Filed: 8/12/2026ACC: 0001665751-26-000005
📋 What this filing means
BRILLIANCE ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $339.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$339.34M
Total AUM (reported)
20.79M
Total Shares
Allocation by class
SPONSORED ADS$213.96M63.0%
ADR$71.94M21.2%
COM$26.48M7.8%
CL A$23.17M6.8%
ADS$3.79M1.1%
Portfolio Concentration
Top 3$265.86M78.3%
4–10$69.69M20.5%
11–25$3.79M1.1%
Top 3 weight
78.3%
Top 10 weight
98.9%
Voting Authority Distribution
Total shares with voting rights: 20.79M
Sole
Full voting authority
20.79M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
PDD HOLDINGS INC
SOLEShares1.56M
TypeSH
Market value$119.17M
35.12%
Sole
1.56M
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares10.13M
TypeSH
Market value$82.24M
24.23%
Sole
10.13M
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares5.01M
TypeSH
Market value$64.45M
18.99%
Sole
5.01M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares41.14K
TypeSH
Market value$23.17M
6.83%
Sole
41.14K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares34.51K
TypeSH
Market value$12.66M
3.73%
Sole
34.51K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares40.88K
TypeSH
Market value$9.74M
2.87%
Sole
40.88K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares17.77K
TypeSH
Market value$8.49M
2.50%
Sole
17.77K
Shared
0.00
None
0.00
LEXINFINTECH HLDGS LTD
SOLEShares3.80M
TypeSH
Market value$7.49M
2.21%
Sole
3.80M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares18.21K
TypeSH
Market value$4.08M
1.20%
Sole
18.21K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares46.85K
TypeSH
Market value$4.06M
1.20%
Sole
46.85K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares95.21K
TypeSH
Market value$3.79M
1.12%
Sole
95.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PDD HOLDINGS INCSOLE | SPONSORED ADS | 1.56M | SH | $119.17M 35.12% | 1.56M | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 10.13M | SH | $82.24M 24.23% | 10.13M | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | ADR | 5.01M | SH | $64.45M 18.99% | 5.01M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 41.14K | SH | $23.17M 6.83% | 41.14K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 34.51K | SH | $12.66M 3.73% | 34.51K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 40.88K | SH | $9.74M 2.87% | 40.88K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 17.77K | SH | $8.49M 2.50% | 17.77K | 0.00 | 0.00 |
LEXINFINTECH HLDGS LTDSOLE | ADR | 3.80M | SH | $7.49M 2.21% | 3.80M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.21K | SH | $4.08M 1.20% | 18.21K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 46.85K | SH | $4.06M 1.20% | 46.85K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 95.21K | SH | $3.79M 1.12% | 95.21K | 0.00 | 0.00 |