Filed: 2/12/2026ACC: 0001665751-26-000002
📋 What this filing means
BRILLIANCE ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $254.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$254.76M
Total AUM (reported)
7.37M
Total Shares
Allocation by class
COM SHS$104.92M41.2%
SPONSORED ADS$67.49M26.5%
COM$45.65M17.9%
ADR$36.71M14.4%
Portfolio Concentration
Top 3$211.78M83.1%
4–10$42.98M16.9%
Top 3 weight
83.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.37M
Sole
Full voting authority
7.37M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
AMER SPORTS INC
SOLEShares2.81M
TypeSH
Market value$104.92M
41.18%
Sole
2.81M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares595.17K
TypeSH
Market value$67.49M
26.49%
Sole
595.17K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares249.45K
TypeSH
Market value$39.38M
15.46%
Sole
249.45K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares79.46K
TypeSH
Market value$24.94M
9.79%
Sole
79.46K
Shared
0.00
None
0.00
LEXINFINTECH HLDGS LTD
SOLEShares3.60M
TypeSH
Market value$11.78M
4.62%
Sole
3.60M
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares36.13K
TypeSH
Market value$6.27M
2.46%
Sole
36.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMER SPORTS INCSOLE | COM SHS | 2.81M | SH | $104.92M 41.18% | 2.81M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 595.17K | SH | $67.49M 26.49% | 595.17K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 249.45K | SH | $39.38M 15.46% | 249.45K | 0.00 | 0.00 |
ALPHABET INCSOLE | ADR | 79.46K | SH | $24.94M 9.79% | 79.46K | 0.00 | 0.00 |
LEXINFINTECH HLDGS LTDSOLE | ADR | 3.60M | SH | $11.78M 4.62% | 3.60M | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 36.13K | SH | $6.27M 2.46% | 36.13K | 0.00 | 0.00 |