BRIGHT VALLEY CAPITAL Ltd — 13F holdings

BRIGHT VALLEY CAPITAL Ltd reported 21 holdings worth $626M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. INTC INTEL CORP — $268M (42.8%)
2. SOXX ISHARES TR — $60.2M (9.6%)
3. QQQ Invesco Qqq Tr — $51.5M (8.2%)
4. NVDA NVIDIA CORPORATION — $40.0M (6.4%)
5. ATAT ATOUR LIFESTYLE HLDGS LTD — $32.4M (5.2%)
6. NFLX NETFLIX INC — $32.1M (5.1%)
7. SNDK SANDISK CORP — $27.7M (4.4%)
8. PDD PDD HOLDINGS INC — $22.5M (3.6%)
9. DRAM ROUNDHILL ETF TRUST — $18.5M (2.9%)
10. ACMR ACM RESH INC — $15.0M (2.4%)