Bright Valley Capital as of Sept. 30, 2025
Portfolio Holdings for Bright Valley Capital
Bright Valley Capital holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Full Truck Alliance Sponsored Ads (YMM) | 19.8 | $33M | 2.6M | 12.97 | |
| H World Group Sponsored Ads (HTHT) | 18.4 | $31M | 793k | 39.11 | |
| Nvidia Corp option Put Option | 16.9 | $29M | 153k | 186.58 | |
| Lexinfintech Holdings Adr (LX) | 11.3 | $19M | 3.6M | 5.33 | |
| Joyy Ads Repstg Com A (JOYY) | 8.8 | $15M | 255k | 58.61 | |
| Baidu Sponsored Ads Call Option (BIDU) | 8.2 | $14M | 105k | 131.77 | |
| Douyu International Holdings Sponsored Ads A (DOYU) | 4.9 | $8.3M | 1.1M | 7.52 | |
| Atour Lifestyle Holdings Sponsored Ads (ATAT) | 4.3 | $7.2M | 192k | 37.59 | |
| Intel Corporation (INTC) | 3.8 | $6.4M | 192k | 33.55 | |
| Qfin Holdings American Dep (QFIN) | 2.3 | $3.9M | 135k | 28.78 | |
| Sprott Com New (SII) | 1.2 | $2.1M | 25k | 83.19 | |
| Finvolution Group Sponsored Ads (FINV) | 0.1 | $148k | 20k | 7.37 | |
| Huya Ads Rep Shs A (HUYA) | 0.0 | $5.7k | 1.7k | 3.33 |
