First Beijing Investment Ltd

Q3 2025 13F-HR Holdings

Location
Hong Kong, K3
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
8
Total value ($000)
$2,589,935
Net value change ($000)
+802,956 (44.9%)
New positions
0
Sold out positions
1
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/15/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
YMM 423,901 90.9%
PDD 231,542 39.7%
EDU 112,147 29.2%
RLX 26,403 19.0%
ATAT 22,909 12.0%
AXTI 4,152 114.8%
Top Reduces (Value $000, Stocks/ETFs)
LU -18,037 -100.0%
NOAH -61 -2.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type