Holders — by stockHoldings — by fund
BRILLIANCE ASSET MANAGEMENT LTD
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001665751
$339.3M
disclosed book value
11
positions
35.1%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PDDPDD HOLDINGS INC | 1.6M | $119.2M | 35.1% |
| 2 | YMMFULL TRUCK ALLIANCE CO LTD | 10.1M | $82.2M | 24.2% |
| 3 | BZKANZHUN LIMITED | 5.0M | $64.5M | 19% |
| 4 | METAMETA PLATFORMS INC | 41,137 | $23.2M | 6.8% |
| 5 | TXNTEXAS INSTRS INC | 34,511 | $12.7M | 3.7% |
| 6 | AMZNAMAZON COM INC | 40,877 | $9.7M | 2.9% |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 17,771 | $8.5M | 2.5% |
| 8 | LXLEXINFINTECH HLDGS LTD | 3.8M | $7.5M | 2.2% |
| 9 | NVDANVIDIA CORPORATION | 18,206 | $4.1M | 1.2% |
| 10 | KSPIKASPI KZ JSC | 46,855 | $4.1M | 1.2% |
| 11 | TCOMTRIP COM GROUP LTD | 95,211 | $3.8M | 1.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.