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CoreView Capital Management Ltd 13F holdings, Q3 2024

Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →

CoreView Capital Management Ltd disclosed 8 US equity positions worth $834.3m in its Q3 2024 13F filing. The largest position was TCOM at 33.3% of the reported book, followed by SE and BIDU.

· Q4 2024 →

What did CoreView Capital Management Ltd own in Q3 2024? Top 8 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 TCOM TRIP COM GROUP LTD Consumer Cyclical 33.3%$277.9m4,676,166 –
2 SE SEA LTD Consumer Cyclical 22.6%$188.2m1,996,376 –
3 BIDU BAIDU INC Communication Services 15.6%$130.2m1,236,783 –
4 BEKE KE HLDGS INC Real Estate 12.2%$101.8m5,112,701 –
5 JD JD.COM INC Consumer Cyclical 10.1%$84.0m2,099,839 –
6 BZ KANZHUN LIMITED Communication Services 5.2%$43.0m2,475,067 –
7 MOMO HELLO GROUP INC Communication Services 0.8%$6.7m875,154 –
8 PDD HOLDINGS INC 0.3%$2.5m2,500,000 –

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.