Bright Valley Capital Ltd
- SEC CIK
- 0001965546
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 8
- 0 vs. Q3 2024
- Portfolio value
- $150.2M
- +$22.4M (+17.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MOMOHello Group Inc. | ADS | 4,651,790 | $35.9M | 23.9% | −1,618,411−25.8% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 605,000 | $32.1M | 21.4% | +405,000+202.5% | Added | History |
| LXLexinFintech Holdings Ltd. | ADR | 3,990,000 | $23.1M | 15.4% | +3,990,000 | New | History |
| RLXRLX Technology Inc. | SPONSORED ADS | 8,933,732 | $19.3M | 12.9% | +8,933,732 | New | History |
| DOYUDouYu International Holdings Ltd | SPONSORED ADS | 1,576,000 | $17.7M | 11.8% | +290,767+22.6% | Added | History |
| JOYYJOYY Inc. | ADS REPSTG COM A | 376,000 | $15.7M | 10.5% | +119,369+46.5% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 41,700 | $3.54M | 2.4% | +41,700 | New | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 210,000 | $2.83M | 1.9% | −2,010,000−90.5% | Reduced | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Alibaba Group Hldg Ltd01609W902 | CALL | – | $55.1M |
| Pinduoduo Inc722304902 | CALL | – | $29.1M |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.