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First Beijing Investment Ltd
First Beijing Investment Ltd is an institution, managing $2.6B across 8 long positions as of Q3 2025 with 100% Unknown concentration, with only 8 positions, and 34% allocation to YMM.
- Portfolio Value
- $2.6B
- Positions
- 8
- Top Holding
- YMM at 34.38%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in First Beijing Investment Ltd's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $890.3M | 34.38% | +$378.1M Bought | — 68.6M shares | |
Unknown Unknown | $815.3M | 31.48% | +$78.1M Bought | — 6.2M shares | |
Unknown Unknown | $496.0M | 19.15% | +$118.4M Bought | — 9.3M shares | |
Unknown Unknown | $213.1M | 8.23% | -$6.8M Sold | — 5.7M shares | |
Unknown Unknown | $165.3M | 6.38% | — | — 62.9M shares | |
Semiconductors Technology | $7.8M | 0.30% | — | 3.75% 1.7M shares | |
Unknown Unknown | $2.0M | 0.08% | — | — 175.3K shares | |
Unknown Unknown | $37.8K | 0.00% | — | — 9.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in First Beijing Investment Ltd's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+73.81% | |
+31.36% | |
+10.59% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-3.1% |
Analytics
Portfolio insights and performance metrics for First Beijing Investment Ltd
GthenA