Bright Valley Capital Ltd Portfolio Stock Holdings
Bright Valley Capital Ltd disclosed 11 stock positions valued at approximately $96.7 million in its latest SEC 13F filing. The largest holdings include VIPSHOP HOLDINGS LTD, INTEL CORP, and JOYY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 11
- Portfolio Value
- $96.7M
Holdings by Sector
Bright Valley Capital Ltd Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VIPSHOP HOLDINGS LTD | VIPS | Consumer Cyclical | 28.83% | 1,774,290 | +1,478,501 | +499.85% | $27,891,839 |
| INTEL CORP | INTC | Technology | 19.66% | 431,000 | +140,000 | +48.11% | $19,020,030 |
| JOYY INC | YY | Communication Services | 18.70% | 309,800 | -28,900 | -8.53% | $18,089,222 |
| NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | EDU | Consumer Defensive | 10.29% | 175,750 | -350,211 | -66.58% | $9,952,722 |
| SPDR GOLD SHARES | GLD | Other | 7.12% | 16,000 | +16,000 | +100.00% | $6,884,640 |
| DOUYU INTERNATIONAL HOLDINGS LTD | DOYU | Communication Services | 6.92% | 1,334,229 | +226,840 | +20.48% | $6,697,830 |
| STAAR SURGICAL CO | STAA | Healthcare | 5.26% | 271,965 | +271,965 | +100.00% | $5,085,746 |
| LUMENTUM HOLDINGS INC | LITE | Technology | 1.67% | 2,300 | +2,300 | +100.00% | $1,616,348 |
| DINGDONG (CAYMAN) LTD | DDL | Consumer Defensive | 0.71% | 266,760 | +266,760 | +100.00% | $685,573 |
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 0.44% | 51,100 | -704,776 | -93.24% | $424,130 |
| LEXINFINTECH HOLDINGS LTD | LX | Financial Services | 0.41% | 181,697 | -213,001 | -53.97% | $396,099 |
Bright Valley Capital Ltd Options Holdings in Q1 2026