FBIL

First Beijing Investment Ltd Portfolio holdings

AUM $1.79B
1-Year Est. Return 29.73%
This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$115M
3
+$89.5M
4
RLX icon
RLX Technology
RLX
+$48.2M
5
ATAT icon
Atour Lifestyle Holdings
ATAT
+$26.5M

Top Sells

1
+$125M

Sector Composition

1 Consumer Discretionary 43.31%
2 Consumer Staples 29.26%
3 Technology 26.31%
4 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDD icon
1
Pinduoduo
PDD
$196B
$584M 32.67%
5,577,852
+1,720,629
YMM icon
2
Full Truck Alliance
YMM
$13.7B
$466M 26.1%
39,494,654
+9,757,852
EDU icon
3
New Oriental
EDU
$9.32B
$384M 21.48%
7,115,332
+1,658,954
ATAT icon
4
Atour Lifestyle Holdings
ATAT
$5.22B
$190M 10.64%
5,849,962
+813,607
RLX icon
5
RLX Technology
RLX
$2.95B
$139M 7.77%
62,864,424
+21,828,379
LU icon
6
Lufax Holding
LU
$2.58B
$18M 1.01%
6,464,988
+2,072,363
AXTI icon
7
AXT Inc
AXTI
$304M
$3.62M 0.2%
+1,730,156
NOAH
8
Noah Holdings
NOAH
$766M
$2.09M 0.12%
175,328
+11,885
API
9
Agora
API
$318M
$37.7K ﹤0.01%
+9,900
SE icon
10
Sea Limited
SE
$94.6B
– –
-957,702