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BRIGHT VALLEY CAPITAL Ltd

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13F filer, CIK 1965546, HONG KONG, Hong Kong

BRIGHT VALLEY CAPITAL Ltd reported $297,302,637 across 16 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 99.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965546-25-000003

Period
2025-03-31
Reported value
$297M
Holdings
16
Top 10 weight
99.57%
New
9
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ALIBABA GROUP HLDG LTDnew+600,000$79.3M
EDUnew+1,058,000$50.6M
JOYYadded+936,841$39.3M
INTCnew+690,200$15.7M
LXadded+1,315,208$13.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MOMOreduced-4,645,178-$29.3M
IBITreduced-475,000-$22.2M
DOYUreduced-477,512-$3.57M
BABAexited-41,700-$3.54M
VIPSreduced-206,000-$3.23M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001965546-25-000003, largest first. % of portfolio is the value over $297,302,637, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ALIBABA GROUP HLDG LTDALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600,000 shares 600,000$79.3M26.69%new
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,631 shares; 2024Q4: 376,000 shares; 2025Q1: 1,312,841 shares 1,312,841$55.1M18.54%+936,841Timeline
LXLEXINFINTECH HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,990,000 shares; 2025Q1: 5,305,208 shares 5,305,208$53.5M18.01%+1,315,208Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,058,000 shares 1,058,000$50.6M17.01%newTimeline
RLXRLX TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,933,732 shares; 2025Q1: 9,605,371 shares 9,605,371$18.1M6.07%+671,639Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,400 shares; 2024Q4: not reported; 2025Q1: 690,200 shares 690,200$15.7M5.27%newTimeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300,000 shares 300,000$8.51M2.86%newTimeline
DOYUDOUYU INTL HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285,233 shares; 2024Q4: 1,576,000 shares; 2025Q1: 1,098,488 shares 1,098,488$8.21M2.76%-477,512Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 605,000 shares; 2025Q1: 130,000 shares 130,000$6.09M2.05%-475,000Timeline
HUYAHUYA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 287,400 shares 287,400$923K0.31%newTimeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,000 shares 22,000$814K0.27%newTimeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares 4,000$180K0.06%newTimeline
BROADCOM INCBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares 1,000$167K0.06%new
VIPSVIPSHOP HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220,000 shares; 2024Q4: 210,000 shares; 2025Q1: 4,000 shares 4,000$62.7K0.02%-206,000Timeline
MOMOHELLO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,270,201 shares; 2024Q4: 4,651,790 shares; 2025Q1: 6,612 shares 6,612$41.7K0.01%-4,645,178Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares 100$22.2K0.01%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ALIBABA GROUP HLDG LTDALIBABA GROUP HLDG LTD650,000$55.1Mcall
PDD HOLDINGS INCPDD HOLDINGS INC300,000$29.1Mcall
BABAALIBABA GROUP HLDG LTD41,700$3.54Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965546-25-000003 base2025-05-13acceptance time not in the bulk data set