Institutional Fund
Bright Valley Capital Ltd
Hong Kong, Hong KongCIK 19655465 filings on record
Portfolio Value
$96.74M
Q1 2026
Holdings
11
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-34.4%
from $147.45M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vipshop Hldgs Ltd28.8%
- Intel Corp19.7%
- Joyy Inc18.7%
- New Oriental Ed & Technology10.3%
- Spdr Gold Tr7.1%
- Douyu Intl Hldgs Ltd6.9%
- Other8.5%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vipshop Hldgs Ltd | 1.77M | $27.89M | 28.8% | +1.48M | Added |
| 2 | Intel Corp | 431.0K | $19.02M | 19.7% | +140.0K | Added |
| 3 | Joyy Inc | 309.8K | $18.09M | 18.7% | −28.9K | Reduced |
| 4 | New Oriental Ed & Technology | 175.8K | $9.95M | 10.3% | −350.2K | Reduced |
| 5 | Spdr Gold Tr | 16.0K | $6.88M | 7.1% | +16.0K | New |
| 6 | Douyu Intl Hldgs Ltd | 1.33M | $6.70M | 6.9% | +226.8K | Added |
| 7 | Staar Surgical Co | 272.0K | $5.09M | 5.3% | +272.0K | New |
| 8 | Lumentum Hldgs Inc | 2.3K | $1.62M | 1.7% | +2.3K | New |
| 9 | Dingdong Cayman Ltd | 266.8K | $685.6K | 0.7% | +266.8K | New |
| 10 | Full Truck Alliance Co Ltd | 51.1K | $424.1K | 0.4% | −704.8K | Reduced |
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