Arkolith/Funds/First Beijing Investment Ltd

First Beijing Investment Ltd

CIK: 1701717Q1 2026
Active Filer
Portfolio Value
$2.3B
Positions
13
New Buys
5
1 sold
Changes
3 ↑ / 4 ↓

Top HoldingsQ1 2026

13 total positions
#SecurityValueShares% PortChangeΔ Shares
1PDD HOLDINGS INC
SPONSORED ADS
$832.7M8.15M35.9%
ADDED
+1.37M
2FULL TRUCK ALLIANCE CO LTD
SPONSORED ADS
$747.0M90.00M32.2%
ADDED
+13.38M
3NEW ORIENTAL ED & TECHNOLOGY
SPON ADR
$509.4M9.00M22.0%
REDUCED
-1,110,707
4RLX TECHNOLOGY INC
SPONSORED ADS
$132.3M60.13M5.7%
REDUCED
-2,734,753
5LEGEND BIOTECH CORP
SPONSORED ADS
$41.5M2.30M1.8%
NEW
6KASPI KZ JSC
SPONSORED ADS
$32.2M434.4K1.4%
ADDED
+322.0K
7SEA LTD
SPONSORD ADS
$17.3M209.0K0.7%
NEW
8DINGDONG CAYMAN LTD
ADS
$2.2M846.0K0.1%
NEW
9ZHIHU INC
SPONSORED ADS
$1.6M551.0K0.1%
NEW
10NOAH HLDGS LTD
SPON ADS
$1.3M136.0K0.1%
REDUCED
-256,539
11BAOZUN INC
SPONSORED ADR
$1.1M444.3K0.0%
NEW
12AGORA INC
ADS
$27K7.7K0.0%
REDUCED
-2,200
13ATOUR LIFESTYLE HOLDINGS LTD
SPONSORED ADS
$000.0%
EXITED
-5,811,104

Filing History

Q1 202612 pos
$2.3B
Q4 20258 pos
$2.5B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 13, 2026