BRILLIANCE ASSET MANAGEMENT LTD
Top Portfolio Positions
15 positions ·
$320,556,487 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
704,489 | $71,984,686 | 22.46% | |
| BZ |
Kanzhun Ltd
Communication Services
|
4,980,130 | $66,683,940 | 20.80% | |
| YMM |
Full Truck Alliance Co. Ltd.
Technology
|
6,522,380 | $54,135,754 | 16.89% | |
| ONTO |
Onto Innovation Inc.
Technology
|
193,838 | $39,750,358 | 12.40% | |
| AS |
Amer Sports, Inc.
Consumer Cyclical
|
1,000,334 | $32,930,995 | 10.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
65,416 | $13,624,190 | 4.25% | |
| TXN |
Texas Instruments Inc
Technology
|
45,906 | $8,912,190 | 2.78% | |
| LX |
LexinFintech Holdings Ltd.
Financial Services
|
3,800,265 | $8,284,577 | 2.58% | |
| NVDA |
Nvidia Corp
Technology
|
37,810 | $6,594,064 | 2.06% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
41,607 | $5,690,173 | 1.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in YMM
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,135,754 | 6,522,380 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $33,627,038 | 2,847,336 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $38,532,900 | 3,017,455 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $45,374,535 | 4,193,580 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $29,187,498 | 3,239,456 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,449,317 | 4,284,741 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $22,832,082 | 3,140,589 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||