Bright Valley Capital Ltd
- SEC CIK
- 0001965546
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 16
- +8 vs. Q4 2024
- Portfolio value
- $297.3M
- +$147.1M (+98.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Alibaba Group Hldg Ltd01609W952 | PUT | 600,000 | $79.3M | 26.7% | +600,000 | New | – |
| JOYYJOYY Inc. | ADS REPSTG COM A | 1,312,841 | $55.1M | 18.5% | +936,841+249.2% | Added | History |
| LXLexinFintech Holdings Ltd. | ADR | 5,305,208 | $53.5M | 18.0% | +1,315,208+33.0% | Added | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 1,058,000 | $50.6M | 17.0% | +1,058,000 | New | History |
| RLXRLX Technology Inc. | SPONSORED ADS | 9,605,371 | $18.1M | 6.1% | +671,639+7.5% | Added | History |
| INTCIntel Corp | Stock | 690,200 | $15.7M | 5.3% | +690,200 | New | History |
| ATATAtour Lifestyle Holdings Ltd | SPONSORED ADS | 300,000 | $8.51M | 2.9% | +300,000 | New | History |
| DOYUDouYu International Holdings Ltd | SPONSORED ADS | 1,098,488 | $8.21M | 2.8% | −477,512−30.3% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 130,000 | $6.09M | 2.0% | −475,000−78.5% | Reduced | History |
| HUYAHUYA Inc. | ADS REP SHS A | 287,400 | $922.6K | 0.3% | +287,400 | New | History |
| HTHTH World Group Ltd | SPONSORED ADS | 22,000 | $814.2K | 0.3% | +22,000 | New | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 4,000 | $179.6K | 0.1% | +4,000 | New | History |
| Broadcom Inc11135F951 | PUT | 1,000 | $167.4K | 0.1% | +1,000 | New | – |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 4,000 | $62.7K | <0.1% | −206,000−98.1% | Reduced | History |
| MOMOHello Group Inc. | ADS | 6,612 | $41.7K | <0.1% | −4,645,178−99.9% | Reduced | History |
| AAPLApple Inc. | Stock | 100 | $22.2K | <0.1% | +100 | New | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.