First Beijing Investment Ltd

Q1 2026 13F-HR Holdings

Location
Hong Kong, K3
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
12
Total value ($000)
$2,318,567
Net value change ($000)
-216,973 (-8.6%)
New positions
5
Sold out positions
1
Turnover %
12.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
PDD 63,562 8.3%
LEGN 41,541 NEW
KSPI 23,391 266.4%
SE 17,304 NEW
DDL 2,174 NEW
ZH 1,565 NEW
BZUN 1,062 NEW
Top Reduces (Value $000, Stocks/ETFs)
ATAT -228,957 -100.0%
YMM -75,089 -9.1%
EDU -46,730 -8.4%
RLX -14,189 -9.7%
NOAH -2,595 -65.8%
API -13 -32.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type