Managers / Q3 2025 · view latest →
First Beijing Investment Ltd
CIK 0001701717 · 16TH FLOOR, ON BUILDING, 162 QUEENS ROAD, CENTRAL, HONG KONG, 999077 · 852 46314908
Reported Value
$2.6B
Q3 2025
Positions
8
Filings on Record
13
2019–present window
Filed
Nov 14, 2025
original filing
Summary
First Beijing Investment Ltd reported $2.6B in U.S.-listed holdings across 8 positions for Q3 2025.
The portfolio is heavily concentrated: YMM alone accounts for 34.4% of reported value.
Compared with Q2 2025, the fund opened 0 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ADR · 99.7% · $2.6B
- Common Stock · 0.3% · $8M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.3B | 12 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.5B | 8 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.6B | 8 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.8B | 9 | Aug 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.5B | 8 | May 19, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.4B | 12 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.4B | 13 | Oct 31, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2024 | $924M | 9 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $519M | 7 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $604M | 26 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $519M | 11 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $331M | 8 | Aug 17, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.