CoreView Capital Management Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), CoreView Capital Management Ltd reported 5 stock positions worth $472.8 million. Its top holding was Jd.com Inc.-ADR (JD) at 34.7% of the portfolio, followed by Kanzhun Ltd. - ADR (BZ, 29.7%) and Tal Education Group- ADR (TAL, 26.4%). Compared with Q4 2025, it sold out of 2, added to 1 and reduced 2. The biggest buy was Kanzhun Ltd. - ADR (BZ, shares +11%) and the biggest sale an exit from Trip.com Group Ltd.-ADR (TCOM).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001842785
Portfolio Value
$472.8M (Q1 2026)
SEC Filing
0001842785-26-000003 ↗ filed May 15, 2026

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 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 $472.8M Q1 2026 Q2 2026: $547.1M Q2 2026

Holdings 5 stocks · $472.8M

JD Jd.com Inc.-ADR 34.66% 5,541,555 $163.9M Reduce -10.6%
BZ Kanzhun Ltd. - ADR 29.69% 10,480,785 $140.3M Add +10.9%
TAL Tal Education Group- ADR filed as TAL ED GROUP 26.45% 10,997,165 $125.0M No change
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 8.14% 2,569,836 $38.5M Reduce -17.6%
MOMO Hello Group Inc. -SPN ADR 1.07% 875,154 $5.0M No change

Portfolio Sells Q4 2025 → Q1 2026

TCOM Trip.com Group Ltd.-ADR Sold out 0.00% −17.49
SE Sea Ltd.-ADR Sold out 0.00% −13.76
BEKE Ke Holdings Inc.-ADR Reduce -17.6% 8.14% +1.94
JD Jd.com Inc.-ADR Reduce -10.6% 34.66% +12.24

Portfolio Buys Q4 2025 → Q1 2026

BZ Kanzhun Ltd. - ADR Add +10.9% 29.69% +5.41

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