StockDriftsStockDriftsTop 8 Coreview Capital Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BZ | KANZHUN LIMITED | 29.36% | 12.48M | $160.6M | +19.08%(+2.00M) | $16.73(-5.98%) | 2026-06-30 | |
| JD | JD.COM INC | 25.81% | 5.54M | $141.2M | +0.00%(+0) | $38.11(-23.48%) | 2026-06-30 | |
| TAL | TAL ED GROUP | 19.63% | 11.22M | $107.4M | +2.04%(+223.90K) | $11.25(+1.93%) | 2026-06-30 | |
| BIDU | BAIDU INC | 11.6% | 555.3K | $63.5M | new | $127.22(-17.72%) | 2026-06-30 | |
| BEKE | KE HLDGS INC | 8.22% | 3.10M | $45.0M | +20.46%(+525.80K) | $16.48(+2.93%) | 2026-06-30 | |
| VNET | VNET GROUP INC | 2.92% | 1.99M | $16.0M | new | $7.99(-6.76%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 1.54% | 45.5K | $8.4M | new | $155.93(+5.68%) | 2026-06-30 | |
| MOMO | HELLO GROUP INC | 0.93% | 875.2K | $5.1M | +0.00%(+0) | $11.75(-51.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.23% | +3.74% | — | — | -16.72% |
| Top 20 Holdings Unweighted | +1.52% | +4.64% | — | — | -13.99% |
Coreview Capital Management LTD reports $547.13M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are BZ (29.4%), JD (25.8%) and TAL (19.6%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +3.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Coreview Capital Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842785). View Coreview Capital Management LTD’s 13F filings on SEC