Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRILLIANCE ASSET MANAGEMENT LTD (CIK 1665751) reported $339.1M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PDD ($72.0M, 21.23%), BZ ($66.7M, 19.67%), YMM ($54.1M, 15.97%), ONTO ($39.8M, 11.72%), AS ($32.9M, 9.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $72.0M | 21.23% | 704,489 | Added |
| 2 | BZ | KANZHUN LIMITED | $66.7M | 19.67% | 5.0M | New |
| 3 | YMM | FULL TRUCK ALLIANCE CO LTD | $54.1M | 15.97% | 6.5M | New |
| 4 | ONTO | ONTO INNOVATION INC | $39.8M | 11.72% | 193,838 | Trimmed |
| 5 | AS | AMER SPORTS INC | $32.9M | 9.71% | 1.0M | Trimmed |
| 6 | GOOG | ALPHABET INC | $18.5M | 5.46% | 64,476 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $13.6M | 4.02% | 65,416 | New |
| 8 | TXN | TEXAS INSTRS INC | $8.9M | 2.63% | 45,906 | Added |
| 9 | LX | LEXINFINTECH HLDGS LTD | $8.3M | 2.44% | 3.8M | Added |
| 10 | NVDA | NVIDIA CORPORATION | $6.6M | 1.94% | 37,810 | New |
| 11 | FUTU | FUTU HLDGS LTD | $5.7M | 1.68% | 41,607 | New |
| 12 | TCOM | TRIP COM GROUP LTD | $4.5M | 1.32% | 89,838 | New |
| 13 | ZTO | ZTO EXPRESS CAYMAN IN | $2.8M | 0.83% | 112,444 | New |
| 14 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.7M | 0.80% | 8,009 | New |
| 15 | U | UNITY SOFTWARE INC | $1.6M | 0.47% | 73,389 | New |
| 16 | BABA | ALIBABA GROUP HLDG LTD | $345,517 | 0.10% | 2,754 | New |
Source: SEC Form 13F filings · as of 2026-03-31