CoreView Capital Management Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
CoreView Capital Management Ltd disclosed 8 US equity positions worth $766.4m in its Q2 2025 13F filing. The largest position was JD at 27.6% of the reported book, followed by BZ and SE. Against the Q1 2025 filing, it opened 0 new positions, added to 4 and reduced 2 among the top 8 holdings.
What did CoreView Capital Management Ltd own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | JD JD.COM INC | Consumer Cyclical | 27.6% | $211.9m | 6,491,682 | 2% | added |
| 2 | BZ KANZHUN LIMITED | Communication Services | 21.3% | $163.2m | 9,149,305 | 27% | added |
| 3 | SE SEA LTD | Consumer Cyclical | 16.0% | $122.6m | 766,319 | -56% | reduced |
| 4 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 15.8% | $121.1m | 2,065,890 | -45% | reduced |
| 5 | TAL TAL EDUCATION GROUP | Consumer Defensive | 9.3% | $71.6m | 7,007,165 | 249% | added |
| 6 | BEKE KE HLDGS INC | Real Estate | 8.6% | $66.1m | 3,727,735 | 1% | added |
| 7 | MOMO HELLO GROUP INC | Communication Services | 1.0% | $7.4m | 875,154 | 0% | held |
| 8 | PDD HOLDINGS INC | 0.3% | $2.4m | 2,500,000 | 0% | held |
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.