Fund HoldingsFirst Beijing Investment Ltd

Total Portfolio Value
$604.44M
Total Bought
$49.27M
Total Sold
$86.48M
Net Transaction
-$37.21M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SEA LTD(SE)1,761,0683,122,680+1,361,61277,399126,46920.92%+49,070
PDD HOLDINGS INC(PDD)2,221,9471,819,393-402,554217,906266,19544.04%+48,289
DOORDASH INC(DASH)382,914382,914030,43037,8666.26%+7,436
RLX TECHNOLOGY INC(RLX)13,233,48213,172,700-60,78219,98326,3454.36%+6,363
SHARKNINJA INC(SN)831,317794,519-36,79838,54040,6566.73%+2,116
QIFU TECHNOLOGY INC(QFIN)3,057,4903,057,490046,96348,3698.00%+1,406
SUPER MICRO COMPUTER INC(SMCI)042+420120.00%+12
ROBINHOOD MKTS INC(HOOD)0930+9300120.00%+12
UNITY SOFTWARE INC(U)0289+2890120.00%+12
YPF SOCIEDAD ANONIMA(YPF)0686+6860120.00%+12
DICKS SPORTING GOODS INC(DKS)080+800120.00%+12
NIO INC(NIO)01,296+1,2960120.00%+12
SOFI TECHNOLOGIES INC(SOFI)01,181+1,1810120.00%+12
KINROSS GOLD CORP(KGC)01,941+1,9410120.00%+12
TOAST INC(TOST)0642+6420120.00%+12
CAESARS ENTERTAINMENT INC NE(CZR)0250+2500120.00%+12
SENTINELONE INC(S)0427+4270120.00%+12
UIPATH INC(PATH)0471+4710120.00%+12
GAMESTOP CORP NEW(GME)0667+6670120.00%+12
DUTCH BROS INC(BROS)0369+3690120.00%+12
BILL HOLDINGS INC0143+1430120.00%+12
COINBASE GLOBAL INC(COIN)067+670120.00%+12
GITLAB INC(GTLB)0185+1850120.00%+12
ATOUR LIFESTYLE HOLDINGS LTD(ATAT)26,00026,00004904510.07%-39
SO YOUNG INTERNATIONAL INC513,2220-513,2225390-539
BILIBILI INC2,230,0622,122,562-107,50030,70825,8324.27%-4,876
ZTO EXPRESS CAYMAN INC(ZTO)1,685,6771,506,424-179,25340,74332,0575.30%-8,686
VIPSHOP HOLDINGS LIMITED(VIPS)975,2810-975,28115,6140-15,614
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