13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001701717
Total reported value
$2.4B
$2.4B
12 檔
92.6%
According to the latest 13F quarterly dataset, First Beijing Investment Ltd managed an equity portfolio of $2.4B at the end of Q1 2026, spanning 12 distinct U.S. exchange-listed positions.
In Q1 2026, First Beijing Investment Ltd displayed an active expansion posture, initiating 5 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 35.91% | -6.64% | +20.14% | |
| 2 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 32.22% | -1.72% | +17.47% | |
| 3 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 21.97% | -5.56% | -10.99% | |
| 4 | RLX | Rlx Technology Inc-adr | Stock-Other | 5.71% | -1.06% | -4.35% | |
| 5 | LEGN | Legend Biotech Corp-adr | Stock-Other | 1.79% | -1.79% | EXIT | |
| 6 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 1.39% | +0.12% | +286.47% | |
| 7 | SE | Sea Ltd-adr | Stock-Comm Services | 0.75% | +11.44% | — | |
| 8 | DDL | Dingdong Cayman LTD -spn Adr | Stock-Other | 0.09% | -0.04% | — | |
| 9 | ZH | Zhihu Inc - Adr | Stock-Other | 0.07% | — | — | |
| 10 | NOAH | Noah Holdings Ltd-spon Ads | Stock-Other | 0.06% | -0.04% | -65.36% | |
| 11 | BZUN | Baozun Inc-spn Adr | Stock-Other | 0.05% | — | — | |
| 12 | API | Agora Inc-adr | Stock-Other | — | — | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | +5.6% | +20.14% | Add |
| 2 | KSPI | Jsc Kaspi.kz Adr | +1% | +286.47% | Add |
| 3 | EDU | New Oriental Educatio-sp Adr | 0% | -10.99% | Trim |
| 4 | API | Agora Inc-adr | — | -22.22% | Trim |
| 5 | RLX | Rlx Technology Inc-adr | -0.1% | -4.35% | Trim |
| 6 | NOAH | Noah Holdings Ltd-spon Ads | -0.1% | -65.36% | Trim |
| 7 | YMM | Full Truck Alliance -spn Adr | -0.2% | +17.47% | Add |
| 8 | ATAT | Atour Lifestyle Holdings-adr | — | EXIT | Sold out |
| 9 | LEGN | Legend Biotech Corp-adr | — | NEW | New buy |
| 10 | SE | Sea Ltd-adr | — | NEW | New buy |
| 11 | DDL | Dingdong Cayman LTD -spn Adr | — | NEW | New buy |
| 12 | ZH | Zhihu Inc - Adr | — | NEW | New buy |
| 13 | BZUN | Baozun Inc-spn Adr | — | NEW | New buy |
According to official SEC Form 13F filings, First Beijing Investment Ltd reported a total U.S. public equity portfolio value of $2.4B across 12 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PDD, YMM, EDU) accounted for 92.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
LEGN
市值: $41.5M
Top Position Liquidated / Trimmed
ATAT
前期市值: $229.0M
During Q1 2026, First Beijing Investment Ltd's top holdings by market value included PDD (35.9%)、YMM (32.2%)、EDU (22.0%). The largest single position, PDD, represented 35.9% of total portfolio value.
In Q1 2026, First Beijing Investment Ltd made 13 total portfolio adjustments, initiating 5 new buys, adding to 3 positions, trimming 4 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.