CoreView Capital Management
HONG KONG, K3files as CoreView Capital Management Ltd
$547m in 8 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 16.1% of the portfolio this quarter.
Value
$547m
Stocks
8
Top 10 share
100.0%
Turnover
16.1%
What changed this quarter
New
Bought for the first time this quarter.
- BaiduBIDU11.6% of the fund
- Vnet GroupVNET2.9% of the fund
- QualcommQCOM1.5% of the fund
Added
Bought more of a stock they already held.
- KanzhunBZ29.4% of the fund+19%
- TAL ED GroupTAL19.6% of the fund+2%
- KE HldgsBEKE8.2% of the fund+20%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Jd.comJD
- Share
- 25.8%
- Value
- $141m
- Shares
- 5,541,555
Held
- TAL ED GroupTAL
- Share
- 19.6%
- Value
- $107m
- Shares
- 11,221,069
+2%
- BaiduBIDU
- Share
- 11.6%
- Value
- $63m
- Shares
- 555,250
New
- KE HldgsBEKE
- Share
- 8.2%
- Value
- $45m
- Shares
- 3,095,636
+20%
- Vnet GroupVNET
- Share
- 2.9%
- Value
- $16m
- Shares
- 1,988,929
New
- Hello GroupMOMO
- Share
- 0.9%
- Value
- $5m
- Shares
- 875,154
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| KanzhunBZ | 29.4% | $161m | 12,480,785 | +19% |
| Jd.comJD | 25.8% | $141m | 5,541,555 | Held |
| TAL ED GroupTAL | 19.6% | $107m | 11,221,069 | +2% |
| BaiduBIDU | 11.6% | $63m | 555,250 | New |
| KE HldgsBEKE | 8.2% | $45m | 3,095,636 | +20% |
| Vnet GroupVNET | 2.9% | $16m | 1,988,929 | New |
| QualcommQCOM | 1.5% | $8m | 45,539 | New |
| Hello GroupMOMO | 0.9% | $5m | 875,154 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 28.4% since 30 June 2025.
Where the money is
Technology30.9%
Other69.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.