BRIGHT VALLEY CAPITAL Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
BRIGHT VALLEY CAPITAL Ltd disclosed 11 US equity positions worth $126.5m in its Q3 2025 13F filing. The largest position was YMM at 26.4% of the reported book, followed by HTHT and LX. Against the Q2 2025 filing, it opened 5 new positions, added to 2 and reduced 2 among the top 11 holdings.
What did BRIGHT VALLEY CAPITAL Ltd own in Q3 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 26.4% | $33.4m | 2,572,000 | – | new |
| 2 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 24.5% | $31.0m | 793,000 | – | new |
| 3 | LX LEXINFINTECH HOLDINGS LTD | Financial Services | 15.1% | $19.1m | 3,578,390 | -0% | held |
| 4 | JOYY JOYY INC | Communication Services | 11.8% | $14.9m | 255,000 | -74% | reduced |
| 5 | DOYU DOUYU INTERNATIONAL HOLDINGS LTD | 6.6% | $8.3m | 1,107,389 | 0% | held | |
| 6 | ATAT ATOUR LIFESTYLE HOLDINGS LTD | Consumer Cyclical | 5.7% | $7.2m | 192,000 | 109% | added |
| 7 | INTC INTEL CORP | Technology | 5.1% | $6.4m | 192,000 | 1% | added |
| 8 | QFIN QFIN HOLDINGS INC | Financial Services | 3.1% | $3.9m | 135,000 | – | new |
| 9 | SII SPROTT INC | Financial Services | 1.6% | $2.1m | 25,000 | – | new |
| 10 | FINV FINVOLUTION GROUP | 0.1% | $148.0k | 20,080 | – | new | |
| 11 | HUYA HUYA INC | Communication Services | 0.0% | $5.7k | 1,700 | -92% | 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.