BRIGHT VALLEY CAPITAL Ltd: 13F holdings
CIK 19655462026Q2
| Positions | 19 |
|---|
| Reported value | $626.0m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 19 (+7 vs prior quarter) |
|---|
| Reported value | $626.0m (+308.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| INTC INTEL CORP | 1,567,500 | $218.9m | 35.0% |
| ATAT ATOUR LIFESTYLE HOLDINGS LTD | 1,017,508 | $32.4m | 5.2% |
| SNDK SANDISK CORP | 12,200 | $27.7m | 4.4% |
| DRAM ROUNDHILL ETF TRUST | 250,000 | $18.5m | 2.9% |
| ACMR ACM RESEARCH INC | 118,000 | $15.0m | 2.4% |
| JOYY JOYY INC | 198,000 | $13.1m | 2.1% |
| FUTU FUTU HOLDINGS LTD | 81,500 | $7.6m | 1.2% |
| VIPS VIPSHOP HOLDINGS LTD | 480,000 | $6.4m | 1.0% |
| DOUYU INTERNATIONAL HOLDINGS LTD | 1,334,229 | $6.2m | 1.0% |
| NOK NOKIA OYJ | 223,500 | $3.0m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965546")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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