2025-03-31Sold Out
-2.14%
●
21.72 ($25.75) 32.92
$29.12
13.09%
Sold Out
0
-1,254,400
MOMO 		Hello Group Inc2025-03-31Sold Out
-1.51%
●
6.31 ($7.22) 8.15
$6.10
-15.51%
Sold Out
0
-2,750,093
YMM 		Full Truck Alliance Co Ltd2025-03-31Reduce
-1.16%
●
10.41 ($12.05) 13.69
$11.91
-1.16%
Reduce -4.82%
29,736,802
-1,504,746
LU 		Lufax Holding Ltd2025-03-31New Buy
+0.90%
●
2.26 ($2.77) 3.24
$2.94
6.14%
New holding
4,392,625
4,392,625
ATAT 		Atour Lifestyle Holdings Ltd2025-03-31Reduce
-0.76%
●
24.99 ($28.55) 32.17
$30.18
5.71%
Reduce -7.28%
5,036,355
-395,551

First Beijing Investment Ltd Total Holding History ($B)

To

First Beijing Investment Ltd's Asset Allocation

To

First Beijing Investment Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

First Beijing Investment Ltd's Hypothetical Growth since 2025-03-31

First Beijing Investment Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

First Beijing Investment Ltd's Holdings Heat Map

Size field:

First Beijing Investment Ltd's Holdings Bubble Chart

First Beijing Investment Ltd News

  • 1

Discussions on First Beijing Investment Ltd

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.