First Beijing Investment Ltd

Q2 2026 13F-HR Holdings

Location
Hong Kong, K3
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$2,443,834
Net value change ($000)
+125,267 (5.4%)
New positions
1
Sold out positions
2
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SE 280,638 1621.8%
FUTU 129,277 NEW
KSPI 4,616 14.3%
BZUN 163 15.3%
ZH 160 10.2%
Top Reduces (Value $000, Stocks/ETFs)
PDD -117,372 -14.1%
EDU -108,424 -21.3%
LEGN -41,541 -100.0%
RLX -18,624 -14.1%
YMM -1,665 -0.2%
DDL -973 -44.8%
NOAH -960 -71.3%
API -27 -100.0%
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