Bright Valley Capital Ltd
- SEC CIK
- 0001965546
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 8
- −3 vs. Q2 2024
- Portfolio value
- $127.8M
- +$39.1M (+44.1%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MOMOHello Group Inc. | ADS | 6,270,201 | $47.7M | 37.3% | +2,585,061+70.1% | Added | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 2,220,000 | $34.9M | 27.3% | +2,220,000 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 103,500 | $14.0M | 10.9% | −24,000−18.8% | Reduced | History |
| DOYUDouYu International Holdings Ltd | SPONSORED ADS | 1,285,233 | $13.9M | 10.9% | +914,049+246.3% | Added | History |
| JOYYJOYY Inc. | ADS REPSTG COM A | 256,631 | $9.30M | 7.3% | +256,631 | New | History |
| IBITiShares Bitcoin Trust ETF | ETF | 200,000 | $7.23M | 5.7% | +25,000+14.3% | Added | History |
| INTCIntel Corp | Stock | 23,400 | $549.0K | 0.4% | +23,400 | New | History |
| REREATRenew Inc. | SPONSORED ADS | 68,709 | $191.0K | 0.1% | −520,419−88.3% | Reduced | History |
Sold out since Q2 2024 (6)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| BABAFAlibaba Group Holding Ltd | COM | 261,600 | $18.8M | 21.2% | History |
| HUYAHUYA Inc. | ADS REP SHS A | 1,944,640 | $7.68M | 8.7% | History |
| AAPLApple Inc. | Stock | 27,500 | $5.79M | 6.5% | History |
| GOTUGaotu Techedu Inc. | SPONSORED ADS | 500,000 | $2.45M | 2.8% | History |
| MSOGFMINISO Group Holding Ltd | COM | 99,000 | $1.89M | 2.1% | History |
| SNSharkNinja, Inc. | COM SHS | 14,000 | $1.05M | 1.2% | History |