First Beijing Investment LTD Portfolio Holdings by Sector
First Beijing Investment LTD
- $1.79 Trillion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
PDD 1 stocks |
$584 Million
36.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
YMM API 2 stocks |
$466 Million
29.55% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
EDU 1 stocks |
$384 Million
24.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
RLX 1 stocks |
$139 Million
8.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AXTI 1 stocks |
$3.62 Million
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
NOAH 1 stocks |
$2.09 Million
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|