§ 13F · FUND PROFILE
BRILLIANCE ASSET MANAGEMENT LTD.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $187M (13F)Positions · 7Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$159M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | 704K | $72M | 21.2% | +18% |
| 2 | BZ | KANZHUN LIMITED | 4.98M | $67M | 19.7% | NEW |
| 3 | YMM | FULL TRUCK ALLIANCE CO LTD | 6.52M | $54M | 16.0% | NEW |
| 4 | ONTO | ONTO INNOVATION INC | 194K | $40M | 11.7% | −22% |
| 5 | AS | AMER SPORTS INC | 1.00M | $33M | 9.7% | −64% |
| 6 | GOOG | ALPHABET INC | 64K | $18M | 5.5% | −19% |
| 7 | AMZN | AMAZON COM INC | 65K | $14M | 4.0% | NEW |
| 8 | TXN | TEXAS INSTRS INC | 46K | $9M | 2.6% | +27% |
| 9 | LX | LEXINFINTECH HLDGS LTD | 3.80M | $8M | 2.4% | +6% |
| 10 | NVDA | NVIDIA CORPORATION | 38K | $7M | 1.9% | 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 $187 million in assets. The fund runs a focused portfolio of just 7 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed