First Beijing Investment Ltd
HONG KONG K3 · SEC CIK 0001701717
$23.19亿2026Q1 申报市值
12持仓数
100.0%前十大占比 · 第一大 35.9%
5 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PDD 加仓+$1.40亿
YMM 加仓+$1.11亿
LEGN 新建仓+$4,154.07万
KSPI 加仓+$2,384.77万
SE 新建仓+$1,730.42万
2026Q1 卖出最多 按季末市值估算
ATAT 清仓-$2.29亿
EDU 减仓-$6,289.93万
RLX 减仓-$601.65万
NOAH 减仓-$253.97万
AGORA INC 减仓-$7,788
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ATAT | ATOUR LIFESTYLE HOLDINGS LTD | $0 | 0.00% | 0 | -5,811,104 | -100.0% | -$2.29亿 | 清仓 |
| — | AGORA INC | $2.73万 | 0.00% | 7,700 | -2,200 | -22.2% | -$7,788 | 减仓 |
| — | BAOZUN INC | $106.19万 | 0.05% | 444,328 | 444,328 | — | $106.19万 | 新建仓 |
| NOAH | NOAH HLDGS LTD | $134.63万 | 0.06% | 135,988 | -256,539 | -65.4% | -$253.97万 | 减仓 |
| — | ZHIHU INC | $156.50万 | 0.07% | 551,048 | 551,048 | — | $156.50万 | 新建仓 |
| DDL | DINGDONG CAYMAN LTD | $217.41万 | 0.09% | 845,952 | 845,952 | — | $217.41万 | 新建仓 |
| SE | SEA LTD | $1,730.42万 | 0.75% | 208,963 | 208,963 | — | $1,730.42万 | 新建仓 |
| KSPI | KASPI KZ JSC | $3,217.23万 | 1.39% | 434,350 | 321,962 | 286.5% | $2,384.77万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $4,154.07万 | 1.79% | 2,296,335 | 2,296,335 | — | $4,154.07万 | 新建仓 |
| RLX | RLX TECHNOLOGY INC | $1.32亿 | 5.71% | 60,129,671 | -2,734,753 | -4.4% | -$601.65万 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $5.09亿 | 21.97% | 8,995,258 | -1,110,707 | -11.0% | -$6,289.93万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $7.47亿 | 32.22% | 90,000,895 | 13,384,327 | 17.5% | $1.11亿 | 加仓 |
| PDD | PDD HOLDINGS INC | $8.33亿 | 35.91% | 8,149,162 | 1,366,207 | 20.1% | $1.40亿 | 加仓 |