Brilliance Asset Management Ltd
Net seller this quarter
$339M
11
-$24.8M
98.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PDD | $119M | 35.12% | 0.03% | +121.8% | Q4 2019 |
 YMM | $82.2M | 24.23% | Not reported | +55.3% | Q1 2024 |
 BZ | $64.5M | 18.99% | 5.00% | +0.6% | Q3 2021 |
 META | $23.2M | 6.83% | Not reported | New | Q2 2026 |
 TXN | $12.7M | 3.73% | 0.00% | -24.8% | Q4 2025 |
 AMZN | $9.74M | 2.87% | 0.00% | -37.5% | Q1 2026 |
 TSM | $8.49M | 2.50% | 0.00% | +121.9% | Q2 2020 |
 LX | $7.49M | 2.21% | Not reported | Not reported | Q2 2025 |
 NVDA | $4.08M | 1.20% | 0.00% | -51.9% | Q2 2020 |
 KSPI | $4.06M | 1.20% | 0.02% | New | Q2 2026 |
 TCOM | $3.79M | 1.12% | 0.01% | +6.0% | Q4 2022 |
| Q1 2026 | |||||
| PDD | $72M | 21.23% | 0.01% | +18.4% | Q4 2019 |
| BZ | $66.7M | 19.67% | 4.98% | Not reported | Q3 2021 |
| YMM | $54.1M | 15.97% | Not reported | Not reported | Q1 2024 |
 ONTO | $39.8M | 11.72% | 0.39% | -22.3% | Q3 2025 |
 AS | $32.9M | 9.71% | 0.18% | -64.4% | Q1 2024 |
 GOOG | $18.5M | 5.46% | Not reported | -18.9% | Q1 2025 |
| AMZN | $13.6M | 4.02% | 0.00% | New | Q1 2026 |
| TXN | $8.91M | 2.63% | 0.01% | +27.1% | Q4 2025 |
| LX | $8.28M | 2.44% | Not reported | +5.5% | Q2 2025 |
| NVDA | $6.59M | 1.94% | 0.00% | Not reported | Q2 2020 |
 FUTU | $5.69M | 1.68% | 0.01% | Not reported | Q2 2024 |
| TCOM | $4.47M | 1.32% | 0.01% | Not reported | Q4 2022 |
 ZTO | $2.83M | 0.83% | 0.01% | Not reported | Q1 2018 |
| TSM | $2.71M | 0.80% | 0.00% | Not reported | Q2 2020 |
 U | $1.61M | 0.47% | 0.02% | New | Q1 2026 |
 BABA | $346K | 0.10% | 0.00% | Not reported | Q4 2016 |
| Q4 2025 | |||||
| AS | $105M | 41.18% | 0.50% | +164.9% | Q1 2024 |
| PDD | $67.5M | 26.49% | 0.01% | Not reported | Q4 2019 |
| ONTO | $39.4M | 15.46% | 0.51% | +14.1% | Q3 2025 |
| GOOG | $24.9M | 9.79% | Not reported | -58.2% | Q1 2025 |
| LX | $11.8M | 4.62% | Not reported | +24.2% | Q2 2025 |
| TXN | $6.27M | 2.46% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| GOOG | $46.3M | 24.69% | Not reported | Not reported | Q1 2025 |
 LI | $45.2M | 24.08% | 0.09% | +524.3% | Q3 2021 |
| AS | $36.8M | 19.65% | 0.19% | +31.6% | Q1 2024 |
| ONTO | $28.2M | 15.07% | 0.45% | New | Q3 2025 |
| LX | $15.5M | 8.24% | Not reported | +344.0% | Q2 2025 |
 EDU | $13M | 6.92% | 0.02% | -75.9% | Q4 2016 |
| NVDA | $2.5M | 1.33% | 0.00% | Not reported | Q2 2020 |