BRIGHT VALLEY CAPITAL Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
BRIGHT VALLEY CAPITAL Ltd disclosed 8 US equity positions worth $127.8m in its Q3 2024 13F filing. The largest position was MOMO at 37.3% of the reported book, followed by VIPS and PDD.
What did BRIGHT VALLEY CAPITAL Ltd own in Q3 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MOMO Hello Group Inc | Communication Services | 37.3% | $47.7m | 6,270,201 | – | |
| 2 | VIPS Vipshop Holdings Ltd | Consumer Cyclical | 27.3% | $34.9m | 2,220,000 | – | |
| 3 | PDD PDD Holdings Inc | Consumer Cyclical | 10.9% | $14.0m | 103,500 | – | |
| 4 | DOYU Douyu International Holdings Ltd | 10.9% | $13.9m | 1,285,233 | – | ||
| 5 | JOYY JOYY Inc | Communication Services | 7.3% | $9.3m | 256,631 | – | |
| 6 | IBIT iShares Bitcoin Trust ETF | 5.7% | $7.2m | 200,000 | – | ||
| 7 | INTC Intel Corp | Technology | 0.4% | $549.0k | 23,400 | – | |
| 8 | RERE ATRenew Inc | 0.1% | $191.0k | 68,709 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.