Coreview Capital Management

Coreview Capital Management

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

5

Market Value

$472.8M

Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Top 5 Holdings

1

$JD

JD.com, Inc.

34.7%

% of Portfolio

2

$BZ

Kanzhun Limited

29.7%

% of Portfolio

3

$TAL

TAL Education Group

26.4%

% of Portfolio

4

$BEKE

KE Holdings Inc.

8.1%

% of Portfolio

5

$MOMO

Hello Group Inc.

1.1%

% of Portfolio

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
JD34.7%22.4%23.8%27.6%
BZ29.7%24.3%24.3%21.3%
TAL26.4%15.1%13.5%9.3%
BEKE8.1%6.2%7.0%8.6%
MOMO1.1%0.7%0.7%1.0%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

BZ+0.60%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

TAL-19.17%
JD-5.61%

Sector Analysis

Real Estate8.1%
Consumer Staples26.4%
Communication Services30.8%
Consumer Discretionary34.7%

Trading Summary

No stocks in this category

All Holdings

1

$JD

34.7%

2

$BZ

29.7%

3

$TAL

26.4%

4

$BEKE

8.1%

5

$MOMO

1.1%