CoreView Capital Management Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
CoreView Capital Management Ltd disclosed 8 US equity positions worth $909.5m in its Q3 2025 13F filing. The largest position was BZ at 24.3% of the reported book, followed by JD and TCOM. Against the Q2 2025 filing, it opened 0 new positions, added to 2 and reduced 4 among the top 8 holdings.
What did CoreView Capital Management Ltd own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BZ KANZHUN LIMITED | Communication Services | 24.3% | $220.7m | 9,447,889 | 3% | added |
| 2 | JD JD.COM INC | Consumer Cyclical | 23.8% | $216.8m | 6,197,455 | -5% | reduced |
| 3 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 15.9% | $145.0m | 1,928,590 | -7% | reduced |
| 4 | SE SEA LTD | Consumer Cyclical | 14.5% | $131.6m | 736,319 | -4% | reduced |
| 5 | TAL TAL EDUCATION GROUP | Consumer Defensive | 13.5% | $123.2m | 10,997,165 | 57% | added |
| 6 | BEKE KE HLDGS INC | Real Estate | 7.0% | $63.2m | 3,327,735 | -11% | reduced |
| 7 | MOMO HELLO GROUP INC | Communication Services | 0.7% | $6.5m | 875,154 | 0% | held |
| 8 | PDD HOLDINGS INC | 0.3% | $2.5m | 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.