Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRIGHT VALLEY CAPITAL Ltd (CIK 1965546) reported $153.4M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: INTC ($64.5M, 42.02%), VIPS ($27.9M, 18.18%), JOYY ($18.1M, 11.79%), PDD ($11.2M, 7.33%), EDU ($10.0M, 6.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | $64.5M | 42.02% | 1.5M | Trimmed |
| 2 | VIPS | VIPSHOP HOLDINGS LTD | $27.9M | 18.18% | 1.8M | Added |
| 3 | JOYY | JOYY INC | $18.1M | 11.79% | 309,800 | Trimmed |
| 4 | PDD | PDD HOLDINGS INC | $11.2M | 7.33% | 110,000 | Added |
| 5 | EDU | NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | $10.0M | 6.49% | 175,750 | Trimmed |
| 6 | GLD | SPDR GOLD SHARES | $6.9M | 4.49% | 16,000 | New |
| 7 | DOYU | DOUYU INTERNATIONAL HOLDINGS LTD | $6.7M | 4.37% | 1.3M | Added |
| 8 | STAA | STAAR SURGICAL CO | $5.1M | 3.31% | 271,965 | New |
| 9 | LITE | LUMENTUM HOLDINGS INC | $1.6M | 1.05% | 2,300 | New |
| 10 | DDL | DINGDONG (CAYMAN) LTD | $685,573 | 0.45% | 266,760 | New |
| 11 | YMM | FULL TRUCK ALLIANCE CO LTD | $424,130 | 0.28% | 51,100 | Trimmed |
| 12 | LX | LEXINFINTECH HOLDINGS LTD | $396,099 | 0.26% | 181,697 | Trimmed |
| 13 | ATAT | ATOUR LIFESTYLE HOLDINGS LTD | $0 | 0.00% | 0 | Exited |
| 14 | FUTU | FUTU HOLDINGS LTD | $0 | 0.00% | 0 | Exited |
| 15 | MOMO | HELLO GROUP INC | $0 | 0.00% | 0 | Exited |
| 16 | HTHT | H WORLD GROUP LTD | $0 | 0.00% | 0 | Exited |
| 17 | NVDA | NVIDIA CORP | $0 | 0.00% | 0 | Exited |
| 18 | QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31