First Beijing Investment Ltd holds a concentrated book of 12 stocks worth $2.3B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened Legend Biotech Corp-ADR and trimmed New Oriental Educatio-SP ADR. Their largest long position is PDD Holdings Inc at 36% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1701717/holdings"
Use Arkolith to show First Beijing Investment Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | PDD Holdings Inc SPONSORED ADS | $832.7M | 8.15M | 35.9% | ▲+20% Added · +1.4M sh | |
| 2 | Full Truck Alliance Co Ltd SPONSORED ADS | $747.0M | 90.00M | 32.2% | ▲+17% Added · +13.4M sh | |
| 3 | New Oriental Ed & Technology SPON ADR | $509.4M | 9.00M | 22.0% | ▼−11% Reduced · −1.1M sh | |
| 4 | RLX Technology Inc SPONSORED ADS | $132.3M | 60.13M | 5.7% | ▼−4.3% Reduced · −2.7M sh | |
| 5 | Legend Biotech Corp SPONSORED ADS | $41.5M | 2.30M | 1.8% | ▲New New position | |
| 6 | Kaspi KZ JSC SPONSORED ADS | $32.2M | 434.4K | 1.4% | ▲+286% Added · +322K sh | |
| 7 | Sea Ltd SPONSORD ADS | $17.3M | 209.0K | 0.7% | ▲New New position | |
| 8 | Dingdong Cayman Ltd ADS | $2.2M | 846.0K | 0.1% | ▲New New position | |
| 9 | Zhihu Inc SPONSORED ADS | $1.6M | 551.0K | 0.1% | ▲New New position | |
| 10 | Noah Hldgs Ltd SPON ADS | $1.3M | 136.0K | 0.1% | ▼−65% Reduced · −257K sh | |
| 11 | Baozun Inc SPONSORED ADR | $1.1M | 444.3K | 0.0% | ▲New New position | |
| 12 | Agora Inc ADS | $27K | 7.7K | 0.0% | ▼−22% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 12 | $2.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 8 | $2.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 8 | $2.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 9 | $1.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 19, 2025 | 8 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 12 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 13 | $1.4B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 9 | $924.3M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 7 | $519.5M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 26 | $604.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 11 | $519.3M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 17, 2023 | 8 | $331.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.