Brilliance Asset Management Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$339.1M
Q ending 2026-03-31
Prior quarter
$254.8M
Q ending 2025-12-31
Change
+33.1% QoQ · +12.1% YoY
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Pdd Holdings Inc | PDD | Shares | $72.0M | 704K |
| Kanzhun Limited | BZ | Shares | $66.7M | 5.0M |
| Full Truck Alliance Co Ltd | YMM | Shares | $54.1M | 6.5M |
| Onto Innovation Inc | ONTO | Shares | $39.8M | 194K |
| Amer Sports Inc | Shares | $32.9M | 1.0M | |
| Alphabet Inc | GOOG | Shares | $18.5M | 64K |
| Amazon Com Inc | AMZN | Shares | $13.6M | 65K |
| Texas Instrs Inc | TXN | Shares | $8.9M | 46K |
| Lexinfintech Hldgs Ltd | LX | Shares | $8.3M | 3.8M |
| Nvidia Corporation | NVDA | Shares | $6.6M | 38K |
| Futu Hldgs Ltd | FUTU | Shares | $5.7M | 42K |
| Trip Com Group Ltd | TCOM | Shares | $4.5M | 90K |
| Zto Express Cayman In | ZTO | Shares | $2.8M | 112K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $2.7M | 8K |
| Unity Software Inc | U | Shares | $1.6M | 73K |
| Alibaba Group Hldg Ltd | BABA | Shares | $346K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.