BRIGHT VALLEY CAPITAL Ltd
Net buyer this quarter
$626M
11
+$213M
55.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 INTC | $219M | 34.96% | 0.03% | +263.7% | Q1 2025 |
 ATAT | $32.4M | 5.17% | 0.25% | Not reported | Q1 2025 |
 SNDK | $27.7M | 4.43% | 0.01% | New | Q2 2026 |
 DRAM | $18.5M | 2.95% | Not reported | New | Q2 2026 |
 ACMR | $15M | 2.39% | 0.28% | New | Q2 2026 |
 JOYY | $13.1M | 2.09% | Not reported | -36.1% | Q4 2024 |
 FUTU | $7.64M | 1.22% | 0.02% | Not reported | Q4 2025 |
 VIPS | $6.36M | 1.02% | 0.04% | -73.0% | Q4 2024 |
 DOYU | $6.2M | 0.99% | 4.42% | Not reported | Q1 2024 |
 NOK | $2.97M | 0.47% | 0.00% | New | Q2 2026 |
 FINV | $15.2K | 0.00% | Not reported | Not reported | Q3 2025 |
| Q1 2026 | |||||
| VIPS | $27.9M | 18.18% | 0.16% | +499.9% | Q4 2024 |
| INTC | $19M | 12.40% | 0.01% | +48.1% | Q1 2025 |
| JOYY | $18.1M | 11.79% | Not reported | -8.5% | Q4 2024 |
 EDU | $9.95M | 6.49% | 0.01% | -66.6% | Q1 2025 |
 GLD | $6.88M | 4.49% | 0.00% | New | Q1 2026 |
| DOYU | $6.7M | 4.37% | 4.42% | +20.5% | Q1 2024 |
 STAA | $5.09M | 3.31% | 0.55% | New | Q1 2026 |
 LITE | $1.62M | 1.05% | 0.00% | New | Q1 2026 |
 DDL | $686K | 0.45% | Not reported | New | Q1 2026 |
 YMM | $424K | 0.28% | Not reported | -93.2% | Q3 2025 |
 LX | $396K | 0.26% | Not reported | -54.0% | Q4 2024 |
| Q4 2025 | |||||
| EDU | $28.9M | 10.75% | 0.03% | Not reported | Q1 2025 |
 HTHT | $25.2M | 9.37% | 0.02% | -32.4% | Q1 2025 |
| ATAT | $23.5M | 8.75% | 0.14% | +211.2% | Q1 2025 |
| JOYY | $21.9M | 8.15% | Not reported | +32.8% | Q4 2024 |
| INTC | $10.7M | 3.99% | 0.01% | +51.6% | Q1 2025 |
 PDD | $8.23M | 3.06% | 0.00% | Not reported | Q1 2024 |
| YMM | $8.11M | 3.01% | Not reported | -70.6% | Q3 2025 |
| DOYU | $7.53M | 2.80% | 3.67% | Not reported | Q1 2024 |
| VIPS | $5.23M | 1.94% | 0.03% | Not reported | Q4 2024 |
 QFIN | $4.35M | 1.61% | 0.09% | +67.0% | Q1 2025 |
| FUTU | $2.2M | 0.82% | 0.00% | New | Q4 2025 |
| LX | $1.29M | 0.48% | Not reported | -89.0% | Q4 2024 |
 MOMO | $135K | 0.05% | 0.01% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| YMM | $33.4M | 19.75% | Not reported | New | Q3 2025 |
| HTHT | $31M | 18.36% | 0.03% | Not reported | Q1 2025 |
| LX | $19.1M | 11.29% | Not reported | -0.2% | Q4 2024 |
| JOYY | $14.9M | 8.85% | Not reported | -74.1% | Q4 2024 |
| DOYU | $8.33M | 4.93% | 3.67% | Not reported | Q1 2024 |
| ATAT | $7.22M | 4.27% | 0.05% | +108.7% | Q1 2025 |
| INTC | $6.44M | 3.81% | 0.00% | +1.1% | Q1 2025 |
| QFIN | $3.89M | 2.30% | 0.05% | Not reported | Q1 2025 |
 SII | $2.08M | 1.23% | 0.10% | New | Q3 2025 |
| FINV | $148K | 0.09% | Not reported | New | Q3 2025 |
 HUYA | $5.66K | 0.00% | 0.00% | -91.8% | Q1 2024 |