Bright Valley Capital’s JOYY Inc JOYY Stock Holding History

Bright Valley Capital’s Portfolio JOYY Stock Details JOYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1M	Sell	198,000 -111,800	-36%	-$6.95M	2.09%	12
2026 Q1	$18.1M	Sell	309,800 -28,900	-9%	-$1.83M	11.79%	4
2025 Q4	$21.9M	Buy	338,700 +83,700	+33%	+$5.11M	8.15%	6
2025 Q3	$14.9M	Sell	255,000 -730,090	-74%	-$40.1M	8.85%	5
2025 Q2	$50.2M	Sell	985,090 -327,751	-25%	-$14.5M	35.43%	1
2025 Q1	$55.1M	Buy	1,312,841 +936,841	+249%	+$42.1M	18.54%	2
2024 Q4	$15.7M	Buy	376,000 +119,369	+47%	+$4.38M	6.71%	8
2024 Q3	$9.3M	Buy	+256,631	New	+$8.84M	7.28%	5
2024 Q1	–	Sell	-15,662	Closed	-$622K	–	12
2023 Q4	$622K	Buy	+15,662	New	+$623K	0.49%	8

Other funds holding JOYY

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

MAMHA

MY.Alpha Management HK Advisors Hong Kong $260M AUM 108.9% 1-Year Est. Return

Bright Valley Capital's JOYY Position: Q2 2026 in Review

Bright Valley Capital reduced its JOYY Inc (JOYY) stake by 36% in Q2 2026, selling an estimated $6.95M and leaving 198,000 shares worth $13.1M. The position accounts for 2.09% of the portfolio, ranked #12.

Bright Valley Capital first reported a position in JOYY in Q4 2023 and has held it in 9 quarters since. The position peaked at $55.1M in Q1 2025. 191 funds tracked by Wall St. Rank hold JOYY as of Q2 2026.

Bright Valley Capital held 198,000 shares of JOYY Inc worth $13.1M as of Q2 2026.
Bright Valley Capital sold 111,800 JOYY Inc shares in Q2 2026, an estimated $6.95M.
JOYY Inc made up 2.09% of Bright Valley Capital's portfolio in Q2 2026, its #12 holding.
Bright Valley Capital first reported a position in JOYY Inc in Q4 2023 and has held it in 9 quarters since.
Bright Valley Capital's JOYY Inc position peaked at $55.1M in Q1 2025.
191 funds tracked by Wall St. Rank held JOYY Inc as of Q2 2026.

Based on Bright Valley Capital's 13F filing for Q2 2026, filed 13 Aug 2026.