Institutional Fund
Brilliance Asset Management Ltd
Admiralty, Hong Kong, Hong KongCIK 16657515 filings on record
Portfolio Value
$339.05M
Q1 2026
Holdings
16
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+33.1%
from $254.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pdd Holdings Inc21.2%
- Kanzhun Limited19.7%
- Full Truck Alliance Co Ltd16.0%
- Onto Innovation Inc11.7%
- Amer Sports Inc9.7%
- Alphabet Inc5.5%
- Other16.2%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pdd Holdings Inc | 704.5K | $71.98M | 21.2% | +109.3K | Added |
| 2 | Kanzhun Limited | 4.98M | $66.68M | 19.7% | +4.98M | New |
| 3 | Full Truck Alliance Co Ltd | 6.52M | $54.14M | 16.0% | +6.52M | New |
| 4 | Onto Innovation Inc | 193.8K | $39.75M | 11.7% | −55.6K | Reduced |
| 5 | Amer Sports Inc | 1.00M | $32.93M | 9.7% | −1.81M | Reduced |
| 6 | Alphabet Inc | 64.5K | $18.50M | 5.5% | −15.0K | Reduced |
| 7 | Amazon Com Inc | 65.4K | $13.62M | 4.0% | +65.4K | New |
| 8 | Texas Instrs Inc | 45.9K | $8.91M | 2.6% | +9.8K | Added |
| 9 | Lexinfintech Hldgs Ltd | 3.80M | $8.28M | 2.4% | +198.7K | Added |
| 10 | Nvidia Corporation | 37.8K | $6.59M | 1.9% | +37.8K | New |
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