First Beijing Investment Ltd holds a concentrated book of 11 stocks worth $2.4B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Futu Holdings Ltd-ADR and trimmed New Oriental Educatio-SP ADR. Their largest long position is Full Truck Alliance -SPN ADR at 30% of the equity book.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as First Beijing Investment Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Capital Today Evergreen Fund, L.P. | 2 / 11 | $128.6M |
| HSG Holding Ltd | 3 / 11 | $954.5M |
| Brilliance Asset Management Ltd | 3 / 11 | $205.5M |
| Kora Management LP | 3 / 11 | $363.1M |
| Yiheng Capital Management, L.P. | 3 / 11 | $92.1M |
| HHLR Advisors, LTD. | 3 / 11 | $620.6M |
| Greenwoods Asset Management Hong Kong Ltd. | 4 / 11 | $808.7M |
| Olp Capital Management Ltd | 2 / 11 | $112.3M |
Ranked by the share of each fund's own book sitting in the names it shares with First Beijing Investment Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Full Truck Alliance Co Ltd SPONSORED ADS | $745.3M | 91.79M | 30.5% | ▲+2.0% Added · +1.8M sh | |
| 2 | PDD Holdings Inc SPONSORED ADS | $715.3M | 9.38M | 29.3% | ▲+15% Added · +1.2M sh | |
| 3 | New Oriental Ed & Technology SPON ADR | $401.0M | 8.73M | 16.4% | ▼−2.9% Reduced · −261K sh | |
| 4 | Sea Ltd SPONSORD ADS | $297.9M | 3.11M | 12.2% | ▲15× Added · +2.9M sh | |
| 5 | Futu Hldgs Ltd SPON ADS CL A | $129.3M | 1.38M | 5.3% | ▲New New position | |
| 6 | RLX Technology Inc SPONSORED ADS | $113.7M | 59.82M | 4.7% | ▼−0.5% Reduced · −308K sh | |
| 7 | Kaspi KZ JSC SPONSORED ADS | $36.8M | 424.6K | 1.5% | ▼−2.2% Reduced · −10K sh | |
| 8 | Zhihu Inc SPONSORED ADS | $1.7M | 551.0K | 0.1% | —Held | |
| 9 | Baozun Inc SPONSORED ADR | $1.2M | 432.8K | 0.1% | ▼−2.6% Reduced · −12K sh | |
| 10 | Dingdong Cayman Ltd ADS | $1.2M | 622.4K | 0.0% | ▼−26% Reduced · −224K sh | |
| 11 | Noah Hldgs Ltd SPON ADS | $386K | 38.6K | 0.0% | ▼−72% Reduced · −97K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 11 | $2.4B | 13F-HR |
| 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, filed up to 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.