BRIGHT VALLEY CAPITAL Ltd 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
BRIGHT VALLEY CAPITAL Ltd disclosed 16 US equity positions worth $297.3m in its Q1 2025 13F filing. The largest position was ALIBABA GROUP HOLDING LTD at 26.7% of the reported book, followed by JOYY and LX. Against the Q4 2024 filing, it opened 9 new positions, added to 3 and reduced 4 among the top 16 holdings.
What did BRIGHT VALLEY CAPITAL Ltd own in Q1 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HOLDING LTD | 26.7% | $79.3m | 600,000 | – | new | |
| 2 | JOYY JOYY INC | Communication Services | 18.5% | $55.1m | 1,312,841 | 249% | added |
| 3 | LX LEXINFINTECH HOLDINGS LTD | Financial Services | 18.0% | $53.5m | 5,305,208 | 33% | added |
| 4 | EDU NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | Consumer Defensive | 17.0% | $50.6m | 1,058,000 | – | new |
| 5 | RLX RLX TECHNOLOGY INC | Consumer Defensive | 6.1% | $18.1m | 9,605,371 | 8% | added |
| 6 | INTC INTEL CORP | Technology | 5.3% | $15.7m | 690,200 | – | new |
| 7 | ATAT ATOUR LIFESTYLE HOLDINGS LTD | Consumer Cyclical | 2.9% | $8.5m | 300,000 | – | new |
| 8 | DOYU DOUYU INTERNATIONAL HOLDINGS LTD | 2.8% | $8.2m | 1,098,488 | -30% | reduced | |
| 9 | IBIT ISHARES BITCOIN TRUST ETF | 2.0% | $6.1m | 130,000 | -79% | reduced | |
| 10 | HUYA HUYA INC | Communication Services | 0.3% | $922.6k | 287,400 | – | new |
| 11 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 0.3% | $814.2k | 22,000 | – | new |
| 12 | QFIN QIFU TECHNOLOGY INC | Financial Services | 0.1% | $179.6k | 4,000 | – | new |
| 13 | BROADCOM INC | 0.1% | $167.4k | 1,000 | – | new | |
| 14 | VIPS VIPSHOP HOLDINGS LTD | Consumer Cyclical | 0.0% | $62.7k | 4,000 | -98% | reduced |
| 15 | MOMO HELLO GROUP INC | Communication Services | 0.0% | $41.7k | 6,612 | -100% | reduced |
| 16 | AAPL APPLE INC | Technology | 0.0% | $22.2k | 100 | – | new |
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.