Bright Valley Capital LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Bright Valley Capital LTD disclosed 11 US equity positions worth $96.7m in its Q1 2026 13F filing. The largest position was VIPS at 28.8% of the reported book, followed by INTC and JOYY.
What did Bright Valley Capital LTD own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VIPS VIPSHOP HOLDINGS LTD | Consumer Cyclical | 28.8% | $27.9m | 1,774,290 | – | |
| 2 | INTC INTEL CORP | Technology | 19.7% | $19.0m | 431,000 | – | |
| 3 | JOYY JOYY INC | Communication Services | 18.7% | $18.1m | 309,800 | – | |
| 4 | EDU NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | Consumer Defensive | 10.3% | $10.0m | 175,750 | – | |
| 5 | GLD SPDR GOLD SHARES | 7.1% | $6.9m | 16,000 | – | ||
| 6 | DOYU DOUYU INTERNATIONAL HOLDINGS LTD | 6.9% | $6.7m | 1,334,229 | – | ||
| 7 | STAA STAAR SURGICAL CO | Healthcare | 5.3% | $5.1m | 271,965 | – | |
| 8 | LITE LUMENTUM HOLDINGS INC | Technology | 1.7% | $1.6m | 2,300 | – | |
| 9 | DDL DINGDONG (CAYMAN) LTD | 0.7% | $685.6k | 266,760 | – | ||
| 10 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 0.4% | $424.1k | 51,100 | – | |
| 11 | LX LEXINFINTECH HOLDINGS LTD | Financial Services | 0.4% | $396.1k | 181,697 | – |
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.