First Beijing Investment Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
First Beijing Investment Ltd disclosed 13 US equity positions worth $1.4bn in its Q3 2024 13F filing. The largest position was PDD at 35.2% of the reported book, followed by SE and ATAT.
What did First Beijing Investment Ltd own in Q3 2024? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 35.2% | $479.2m | 3,554,719 | – | |
| 2 | SE SEA LTD | Consumer Cyclical | 17.6% | $239.2m | 2,537,398 | – | |
| 3 | ATAT ATOUR LIFESTYLE HOLDINGS LTD | Consumer Cyclical | 10.7% | $146.3m | 5,639,562 | – | |
| 4 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 9.1% | $123.8m | 13,740,729 | – | |
| 5 | VIPS VIPSHOP HLDGS LTD | Consumer Cyclical | 8.8% | $120.2m | 7,640,288 | – | |
| 6 | BILI BILIBILI INC | Communication Services | 6.5% | $88.7m | 3,793,582 | – | |
| 7 | RLX RLX TECHNOLOGY INC | Consumer Defensive | 3.8% | $51.5m | 28,440,248 | – | |
| 8 | LI LI AUTO INC | Consumer Cyclical | 2.4% | $32.2m | 1,254,400 | – | |
| 9 | MOMO HELLO GROUP INC | Communication Services | 2.3% | $30.8m | 4,043,817 | – | |
| 10 | DASH DOORDASH INC | Consumer Cyclical | 1.9% | $25.5m | 178,869 | – | |
| 11 | QFIN QIFU TECHNOLOGY INC | Financial Services | 1.7% | $22.8m | 763,509 | – | |
| 12 | NOAH NOAH HLDGS LTD | 0.1% | $1.5m | 124,149 | – | ||
| 13 | ZKN ZEEKR INTELLIGENT TECHNOLOGY | 0.0% | $289.4k | 12,982 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.