BRIGHT VALLEY CAPITAL Ltd

CIK
1965546
City
HONG KONG
State / Country
K3

Top Portfolio Positions

12 positions · $153,437,876 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
INTC
Intel Corp
Technology
1,461,000 $64,473,930 42.02%
VIPS
Vipshop Holdings Ltd
Consumer Cyclical
1,774,290 $27,891,838 18.18%
JOYY
JOYY Inc.
Communication Services
309,800 $18,089,222 11.79%
PDD
PDD Holdings Inc.
Consumer Cyclical
110,000 $11,239,800 7.33%
EDU
New Oriental Education & Technology Group Inc.
Consumer Defensive
175,750 $9,952,722 6.49%
GLD
Spdr Gold Trust
16,000 $6,884,640 4.49%
DOYU
DouYu International Holdings Ltd
Communication Services
1,334,229 $6,697,829 4.37%
STAA
Staar Surgical Co
Healthcare
271,965 $5,085,745 3.31%
LITE
Lumentum Holdings Inc.
Technology
2,300 $1,616,348 1.05%
DDL
Dingdong (Cayman) Ltd
Consumer Defensive
266,760 $685,573 0.45%

Portfolio Trend

10 quarters · across all stocks

Holdings in DDL

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Report Date Value (USD) Shares
2026-03-31 $685,573 266,760