CoreView Capital Management Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 15, 2024), CoreView Capital Management Ltd reported 7 stock positions worth $831.8 million. Its top holding was Trip.com Group Ltd.-ADR (TCOM) at 33.4% of the portfolio, followed by Sea Ltd.-ADR (SE, 22.6%) and Baidu Inc. - Spon ADR (BIDU, 15.7%). Compared with Q2 2024, it sold out of 1 and added to 6. The biggest buy was Sea Ltd.-ADR (SE, shares +341%) and the biggest sale an exit from PDD (PDD).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001842785
Portfolio Value
$831.8M (Q3 2024)
SEC Filing
0001842785-24-000008 ↗ filed Nov 15, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $712.9M Q1 2024 Q2 2024: $634.5M Q2 2024 Q3 2024: $831.8M $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 7 stocks · $831.8M
TCOM Trip.com Group Ltd.-ADR 33.41% 4,676,166 $277.9M Add +15.8%
SE Sea Ltd.-ADR 22.63% 1,996,376 $188.2M Add +341.1%
BIDU Baidu Inc. - Spon ADR 15.66% 1,236,783 $130.2M Add +15.6%
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 12.24% 5,112,701 $101.8M Add +11.2%
JD Jd.com Inc.-ADR 10.10% 2,099,839 $84.0M Add +152.5%
BZ Kanzhun Ltd. - ADR 5.17% 2,475,067 $43.0M Add +146.4%
MOMO Hello Group Inc. -SPN ADR 0.80% 875,154 $6.7M 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: $834.3M.

Portfolio Sells Q2 2024 → Q3 2024
PDD PDD Holdings Inc. Sold out 0.00% −32.95

Portfolio Buys Q2 2024 → Q3 2024
SE Sea Ltd.-ADR Add +341.1% 22.63% +17.53
JD Jd.com Inc.-ADR Add +152.5% 10.10% +6.71
TCOM Trip.com Group Ltd.-ADR Add +15.8% 33.41% +3.51
BZ Kanzhun Ltd. - ADR Add +146.4% 5.17% +2.19
BEKE Ke Holdings Inc.-ADR Add +11.2% 12.24% +1.99
BIDU Baidu Inc. - Spon ADR Add +15.6% 15.66% +1.07

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