CoreView Capital Management Ltd
CoreView Capital Management Ltd reported 8 US-listed holdings worth $547.1 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Kanzhun Limited (29.4%), JD.com, Inc. (25.8%) and Tal Education Group (19.6%). Against the quarter before, it opened 3 positions, added to 3, trimmed 0 and sold out of 0.
The 8 largest of its 8 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -19.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Baidu, Inc. BIDU$63.5 million
- 21VIANET Group Inc. VNET$16.0 million
- Qualcomm Inc. QCOM$8.4 million
Added to 3
- Kanzhun Limited BZ+2.0 million shares · +19%
- KE Holdings Inc. BEKE+525,800 shares · +20%
- Tal Education Group TAL+223,904 shares · +2%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Kanzhun Limited BZ | 12.5M | $160.6 million | 29.36% | +2.0M |
| JD.com, Inc. JD | 5.5M | $141.2 million | 25.81% | no change |
| Tal Education Group TAL | 11.2M | $107.4 million | 19.63% | +223.9K |
| Baidu, Inc. BIDU | 555.2K | $63.5 million | 11.60% | new |
| KE Holdings Inc. BEKE | 3.1M | $45.0 million | 8.22% | +525.8K |
| 21VIANET Group Inc. VNET | 2.0M | $16.0 million | 2.92% | new |
| Qualcomm Inc. QCOM | 45.5K | $8.4 million | 1.54% | new |
| Hello Group Inc. MOMO | 875.2K | $5.1 million | 0.93% | no change |