Bright Valley Capital Ltd
- SEC CIK
- 0001965546
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 13
- +2 vs. Q3 2025
- Portfolio value
- $147.5M
- +$21.0M (+16.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 525,961 | $28.9M | 19.6% | +525,961 | New | History |
| HTHTH World Group Ltd | SPONSORED ADS | 536,000 | $25.2M | 17.1% | −257,000−32.4% | Reduced | History |
| ATATAtour Lifestyle Holdings Ltd | SPONSORED ADS | 597,500 | $23.5M | 16.0% | +405,500+211.2% | Added | History |
| JOYYJOYY Inc. | ADS REPSTG COM A | 338,700 | $21.9M | 14.9% | +83,700+32.8% | Added | History |
| INTCIntel Corp | Stock | 291,000 | $10.7M | 7.3% | +99,000+51.6% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 72,600 | $8.23M | 5.6% | +72,600 | New | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 755,876 | $8.11M | 5.5% | −1,816,124−70.6% | Reduced | History |
| DOYUDouYu International Holdings Ltd | SPONSORED ADS | 1,107,389 | $7.53M | 5.1% | 00.0% | Unchanged | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 295,789 | $5.23M | 3.5% | +295,789 | New | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 225,500 | $4.35M | 2.9% | +90,500+67.0% | Added | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 13,400 | $2.20M | 1.5% | +13,400 | New | History |
| LXLexinFintech Holdings Ltd. | ADR | 394,698 | $1.29M | 0.9% | −3,183,692−89.0% | Reduced | History |
| MOMOHello Group Inc. | ADS | 20,600 | $134.9K | 0.1% | +20,600 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.