13F HOLDINGS REPORT
BRIGHT VALLEY CAPITAL Ltd
Quarter ended Q1 2024 · Filed May 16, 2024 · Accession 0001965546-24-000002
Total Value
$67.5M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD Holdings Inc | PDD | 283,400 | $32.9M | 48.78% |
| 2 | HUYA Inc | HUYA | 4,505,355 | $20.5M | 30.35% |
| 3 | Sharkninja Inc | SN | 75,500 | $4.7M | 6.96% |
| 4 | New Oriental Education & Technology Group Inc | NWOEF | 23,000 | $2.0M | 2.96% |
| 5 | Sea Ltd | SE | 35,000 | $1.9M | 2.78% |
| 6 | Douyu International Holdings Ltd | 25985W204 | 261,416 | $1.7M | 2.55% |
| 7 | NetEase Inc | NETTF | 16,400 | $1.7M | 2.51% |
| 8 | Dell Technologies Inc | DELL | 9,000 | $1.0M | 1.52% |
| 9 | Alibaba Group Holding Ltd | BBAAY | 10,000 | $723,600 | 1.07% |
| 10 | Ke Holdings Inc | BEKE | 25,000 | $343,250 | 0.51% |