FBIL

First Beijing Investment Ltd Portfolio holdings

AUM $2.59B
1-Year Est. Return 23.62%
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.59B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$378M
2
+$118M
3
+$78.1M

Top Sells

1
+$18M
2
+$6.81M

Sector Composition

1 Consumer Discretionary 39.71%
2 Technology 34.68%
3 Consumer Staples 25.54%
4 Financials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YMM icon
1
Full Truck Alliance
YMM
$12.3B
$890M 34.38%
68,645,580
+29,150,926
PDD icon
2
Pinduoduo
PDD
$159B
$815M 31.48%
6,168,721
+590,869
EDU icon
3
New Oriental
EDU
$8.58B
$496M 19.15%
9,346,501
+2,231,169
ATAT icon
4
Atour Lifestyle Holdings
ATAT
$5.91B
$213M 8.23%
5,668,822
-181,140
RLX icon
5
RLX Technology
RLX
$2.88B
$165M 6.38%
62,864,424
AXTI icon
6
AXT Inc
AXTI
$690M
$7.77M 0.3%
1,730,156
NOAH
7
Noah Holdings
NOAH
$669M
$2.03M 0.08%
175,328
API
8
Agora
API
$352M
$37.8K ﹤0.01%
9,900
LU icon
9
Lufax Holding
LU
$2.31B
– –
-6,464,988