Filed: 2/12/2026ACC: 0001965546-26-000002
📋 What this filing means
BRIGHT VALLEY CAPITAL LTD filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $269.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$269.16M
Total AUM (reported)
7.85M
Total Shares
Allocation by class
COM$132.44M49.2%
SPONSORED ADS$72.63M27.0%
SPON ADR$28.94M10.8%
ADS REPSTG COM A$21.93M8.1%
SPONSORED ADS A$5.23M1.9%
AMERICAN DEP$4.35M1.6%
SPON ADS CL A$2.20M0.8%
Portfolio Concentration
Top 3$161.39M60.0%
4–10$99.80M37.1%
11–25$7.97M3.0%
Top 3 weight
60.0%
Top 10 weight
97.0%
Voting Authority Distribution
Total shares with voting rights: 5.18M
Sole
Full voting authority
5.18M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
INTEL CORP
SOLEShares2.82M
TypeSH
Market value$103.91M
38.61%
Sole
291K
Shared
0.00
None
0.00
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC
SOLEShares525.96K
TypeSH
Market value$28.94M
10.75%
Sole
525.96K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares153K
TypeSH
Market value$28.53M
10.60%
Sole
0.00
Shared
0.00
None
0.00
H WORLD GROUP LTD
SOLEShares536K
TypeSH
Market value$25.22M
9.37%
Sole
536K
Shared
0.00
None
0.00
ATOUR LIFESTYLE HOLDINGS LTD
SOLEShares597.50K
TypeSH
Market value$23.54M
8.75%
Sole
597.50K
Shared
0.00
None
0.00
JOYY INC
SOLEShares338.70K
TypeSH
Market value$21.93M
8.15%
Sole
338.70K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares72.60K
TypeSH
Market value$8.23M
3.06%
Sole
72.60K
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares755.88K
TypeSH
Market value$8.11M
3.01%
Sole
755.88K
Shared
0.00
None
0.00
DOUYU INTERNATIONAL HOLDINGS LTD
SOLEShares1.11M
TypeSH
Market value$7.53M
2.80%
Sole
1.11M
Shared
0.00
None
0.00
VIPSHOP HOLDINGS LTD
SOLEShares295.79K
TypeSH
Market value$5.23M
1.94%
Sole
295.79K
Shared
0.00
None
0.00
QFIN HOLDINGS INC
SOLEShares225.50K
TypeSH
Market value$4.35M
1.61%
Sole
225.50K
Shared
0.00
None
0.00
FUTU HOLDINGS LTD
SOLEShares13.40K
TypeSH
Market value$2.20M
0.82%
Sole
13.40K
Shared
0.00
None
0.00
LEXINFINTECH HOLDINGS LTD
SOLEShares394.70K
TypeSH
Market value$1.29M
0.48%
Sole
394.70K
Shared
0.00
None
0.00
HELLO GROUP INC
SOLEShares20.60K
TypeSH
Market value$134.9K
0.05%
Sole
20.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTEL CORPSOLE | COM | 2.82M | SH | $103.91M 38.61% | 291K | 0.00 | 0.00 |
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INCSOLE | SPON ADR | 525.96K | SH | $28.94M 10.75% | 525.96K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 153K | SH | $28.53M 10.60% | 0.00 | 0.00 | 0.00 |
H WORLD GROUP LTDSOLE | SPONSORED ADS | 536K | SH | $25.22M 9.37% | 536K | 0.00 | 0.00 |
ATOUR LIFESTYLE HOLDINGS LTDSOLE | SPONSORED ADS | 597.50K | SH | $23.54M 8.75% | 597.50K | 0.00 | 0.00 |
JOYY INCSOLE | ADS REPSTG COM A | 338.70K | SH | $21.93M 8.15% | 338.70K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 72.60K | SH | $8.23M 3.06% | 72.60K | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 755.88K | SH | $8.11M 3.01% | 755.88K | 0.00 | 0.00 |
DOUYU INTERNATIONAL HOLDINGS LTDSOLE | SPONSORED ADS | 1.11M | SH | $7.53M 2.80% | 1.11M | 0.00 | 0.00 |
VIPSHOP HOLDINGS LTDSOLE | SPONSORED ADS A | 295.79K | SH | $5.23M 1.94% | 295.79K | 0.00 | 0.00 |
QFIN HOLDINGS INCSOLE | AMERICAN DEP | 225.50K | SH | $4.35M 1.61% | 225.50K | 0.00 | 0.00 |
FUTU HOLDINGS LTDSOLE | SPON ADS CL A | 13.40K | SH | $2.20M 0.82% | 13.40K | 0.00 | 0.00 |
LEXINFINTECH HOLDINGS LTDSOLE | ADR | 394.70K | SH | $1.29M 0.48% | 394.70K | 0.00 | 0.00 |
HELLO GROUP INCSOLE | ADS | 20.60K | SH | $134.9K 0.05% | 20.60K | 0.00 | 0.00 |