Bright Valley Capital Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$153.4M
Q ending 2026-03-31
Prior quarter
$269.2M
Q ending 2025-12-31
Change
-43.0% QoQ · -48.4% YoY
Positions
13
reported holdings
Largest positions
All 13 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Intel Corp | INTC | Call | $45.5M | 1.0M |
| Vipshop Holdings Ltd | VIPS | Shares | $27.9M | 1.8M |
| Intel Corp | INTC | Shares | $19.0M | 431K |
| Joyy Inc | JOYY | Shares | $18.1M | 310K |
| Pdd Holdings Inc | PDD | Call | $11.2M | 110K |
| New Oriental Education & Technolog | EDU | Shares | $10.0M | 176K |
| Spdr Gold Shares | GLD | Shares | $6.9M | 16K |
| Douyu International Holdings Ltd | DOYU | Shares | $6.7M | 1.3M |
| Staar Surgical Co | STAA | Shares | $5.1M | 272K |
| Lumentum Holdings Inc | LITE | Shares | $1.6M | 2K |
| Dingdong (Cayman) Ltd | DDL | Shares | $686K | 267K |
| Full Truck Alliance Co Ltd | YMM | Shares | $424K | 51K |
| Lexinfintech Holdings Ltd | LX | Shares | $396K | 182K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.