BRIGHT VALLEY CAPITAL Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
BRIGHT VALLEY CAPITAL Ltd disclosed 8 US equity positions worth $150.2m in its Q4 2024 13F filing. The largest position was MOMO at 23.9% of the reported book, followed by IBIT and LX. Against the Q3 2024 filing, it opened 3 new positions, added to 3 and reduced 2 among the top 8 holdings.
What did BRIGHT VALLEY CAPITAL Ltd own in Q4 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MOMO HELLO GROUP INC | Communication Services | 23.9% | $35.9m | 4,651,790 | -26% | reduced |
| 2 | IBIT ISHARES BITCOIN TRUST ETF | 21.4% | $32.1m | 605,000 | 202% | added | |
| 3 | LX LEXINFINTECH HOLDINGS LTD | Financial Services | 15.4% | $23.1m | 3,990,000 | – | new |
| 4 | RLX RLX TECHNOLOGY INC | Consumer Defensive | 12.9% | $19.3m | 8,933,732 | – | new |
| 5 | DOYU DOUYU INTERNATIONAL HOLDINGS LTD | 11.8% | $17.7m | 1,576,000 | 23% | added | |
| 6 | JOYY JOYY INC | Communication Services | 10.5% | $15.7m | 376,000 | 47% | added |
| 7 | BABA ALIBABA GROUP HOLDING LTD | Consumer Cyclical | 2.4% | $3.5m | 41,700 | – | new |
| 8 | VIPS VIPSHOP HOLDINGS LTD | Consumer Cyclical | 1.9% | $2.8m | 210,000 | -91% | reduced |
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.