First Beijing Investment Ltd — Q4 2023 13F 持股

Name: First Beijing Investment Ltd — 13F Holdings, Q4 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001701717

申报总市值

US$23.2亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	PDD	Pdd Holdings INC	股票-周期性消费	44.04%	+5.58%	-18.12%
2	SE	Sea Ltd-adr	股票-通信服务	20.92%	+0.75%	NEW
3	QFIN	Qfin Holdings Inc-adr	股票-其他	8.00%	—	—
4	SN	SharkNinja, Inc.	股票-周期性消费	6.73%	—	-4.43%
5	DASH	Doordash INC - A	股票-周期性消费	6.26%	—	—
6	ZTO	Zto Express Cayman Inc-adr	股票-其他	5.30%	—	-10.63%
7	RLX	Rlx Technology Inc-adr	股票-其他	4.36%	-0.07%	-0.46%
8	BILI	Bilibili Inc-sponsored Adr	股票-其他	4.27%	—	-4.82%
9	ATAT	Atour Lifestyle Holdings-adr	股票-其他	0.07%	-9.03%	EXIT
10	SMCIUSD	Super Micro Computer INC	股票-其他	—	—	—
11	HOOD	Robinhood Markets INC - A	股票-金融	—	—	—
12	U	Unity Software INC	股票-科技	—	—	—
13	YPF	Ypf S.a.-sponsored Adr	股票-其他	—	—	—
14	DKS	Dick's Sporting Goods INC	股票-周期性消费	—	—	—
15	NIO	Nio INC - Adr	股票-周期性消费	—	—	—
16	SOFI	Sofi Technologies INC	股票-金融	—	—	—
17	KGC	Kinross Gold CORP	股票-原材料	—	—	—
18	TOST	Toast Inc-class A	股票-科技	—	—	—
19	CZR	Caesars Entertainment INC	股票-周期性消费	—	—	—
20	S	Sentinelone INC -class A	股票-科技	—	—	—
21	PATH	Uipath INC - Class A	股票-科技	—	—	—
22	GME	Gamestop Corp-class A	股票-周期性消费	—	—	—
23	BROS	Dutch Bros Inc-class A	股票-周期性消费	—	—	—
24	BILL	Bill Holdings INC	股票-科技	—	—	—
25	COIN	Coinbase Global INC -class A	股票-金融	—	—	—
26	GTLB	Gitlab Inc-cl A	股票-科技	—	—	—