Q3 2025 · 13F-HR
BRIGHT VALLEY CAPITAL Ltdholdings as filed
Filed 2025-11-13 · accession 0001965546-25-000007
$168.9M
Reported value
13
Positions
2025-09-30
Period end
The Brief · BRIGHT VALLEY CAPITAL Ltd · Q3 2025
AI · grounded in 13F
BRIGHT VALLEY CAPITAL Ltd established a new position in FULL TRUCK ALLIANCE CO LTD YMM valued at $33.4M. The fund also initiated stakes in H WORLD GROUP LTD HTHT for $31M and NVIDIA CORP for $28.5M. Additional new positions include LEXINFINTECH HOLDINGS LTD LX at $19.1M and JOYY INC JOYY at $14.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $33.4M | 19.8% | 2,572,000 | Common | SOLE |
| 44332N106 | HTHT | H WORLD GROUP LTD | $31.0M | 18.4% | 793,000 | Common | SOLE |
| 67066G954 | NVDA | NVIDIA CORP | $28.5M | 16.9% | 153,000 | PUT | SOLE |
| 528877103 | LX | LEXINFINTECH HOLDINGS LTD | $19.1M | 11.3% | 3,578,390 | Common | SOLE |
| 46591M109 | JOYY | JOYY INC | $14.9M | 8.85% | 255,000 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $13.8M | 8.19% | 105,000 | CALL | SOLE |
| 25985W204 | DOYU | DOUYU INTERNATIONAL HOLDINGS LTD | $8.3M | 4.93% | 1,107,389 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HOLDINGS LTD | $7.2M | 4.27% | 192,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $6.4M | 3.81% | 192,000 | Common | SOLE |
| 88557W101 | QFIN | QFIN HOLDINGS INC | $3.9M | 2.30% | 135,000 | Common | SOLE |
| 852066208 | SII | SPROTT INC | $2.1M | 1.23% | 25,000 | Common | SOLE |
| 31810T101 | FINV | FINVOLUTION GROUP | $147,990 | 0.09% | 20,080 | Common | SOLE |
| 44852D108 | HUYA | HUYA INC | $5,661 | 0.00% | 1,700 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.