13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001965546
Total reported value
$626.0M
$626.0M
11 檔
11.5%
At the close of Q2 2024, BRIGHT VALLEY CAPITAL Ltd disclosed equity holdings valued at approximately $626.0M, spread across 11 reported holdings.
During Q2 2024, BRIGHT VALLEY CAPITAL Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOMO | Hello Group Inc -spn Adr | Stock-Other | 25.44% | — | — | |
| 2 | ✓ | Alibaba Group Hldg Ordf | Stock-Other | 21.25% | — | +2516.00% | |
| 3 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 19.12% | -3.74% | -55.01% | |
| 4 | HUYA | Huya Inc-adr | Stock-Other | 8.66% | — | -56.84% | |
| 5 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 6.74% | — | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 6.53% | — | — | |
| 7 | DOYU | Douyu International Hold-adr | Stock-Other | 4.60% | -3.38% | +41.99% | |
| 8 | GOTU | Gaotu Techedu Inc | Stock-Other | 2.76% | — | — | |
| 9 | ✓ | Miniso Group Holdi Usd 0.00001 144a | Stock-Other | 2.13% | — | — | |
| 10 | RERE | Atrenew Inc | Stock-Other | 1.57% | — | — | |
| 11 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 1.19% | — | -81.46% |
According to official SEC Form 13F filings, BRIGHT VALLEY CAPITAL Ltd reported a total U.S. public equity portfolio value of $626.0M across 11 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MOMO, ALIBABA GROUP HLDG ORDF, PDD) accounted for 11.5% of total reported equity market value during Q2 2024.
During Q2 2024, BRIGHT VALLEY CAPITAL Ltd's top holdings by market value included MOMO (25.4%)、ALIBABA GROUP HLDG ORDF (21.3%)、PDD (19.1%). The largest single position, MOMO, represented 25.4% of total portfolio value.
In Q2 2024, BRIGHT VALLEY CAPITAL Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.