BRIGHT VALLEY CAPITAL Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
BRIGHT VALLEY CAPITAL Ltd disclosed 9 US equity positions worth $112.0m in its Q2 2025 13F filing. The largest position was JOYY at 44.8% of the reported book, followed by LX and EDU. Against the Q1 2025 filing, it opened 0 new positions, added to 3 and reduced 6 among the top 9 holdings.
What did BRIGHT VALLEY CAPITAL Ltd own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | JOYY JOYY INC | Communication Services | 44.8% | $50.2m | 985,090 | -25% | reduced |
| 2 | LX LEXINFINTECH HOLDINGS LTD | Financial Services | 23.1% | $25.9m | 3,586,724 | -32% | reduced |
| 3 | EDU NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | Consumer Defensive | 11.6% | $12.9m | 239,885 | -77% | reduced |
| 4 | IBIT ISHARES BITCOIN TRUST ETF | 7.4% | $8.3m | 135,000 | 4% | added | |
| 5 | DOYU DOUYU INTERNATIONAL HOLDINGS LTD | 6.4% | $7.2m | 1,107,389 | 1% | added | |
| 6 | INTC INTEL CORP | Technology | 3.8% | $4.3m | 190,000 | -72% | reduced |
| 7 | ATAT ATOUR LIFESTYLE HOLDINGS LTD | Consumer Cyclical | 2.7% | $3.0m | 92,000 | -69% | reduced |
| 8 | VIPS VIPSHOP HOLDINGS LTD | Consumer Cyclical | 0.2% | $261.9k | 17,400 | 335% | added |
| 9 | HUYA HUYA INC | Communication Services | 0.1% | $72.5k | 20,600 | -93% | 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.