13F HOLDINGS REPORT
BRIGHT VALLEY CAPITAL Ltd
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001965546-25-000007
Total Value
$168.9M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FULL TRUCK ALLIANCE CO LTD | YMM | 2,572,000 | $33.4M | 19.75% |
| 2 | H WORLD GROUP LTD | HWLDF | 793,000 | $31.0M | 18.36% |
| 3 | NVIDIA CORP | NVDA | 153,000 | $28.5M | 16.90% |
| 4 | LEXINFINTECH HOLDINGS LTD | LX | 3,578,390 | $19.1M | 11.29% |
| 5 | JOYY INC | JOYY | 255,000 | $14.9M | 8.85% |
| 6 | BAIDU INC | BAIDF | 105,000 | $13.8M | 8.19% |
| 7 | DOUYU INTERNATIONAL HOLDINGS LTD | 25985W204 | 1,107,389 | $8.3M | 4.93% |
| 8 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 192,000 | $7.2M | 4.27% |
| 9 | INTEL CORP | INTC | 192,000 | $6.4M | 3.81% |
| 10 | QFIN HOLDINGS INC | QFNHF | 135,000 | $3.9M | 2.30% |
| 11 | SPROTT INC | SII | 25,000 | $2.1M | 1.23% |
| 12 | FINVOLUTION GROUP | FVGPY | 20,080 | $147,990 | 0.09% |
| 13 | HUYA INC | HUYA | 1,700 | $5,661 | 0.00% |