First Beijing Investment Ltd
Top Portfolio Positions
12 positions ·
$17,258,715,891 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| YMM |
Full Truck Alliance Co. Ltd.
Technology
|
1,890,018,795 | $15,687,155,998 | 90.89% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
8,149,162 | $832,681,373 | 4.82% | |
| EDU |
New Oriental Education & Technology Group Inc.
Consumer Defensive
|
8,995,258 | $509,401,460 | 2.95% | |
| RLX |
RLX Technology Inc.
Consumer Defensive
|
60,129,671 | $132,285,276 | 0.77% | |
| LEGN |
Legend Biotech Corp
Healthcare
|
2,296,335 | $41,540,700 | 0.24% | |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
434,350 | $32,172,304 | 0.19% | |
| SE |
Sea Ltd
Consumer Cyclical
|
208,963 | $17,304,226 | 0.10% | |
| DDL |
Dingdong (Cayman) Ltd
Consumer Defensive
|
845,952 | $2,174,096 | 0.01% | |
| ZH |
Zhihu Inc.
Communication Services
|
551,048 | $1,564,976 | 0.01% | |
| NOAH |
Noah Holdings Ltd
Financial Services
|
135,988 | $1,346,281 | 0.01% |
Portfolio Trend
12 quarters · across all stocks
Holdings in YMM
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,940,148,570 | 1,800,017,900 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $747,007,428 | 90,000,895 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,441,915,492 | 1,532,331,360 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $822,095,774 | 76,616,568 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,806,663,452 | 1,372,911,600 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $890,333,172 | 68,645,580 | Shares | Sole | 2025-11-14 | |
| 2025-07-30 | $10,934,487,454 | 951,652,520 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $466,431,863 | 39,494,654 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $379,738,961 | 29,736,802 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $338,033,549 | 31,241,548 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $123,803,968 | 13,740,729 | Shares | Sole | 2024-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||