Institutional
CoreView Capital Management Ltd
CIK 0001842785
$472.8M
Reported AUM
5
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · CoreView Capital Management Ltd · Q1 2026
AI · grounded in 13F
CoreView Capital Management Ltd closed its position in TCOM, reducing exposure by $138.68M. The fund also exited its holding in SE, a move totaling $109.14M. Additionally, the manager trimmed shares of BEKE by 17.64% and JD by 10.58%, while accumulating more shares of BZ by 10.92%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | JD | JD.COM INC | $28.88 | -1.06% | -9.69% | -53.50% | $163.9M | 34.66% | −655,900 | −10.6% |
| 2 | BZ | KANZHUN LIMITED | $14.08 | 0.36% | -22.54% | -58.53% | $140.3M | 29.69% | +1,032,022 | +10.9% |
| 3 | TAL | TAL EDUCATION GROUP | $9.56 | 0.05% | -9.98% | 57.50% | $125.0M | 26.45% | — | HELD |
| 4 | BEKE | KE HLDGS INC | $16.08 | -3.25% | -12.84% | -21.21% | $38.5M | 8.14% | −550,541 | −17.6% |
| 5 | MOMO | HELLO GROUP INC | $5.62 | 0.27% | -22.27% | -31.92% | $5.0M | 1.07% | — | HELD |
| 6 | TCOM | TRIP COM GROUP LTD | $47.69 | -0.77% | -21.32% | 84.81% | — | — | −1,928,590 | EXITED |
| 7 | SE | SEA LTD | $86.56 | -6.00% | -47.73% | -68.66% | — | — | −855,519 | EXITED |
Source: SEC EDGAR · accession 0001842785-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.