BRILLIANCE ASSET MANAGEMENT LTD
CIK 0001665751 · ADMIRALTY, HONG KONG, K3 · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$339.3M
2026 Q2
Positions
11
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
98.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
PDD
PDD HOLDINGS INC
35.1%
YMM
FULL TRUCK ALLIANCE CO LTD
24.2%
BZ
KANZHUN LIMITED
19.0%
META
META PLATFORMS INC
6.8%
TXN
TEXAS INSTRS INC
3.7%
AMZN
AMAZON COM INC
2.9%
TSM
TAIWAN SEMICONDUCTOR MFG LTD
2.5%
LX
LEXINFINTECH HLDGS LTD
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.