Bright Valley Capital Ltd
- SEC CIK
- 0001965546
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 13, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 11
- −2 vs. Q4 2025
- Portfolio value
- $96.7M
- −$50.7M (−34.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 1,774,290 | $27.9M | 28.8% | +1,478,501+499.8% | Added | History |
| INTCIntel Corp | Stock | 431,000 | $19.0M | 19.7% | +140,000+48.1% | Added | History |
| JOYYJOYY Inc. | ADS REPSTG COM A | 309,800 | $18.1M | 18.7% | −28,900−8.5% | Reduced | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 175,750 | $9.95M | 10.3% | −350,211−66.6% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 16,000 | $6.88M | 7.1% | +16,000 | New | History |
| DOYUDouYu International Holdings Ltd | SPONSORED ADS | 1,334,229 | $6.70M | 6.9% | +226,840+20.5% | Added | History |
| STAAStaar Surgical Co | COM PAR $0.01 | 271,965 | $5.09M | 5.3% | +271,965 | New | History |
| LITELumentum Holdings Inc. | COM | 2,300 | $1.62M | 1.7% | +2,300 | New | History |
| DDLDingdong (Cayman) Ltd | ADS | 266,760 | $685.6K | 0.7% | +266,760 | New | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 51,100 | $424.1K | 0.4% | −704,776−93.2% | Reduced | History |
| LXLexinFintech Holdings Ltd. | ADR | 181,697 | $396.1K | 0.4% | −213,001−54.0% | 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.
Sold out since Q4 2025 (6)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| HTHTH World Group Ltd | SPONSORED ADS | 536,000 | $25.2M | 17.1% | History |
| ATATAtour Lifestyle Holdings Ltd | SPONSORED ADS | 597,500 | $23.5M | 16.0% | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 72,600 | $8.23M | 5.6% | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 225,500 | $4.35M | 2.9% | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 13,400 | $2.20M | 1.5% | History |
| MOMOHello Group Inc. | ADS | 20,600 | $134.9K | 0.1% | History |