CoreView Capital Management Ltd — 13F Holdings

2026 Q2  ·  8 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, CoreView Capital Management Ltd maintained a portfolio of 8 distinct positions. The most significant new addition was BAIDU INC, now representing 11.60% of the total fund value. They heavily accumulated shares in KE HLDGS INC, increasing the position by 20.5%.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
8
Quarter
2026 Q2
Top Holding
BZ (29.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8

CoreView Capital Management Ltd Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BZ
KANZHUN LIMITED
Communication Services 29.36% 29.69% #1 1
Prev: #2
8.0
2,000,000 19.1%
P
S
12,480,785 $160,627,703
$17.12 -9.4%
$12.87 +20.5%
2022 Q4 13F Filing 2026-06-30 2026-08-14
JD
JD.COM INC
Consumer Cyclical 25.81% 34.66% #2 1
Prev: #1
6.5
no change no change
P
S
5,541,555 $141,198,821 2022 Q1 13F Filing 2026-06-30 2026-08-14
TAL
TAL ED GROUP
Consumer Defensive 19.63% 26.45% #3
Prev: #3
5.5
223,904 2.0%
P
S
11,221,069 $107,385,630 2024 Q4 13F Filing 2026-06-30 2026-08-14
BIDU
BAIDU INC
Communication Services 11.60% #4
Prev: #—
8.0
555,250
NEW
555,250 $63,459,523 2023 Q1 13F Filing 2026-06-30 2026-08-14
BEKE
KE HLDGS INC
Real Estate 8.22% 8.14% #5 1
Prev: #4
6.3
525,800 20.5%
P
S
3,095,636 $44,979,591 2021 Q4 13F Filing 2026-06-30 2026-08-14
VNET
VNET GROUP INC
Technology 2.92% #6
Prev: #—
4.7
1,988,929
NEW
1,988,929 $15,990,989 2026 Q2 13F Filing 2026-06-30 2026-08-14
QCOM
QUALCOMM INC
Technology 1.54% #7
Prev: #—
4.1
45,539
NEW
45,539 $8,415,152 2026 Q2 13F Filing 2026-06-30 2026-08-14
MOMO
HELLO GROUP INC
Communication Services 0.93% 1.07% #8 3
Prev: #5
1.4
no change no change
P
S
875,154 $5,075,893 2021 Q4 13F Filing 2026-06-30 2026-08-14
Showing 1-8 of 8 holdings

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