BRIGHT VALLEY CAPITAL Ltd Hedge Fund

Location: Hong Kong

CIK: 0001965546 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $153M (100.0% shares, 0.0% debt)

Holdings (13)

INTC INTEL CORP 29.6%

Value $45.45M Shares 1,030,000 Est. Cost $33.51 Unrealized +38.5%

VIPS VIPSHOP HOLDINGS LTD 18.2%

Value $27.89M Shares 1,774,290 Est. Cost $16.05 Unrealized —

INTC INTEL CORP 12.4%

Value $19.02M Shares 431,000 Est. Cost $33.51 Unrealized +38.5%

JOYY JOYY INC 11.8%

Value $18.09M Shares 309,800 Est. Cost $46.76 Unrealized —

PDD PDD HOLDINGS INC 7.3%

Value $11.24M Shares 110,000 Est. Cost $113.39 Unrealized —

EDU NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC 6.5%

Value $9.953M Shares 175,750 Est. Cost $55.03 Unrealized —

GLD SPDR GOLD SHARES 4.5%

Value $6.885M Shares 16,000 Est. Cost $430.29 Unrealized —

DOYU DOUYU INTERNATIONAL HOLDINGS LTD 4.4%

Value $6.698M Shares 1,334,229 Est. Cost $9.33 Unrealized —

STAA STAAR SURGICAL CO 3.3%

Value $5.086M Shares 271,965 Est. Cost $19.46 Unrealized 0.0%

LITE LUMENTUM HOLDINGS INC 1.1%

Value $1.616M Shares 2,300 Est. Cost $467.14 Unrealized 0.0%

DDL DINGDONG (CAYMAN) LTD 0.4%

Value $686K Shares 266,760 Est. Cost $2.57 Unrealized —

YMM FULL TRUCK ALLIANCE CO LTD 0.3%

Value $424K Shares 51,100 Est. Cost $12.97 Unrealized —

LX LEXINFINTECH HOLDINGS LTD 0.3%

Value $396K Shares 181,697 Est. Cost $6.86 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INTC	INTEL CORP	1,030,000	$45.45M	29.6%	$33.51	+38.5%	Call	458140100
VIPS	VIPSHOP HOLDINGS LTD	1,774,290	$27.89M	18.2%	$16.05	—	SPONSORED ADS A	92763W103
INTC	INTEL CORP	431,000	$19.02M	12.4%	$33.51	+38.5%	COM	458140100
JOYY	JOYY INC	309,800	$18.09M	11.8%	$46.76	—	ADS REPSTG COM A	46591M109
PDD	PDD HOLDINGS INC	110,000	$11.24M	7.3%	$113.39	—	Call	722304102
EDU	NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC	175,750	$9.953M	6.5%	$55.03	—	SPON ADR	647581206
GLD	SPDR GOLD SHARES	16,000	$6.885M	4.5%	$430.29	—	GOLD SHS	78463V107
DOYU	DOUYU INTERNATIONAL HOLDINGS LTD	1,334,229	$6.698M	4.4%	$9.33	—	SPONSORED ADS	25985W204
STAA	STAAR SURGICAL CO	271,965	$5.086M	3.3%	$19.46	0.0%	COM PAR $0.01	852312305
LITE	LUMENTUM HOLDINGS INC	2,300	$1.616M	1.1%	$467.14	0.0%	COM	55024U109
DDL	DINGDONG (CAYMAN) LTD	266,760	$686K	0.4%	$2.57	—	ADS	25445D101
YMM	FULL TRUCK ALLIANCE CO LTD	51,100	$424K	0.3%	$12.97	—	SPONSORED ADS	35969L108
LX	LEXINFINTECH HOLDINGS LTD	181,697	$396K	0.3%	$6.86	—	ADR	528877103