CoreView Capital Management Ltd 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
CoreView Capital Management Ltd disclosed 7 US equity positions worth $793.1m in its Q4 2025 13F filing. The largest position was BZ at 24.3% of the reported book, followed by JD and TCOM. Against the Q3 2025 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 7 holdings.
What did CoreView Capital Management Ltd own in Q4 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BZ KANZHUN LIMITED | Communication Services | 24.3% | $192.6m | 9,448,763 | 0% | held |
| 2 | JD JD.COM INC | Consumer Cyclical | 22.4% | $177.9m | 6,197,455 | 0% | held |
| 3 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 17.5% | $138.7m | 1,928,590 | 0% | held |
| 4 | TAL TAL EDUCATION GROUP | Consumer Defensive | 15.1% | $120.0m | 10,997,165 | 0% | held |
| 5 | SE SEA LTD | Consumer Cyclical | 13.8% | $109.1m | 855,519 | 16% | added |
| 6 | BEKE KE HLDGS INC | Real Estate | 6.2% | $49.2m | 3,120,377 | -6% | reduced |
| 7 | MOMO HELLO GROUP INC | Communication Services | 0.7% | $5.7m | 875,154 | 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.