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Disclosery

First Beijing Investment Ltd: YMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Beijing Investment Ltd on YMM, newest first. How the timeline and the estimate are built.

First Beijing Investment Ltd held 91,790,875 YMM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,790,875 shares
    Change vs previous 13F +1,789,980 shares

    30.5% of the 13F portfolio, value $745,341,905.

    13F-HR 0001701717-26-000011 filed by First Beijing Investment Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,000,895 shares
    Change vs previous 13F +13,384,327 shares

    32.22% of the 13F portfolio, value $747,007,429.

    13F-HR 0001701717-26-000010 filed by First Beijing Investment Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 76,616,568 shares
    Change vs previous 13F +7,970,988 shares

    32.42% of the 13F portfolio, value $822,095,775.

    13F-HR 0001701717-26-000005 filed by First Beijing Investment Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 68,645,580 shares
    Change vs previous 13F +29,150,926 shares

    34.38% of the 13F portfolio, value $890,333,173.

    13F-HR 0001701717-25-000020 filed by First Beijing Investment Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,494,654 shares
    Change vs previous 13F +9,757,852 shares

    26.1% of the 13F portfolio, value $466,431,864.

    13F-HR 0001701717-25-000014 filed by First Beijing Investment Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,736,802 shares
    Change vs previous 13F -1,504,746 shares

    26.07% of the 13F portfolio, value $379,738,962.

    13F-HR 0001701717-25-000011 filed by First Beijing Investment Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,241,548 shares
    Change vs previous 13F +17,500,819 shares

    24% of the 13F portfolio, value $338,033,549.

    13F-HR 0001701717-25-000002 filed by First Beijing Investment Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 13,740,729 shares
    Change vs previous 13F not available

    9.09% of the 13F portfolio, value $123,803,968.

    13F-HR/A 0001701717-24-000007 filed by First Beijing Investment Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).