BRIGHT VALLEY CAPITAL Ltd

HONG KONG, K3 · CIK 1965546 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHong Kong

$348.7m reported value +260.4% vs Q1 2026

11positions

100.0%in top 10

7 new 1 added 2 reduced 7 sold out vs Q1 2026

Options: 5 call positions ($91.5m notional), 5 put positions ($185.8m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INTEL CORP COM INTC	INTC	1,567,500	$218.9m62.77%	62.77%	Added +1.1m	+1,136,500 263.7%
2	ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS ATAT	ATAT	1,017,508	$32.4m9.28%	9.28%	New
3	SANDISK CORP COM SNDK	SNDK	12,200	$27.7m7.96%	7.96%	New
4	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	250,000	$18.5m5.30%	5.30%	New
5	ACM RESH INC COM CL A ACMR	ACMR	118,000	$15.0m4.29%	4.29%	New
6	JOYY INC ADS REPSTG COM A JOYY	JOYY	198,000	$13.1m3.75%	3.75%	Reduced -111.8k	-111,800 -36.1%
7	FUTU HLDGS LTD SPON ADS CL A FUTU	FUTU	81,500	$7.6m2.19%	2.19%	New
8	VIPSHOP HLDGS LTD SPONSORED ADS A VIPS	VIPS	480,000	$6.4m1.83%	1.83%	Reduced -1.3m	-1,294,290 -73.0%
9	DOUYU INTL HLDGS LTD SPONSORED ADS DOYU	DOYU	1,334,229	$6.2m1.78%	1.78%	Unchanged
10	NOKIA CORP SPONSORED ADR NOK	NOK	223,500	$3.0m0.85%	0.85%	New
11	FINVOLUTION GROUP SPONSORED ADS FINV	FINV	3,169	$15.2k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NEW ORIENTAL ED & TECHNOLOGY EDU	EDU	175,750	$10.0m175.8k shares
SPDR GOLD TR GLD	GLD	16,000	$6.9m16.0k shares
STAAR SURGICAL CO STAA	STAA	271,965	$5.1m272.0k shares
LUMENTUM HLDGS INC LITE	LITE	2,300	$1.6m2.3k shares
DINGDONG CAYMAN LTD DDL	DDL	266,760	$685.6k266.8k shares
FULL TRUCK ALLIANCE CO LTD YMM	YMM	51,100	$424.1k51.1k shares
LEXINFINTECH HLDGS LTD LX	LX	181,697	$396.1k181.7k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES TR SOXX · Put	SOXX	Put	94,000	$60.2m94.0k shares	New
INVESCO QQQ TR QQQ · Put	QQQ	Put	70,000	$51.5m70.0k shares	New
INTEL CORP INTC · Call	INTC	Call	350,000	$48.9m350.0k shares	Reduced
NVIDIA CORPORATION NVDA · Put	NVDA	Put	200,000	$40.0m200.0k shares	New
NETFLIX INC NFLX · Put	NFLX	Put	450,000	$32.1m450.0k shares	New
PDD HOLDINGS INC PDD · Call	PDD	Call	295,000	$22.5m295.0k shares	Added
APPLIED MATLS INC AMAT · Call	AMAT	Call	18,000	$13.0m18.0k shares	New
NETEASE INC NTES · Call	NTES	Call	50,000	$6.4m50.0k shares	New
MICROSOFT CORP MSFT · Put	MSFT	Put	5,000	$1.9m5.0k shares	New
FUTU HLDGS LTD FUTU · Call	FUTU	Call	8,000	$749.9k8.0k shares	New