CoreView Capital Management Ltd

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), CoreView Capital Management Ltd reported 8 stock positions worth $712.9 million. Its top holding was PDD (PDD) at 32.0% of the portfolio, followed by Trip.com Group Ltd.-ADR (TCOM, 24.9%) and Ke Holdings Inc.-ADR (BEKE, 19.4%). Compared with Q4 2023, it opened 1 new position, added to 1 and reduced 3. The biggest buy was Baidu Inc. - Spon ADR (BIDU, shares +31%) and the biggest sale Ke Holdings Inc.-ADR (BEKE, shares −37%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001842785
Portfolio Value
$712.9M (Q1 2024)
SEC Filing
0001842785-24-000005 ↗ filed May 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $712.9M $712.9M Q1 2024 Q2 2024: $634.5M Q2 2024 Q3 2024: $831.8M Q3 2024 Q4 2024: $957.3M Q4 2024 Q1 2025: $1.0B Q1 2025 Q2 2025: $764.0M Q2 2025 Q3 2025: $907.0M Q3 2025 Q4 2025: $793.1M Q4 2025 Q1 2026: $472.8M Q1 2026 Q2 2026: $547.1M Q2 2026

Holdings 8 stocks · $712.9M
PDD PDD Holdings Inc. 32.00% 1,962,451 $228.1M No change
TCOM Trip.com Group Ltd.-ADR 24.85% 4,037,166 $177.2M No change
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 19.43% 10,089,667 $138.5M Reduce -37.3%
BIDU Baidu Inc. - Spon ADR 15.80% 1,070,165 $112.7M Add +31.0%
JD Jd.com Inc.-ADR 4.30% 1,118,500 $30.6M Reduce -23.4%
BZ Kanzhun Ltd. - ADR 2.85% 1,159,857 $20.3M Reduce -1.1%
MOMO Hello Group Inc. -SPN ADR 0.76% 875,154 $5.4M No change
BRK.B Berkshire Hathaway Inc. Class B 0.00% 9 $4K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $2.4M (not counted above)
SecurityClassShares / PrincipalValueChange
PDD HOLDINGS INC (PDD 0 12/01/25) NOTE 12/0 · principal 2,500,000$2.4MNo change

Total filed on the 13F, all lines: $715.4M.

Portfolio Sells Q4 2023 → Q1 2024
BEKE Ke Holdings Inc.-ADR Reduce -37.3% 19.43% −10.94
JD Jd.com Inc.-ADR Reduce -23.4% 4.30% −0.62
BZ Kanzhun Ltd. - ADR Reduce -1.1% 2.85% +0.58

Portfolio Buys Q4 2023 → Q1 2024
BIDU Baidu Inc. - Spon ADR Add +31.0% 15.80% +4.46
BRK.B Berkshire Hathaway Inc. Class B New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$547.1MBZ, JD, TAL, BIDU, BEKE
Q1 2026 5$472.8MJD, BZ, TAL, BEKE, MOMO
Q4 2025 7$793.1MBZ, JD, TCOM, TAL, SE
Q3 2025 7$907.0MBZ, JD, TCOM, SE, TAL
Q2 2025 7$764.0MJD, BZ, SE, TCOM, TAL
Q1 2025 10$1.0BJD, TCOM, SE, BZ, BEKE
Q4 2024 8$957.3MTCOM, SE, JD, BIDU, BEKE
Q3 2024 7$831.8MTCOM, SE, BIDU, BEKE, JD
Q2 2024 8$634.5MPDD, TCOM, BIDU, BEKE, SE
Q1 2024 8$712.9MPDD, TCOM, BEKE, BIDU, JD