Q4 2024 · 13F-HR
BRIGHT VALLEY CAPITAL Ltdholdings as filed
Filed 2025-02-14 · accession 0001849299-25-000001
$234.4M
Reported value
10
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 01609W902 | — | ALIBABA GROUP HOLDING LTD | $55.1M | 23.5% | 650,000 | CALL | SOLE |
| 423403104 | MOMO | HELLO GROUP INC | $35.9M | 15.3% | 4,651,790 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $32.1M | 13.7% | 605,000 | Common | SOLE |
| 722304902 | — | PDD HOLDINGS INC | $29.1M | 12.4% | 300,000 | CALL | SOLE |
| 528877103 | LX | LEXINFINTECH HOLDINGS LTD | $23.1M | 9.87% | 3,990,000 | Common | SOLE |
| 74969N103 | RLX | RLX TECHNOLOGY INC | $19.3M | 8.23% | 8,933,732 | Common | SOLE |
| 25985W204 | DOYU | DOUYU INTERNATIONAL HOLDINGS LTD | $17.7M | 7.54% | 1,576,000 | Common | SOLE |
| 46591M109 | JOYY | JOYY INC | $15.7M | 6.71% | 376,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HOLDING LTD | $3.5M | 1.51% | 41,700 | Common | SOLE |
| 92763W103 | VIPS | VIPSHOP HOLDINGS LTD | $2.8M | 1.21% | 210,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.