CoreView Capital Management Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), CoreView Capital Management Ltd reported 8 stock positions worth $634.5 million. Its top holding was PDD (PDD) at 32.9% of the portfolio, followed by Trip.com Group Ltd.-ADR (TCOM, 29.9%) and Baidu Inc. - Spon ADR (BIDU, 14.6%). Compared with Q1 2024, it opened 1 new position, sold out of 1 and reduced 4. The biggest buy was a new position in Sea Ltd.-ADR (SE) and the biggest sale Ke Holdings Inc.-ADR (BEKE, shares −54%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001842785
Portfolio Value
$634.5M (Q2 2024)
SEC Filing
0001842785-24-000007 ↗ filed Aug 15, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $712.9M Q1 2024 Q2 2024: $634.5M $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 · $634.5M
PDD PDD Holdings Inc. 32.95% 1,572,451 $209.1M Reduce -19.9%
TCOM Trip.com Group Ltd.-ADR 29.91% 4,037,166 $189.7M No change
BIDU Baidu Inc. - Spon ADR 14.59% 1,070,165 $92.5M No change
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 10.25% 4,597,504 $65.1M Reduce -54.4%
SE Sea Ltd.-ADR 5.10% 452,633 $32.3M New
JD Jd.com Inc.-ADR 3.39% 831,639 $21.5M Reduce -25.6%
BZ Kanzhun Ltd. - ADR 2.98% 1,004,323 $18.9M Reduce -13.4%
MOMO Hello Group Inc. -SPN ADR 0.84% 875,154 $5.4M No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $2.5M (not counted above)
SecurityClassShares / PrincipalValueChange
PDD HOLDINGS INC (PDD 0 12/01/25) NOTE 12/0 · principal 2,500,000$2.5MNo change

Total filed on the 13F, all lines: $636.9M.

Portfolio Sells Q1 2024 → Q2 2024
BEKE Ke Holdings Inc.-ADR Reduce -54.4% 10.25% −9.18
JD Jd.com Inc.-ADR Reduce -25.6% 3.39% −0.91
BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −0.00
BZ Kanzhun Ltd. - ADR Reduce -13.4% 2.98% +0.13
PDD PDD Holdings Inc. Reduce -19.9% 32.95% +0.95

Portfolio Buys Q1 2024 → Q2 2024
SE Sea Ltd.-ADR New 5.10% +5.10

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