Brilliance Asset Management Ltd 13F Holdings · Q2 2026
Brilliance Asset Management Ltd reported 11 securities worth $339.34M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PDD (35.12%), YMM (24.23%), BZ (18.99%). Among its top 25 positions this quarter: 2 new, 5 added, 3 trimmed, 7 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $119.2M | 35.12% | 1.6M | Added |
| 2 | YMM | FULL TRUCK ALLIANCE CO LTD | $82.2M | 24.23% | 10.1M | Added |
| 3 | BZ | KANZHUN LIMITED | $64.5M | 18.99% | 5.0M | Added |
| 4 | META | META PLATFORMS INC | $23.2M | 6.83% | 41,137 | New |
| 5 | TXN | TEXAS INSTRS INC | $12.7M | 3.73% | 34,511 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $9.7M | 2.87% | 40,877 | Trimmed |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $8.5M | 2.50% | 17,771 | Added |
| 8 | LX | LEXINFINTECH HLDGS LTD | $7.5M | 2.21% | 3.8M | Hold |
| 9 | KSPI | KASPI KZ JSC | $4.1M | 1.20% | 46,855 | New |
| 10 | NVDA | NVIDIA CORPORATION | $4.1M | 1.20% | 18,206 | Trimmed |
| 11 | TCOM | TRIP COM GROUP LTD | $3.8M | 1.12% | 95,211 | Added |
| 12 | AS | AMER SPORTS INC | $0 | 0.00% | 0 | Exited |
| 13 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | Exited |
| 14 | FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | Exited |
| 15 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 16 | ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | Exited |
| 17 | U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | Exited |
| 18 | ZTO | ZTO EXPRESS CAYMAN IN | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR