§ 13F · FUND PROFILE
BRILLIANCE ASSET MANAGEMENT LTD.
AUM · $339M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | 1.56M | $119M | 35.1% | +122% |
| 2 | YMM | FULL TRUCK ALLIANCE CO LTD | 10.13M | $82M | 24.2% | +55% |
| 3 | BZ | KANZHUN LIMITED | 5.01M | $64M | 19.0% | +1% |
| 4 | META | META PLATFORMS INC | 41K | $23M | 6.8% | NEW |
| 5 | TXN | TEXAS INSTRS INC | 35K | $13M | 3.7% | −25% |
| 6 | AMZN | AMAZON COM INC | 41K | $10M | 2.9% | −38% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 18K | $8M | 2.5% | +122% |
| 8 | LX | LEXINFINTECH HLDGS LTD | 3.80M | $7M | 2.2% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 18K | $4M | 1.2% | −52% |
| 10 | KSPI | KASPI KZ JSC | 47K | $4M | 1.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRILLIANCE SIGNAL
AC read
BRILLIANCE ASSET MANAGEMENT LTD is a Other fund managing $339 million in assets. The fund runs a focused portfolio of just 11 positions.
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