Q1 2026 · 13F-HR
BRILLIANCE ASSET MANAGEMENT LTDholdings as filed
Filed 2026-05-12 · accession 0001665751-26-000003
$339.1M
Reported value
16
Positions
2026-03-31
Period end
The Brief · BRILLIANCE ASSET MANAGEMENT LTD · Q1 2026
AI · grounded in 13F
Brilliance Asset Management Ltd established a new position in Kanzhun Limited BZ valued at $66.7M. The fund also opened new stakes in Full Truck Alliance Co Ltd YMM for $54.1M and Amazon Com Inc AMZN for $13.6M. Conversely, the manager trimmed its holding in Amer Sports Inc AS by 64.4%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304102 | PDD | PDD HOLDINGS INC | $72.0M | 21.2% | 704,489 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $66.7M | 19.7% | 4,980,130 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $54.1M | 16.0% | 6,522,380 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $39.8M | 11.7% | 193,838 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $32.9M | 9.71% | 1,000,334 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $18.5M | 5.46% | 64,476 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $13.6M | 4.02% | 65,416 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $8.9M | 2.63% | 45,906 | Common | SOLE |
| 528877103 | LX | LEXINFINTECH HLDGS LTD | $8.3M | 2.44% | 3,800,265 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $6.6M | 1.94% | 37,810 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $5.7M | 1.68% | 41,607 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $4.5M | 1.32% | 89,838 | Common | SOLE |
| 98980A105 | ZTO | ZTO EXPRESS CAYMAN IN | $2.8M | 0.83% | 112,444 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.7M | 0.80% | 8,009 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $1.6M | 0.47% | 73,389 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $345,517 | 0.10% | 2,754 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.