13F HOLDINGS REPORT
BRIGHT VALLEY CAPITAL Ltd
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001965546-25-000003
Total Value
$297.3M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HOLDING LTD | BBAAY | 600,000 | $79.3M | 26.69% |
| 2 | JOYY INC | JOYY | 1,312,841 | $55.1M | 18.54% |
| 3 | LEXINFINTECH HOLDINGS LTD | LX | 5,305,208 | $53.5M | 18.01% |
| 4 | NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | 647581206 | 958,000 | $45.8M | 15.41% |
| 5 | RLX TECHNOLOGY INC | RLX | 9,605,371 | $18.1M | 6.07% |
| 6 | INTEL CORP | INTC | 500,200 | $11.4M | 3.82% |
| 7 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 300,000 | $8.5M | 2.86% |
| 8 | DOUYU INTERNATIONAL HOLDINGS LTD | 25985W204 | 1,098,488 | $8.2M | 2.76% |
| 9 | ISHARES BITCOIN TRUST ETF | IBIT | 130,000 | $6.1M | 2.05% |
| 10 | NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | 647581206 | 100,000 | $4.8M | 1.61% |
| 11 | INTEL CORP | INTC | 190,000 | $4.3M | 1.45% |
| 12 | HUYA INC | HUYA | 287,400 | $922,554 | 0.31% |
| 13 | H WORLD GROUP LTD | HWLDF | 22,000 | $814,220 | 0.27% |
| 14 | QIFU TECHNOLOGY INC | QFNHF | 4,000 | $179,640 | 0.06% |
| 15 | BROADCOM INC | AVGO | 1,000 | $167,430 | 0.06% |
| 16 | VIPSHOP HOLDINGS LTD | VIPS | 4,000 | $62,720 | 0.02% |
| 17 | HELLO GROUP INC | MOMO | 6,612 | $41,722 | 0.01% |
| 18 | APPLE INC | AAPL | 100 | $22,213 | 0.01% |