13F

Investor

BRIGHT VALLEY CAPITAL Ltd

CIK 0001965546 · filed 2026-05-13 · SEC filing

13F book

$153.4M

Positions

11

4 new · 6 sold

Largest name

18.2%

Vipshop Hldgs Ltd

Est. mark

−$2.46M

Price effect on 7 names still held. Flow −$48.2M.
NameTickerSharesValueWeightEst. markChange
Vipshop Hldgs Ltd1.77M$27.9M18.2%−$582.7KAdded$22.7M
Intel CorpINTC431K$19M12.4%$2.1MAdded$8.28M
JOYY Inc.JOYY309.8K$18.1M11.8%−$1.97MCut−$3.84M
New Oriental Ed & Technology175.8K$9.95M6.5%$281.2KCut−$19M
Spdr Gold Tr16K$6.88M4.5%New
Douyu Intl Hldgs Ltd1.33M$6.7M4.4%−$1.97MAdded−$832.4K
Staar Surgical CoSTAA272K$5.09M3.3%New
Lumentum Hldgs Inc2.3K$1.62M1.1%New
Dingdong (Cayman) LtdDDL266.8K$685.6K0.4%New
Full Truck Alliance Co. Ltd.YMM51.1K$424.1K0.3%−$124.2KCut−$7.69M
Lexinfintech Hldgs Ltd181.7K$396.1K0.3%−$198KCut−$894.6K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.