Filed: 5/12/2026ACC: 0001665751-26-000003
📋 What this filing means
BRILLIANCE ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $339.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$339.05M
Total AUM (reported)
17.74M
Total Shares
Allocation by class
SPONSORED ADS$195.86M57.8%
COM$70.49M20.8%
COM SHS$32.93M9.7%
CAP STK CL C$18.50M5.5%
ADR$8.28M2.4%
SPON ADS CL A$5.69M1.7%
ADS$4.47M1.3%
Portfolio Concentration
Top 3$192.80M56.9%
4–10$128.59M37.9%
11–25$17.66M5.2%
Top 3 weight
56.9%
Top 10 weight
94.8%
Voting Authority Distribution
Total shares with voting rights: 17.74M
Sole
Full voting authority
17.74M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
PDD HOLDINGS INC
SOLEShares704.49K
TypeSH
Market value$71.98M
21.23%
Sole
704.49K
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares4.98M
TypeSH
Market value$66.68M
19.67%
Sole
4.98M
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares6.52M
TypeSH
Market value$54.14M
15.97%
Sole
6.52M
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares193.84K
TypeSH
Market value$39.75M
11.72%
Sole
193.84K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares1M
TypeSH
Market value$32.93M
9.71%
Sole
1M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares64.48K
TypeSH
Market value$18.50M
5.46%
Sole
64.48K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares65.42K
TypeSH
Market value$13.62M
4.02%
Sole
65.42K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares45.91K
TypeSH
Market value$8.91M
2.63%
Sole
45.91K
Shared
0.00
None
0.00
LEXINFINTECH HLDGS LTD
SOLEShares3.80M
TypeSH
Market value$8.28M
2.44%
Sole
3.80M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares37.81K
TypeSH
Market value$6.59M
1.94%
Sole
37.81K
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares41.61K
TypeSH
Market value$5.69M
1.68%
Sole
41.61K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares89.84K
TypeSH
Market value$4.47M
1.32%
Sole
89.84K
Shared
0.00
None
0.00
ZTO EXPRESS CAYMAN IN
SOLEShares112.44K
TypeSH
Market value$2.83M
0.83%
Sole
112.44K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares8.01K
TypeSH
Market value$2.71M
0.80%
Sole
8.01K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares73.39K
TypeSH
Market value$1.61M
0.47%
Sole
73.39K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares2.75K
TypeSH
Market value$345.5K
0.10%
Sole
2.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PDD HOLDINGS INCSOLE | SPONSORED ADS | 704.49K | SH | $71.98M 21.23% | 704.49K | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 4.98M | SH | $66.68M 19.67% | 4.98M | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 6.52M | SH | $54.14M 15.97% | 6.52M | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 193.84K | SH | $39.75M 11.72% | 193.84K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 1M | SH | $32.93M 9.71% | 1M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 64.48K | SH | $18.50M 5.46% | 64.48K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 65.42K | SH | $13.62M 4.02% | 65.42K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 45.91K | SH | $8.91M 2.63% | 45.91K | 0.00 | 0.00 |
LEXINFINTECH HLDGS LTDSOLE | ADR | 3.80M | SH | $8.28M 2.44% | 3.80M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 37.81K | SH | $6.59M 1.94% | 37.81K | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 41.61K | SH | $5.69M 1.68% | 41.61K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 89.84K | SH | $4.47M 1.32% | 89.84K | 0.00 | 0.00 |
ZTO EXPRESS CAYMAN INSOLE | SPONSORED ADS A | 112.44K | SH | $2.83M 0.83% | 112.44K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 8.01K | SH | $2.71M 0.80% | 8.01K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 73.39K | SH | $1.61M 0.47% | 73.39K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 2.75K | SH | $345.5K 0.10% | 2.75K | 0.00 | 0.00 |