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
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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 | 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%
|
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