First Beijing Investment LTD Portfolio Holdings by Sector

First Beijing Investment LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical PDD SE VIPS 3 stocks	$870 Million 69.71% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Application \| Technology YMM 1 stocks	$124 Million 9.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services BILI 1 stocks	$88.7 Million 7.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services MOMO DASH 2 stocks	$56.3 Million 4.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive RLX 1 stocks	$52.5 Million 4.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical LI 1 stocks	$32.2 Million 2.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services QFIN 1 stocks	$22.8 Million 1.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NOAH 1 stocks	$1.53 Million 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

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