BRIGHT VALLEY CAPITAL Ltd
Top Portfolio Positions
8 positions ·
$201,038,939 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| INTC |
Intel Corp
Technology
|
2,816,000 | $103,910,400 | 51.69% |
| NVDA |
Nvidia Corp
Technology
|
153,000 | $28,534,500 | 14.19% |
| HTHT |
H World Group Ltd
Consumer Cyclical
|
536,000 | $25,218,800 | 12.54% |
| ATAT |
Atour Lifestyle Holdings Ltd
Consumer Cyclical
|
597,500 | $23,541,500 | 11.71% |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
72,600 | $8,232,114 | 4.09% |
| YMM |
Full Truck Alliance Co. Ltd.
Technology
|
755,876 | $8,110,549 | 4.03% |
| FUTU |
Futu Holdings Ltd
Financial Services
|
13,400 | $2,200,414 | 1.09% |
| LX |
LexinFintech Holdings Ltd.
Financial Services
|
394,698 | $1,290,662 | 0.64% |
Portfolio Trend
Holdings in LX
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,290,662 | 394,698 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,072,818 | 3,578,390 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,860,280 | 3,586,724 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $53,529,548 | 5,305,208 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,142,000 | 3,990,000 | Shares | Sole | 2025-02-14 | |
| No quarters match your search. | ||||||