# BRILLIANCE ASSET MANAGEMENT LTD: Form 13F holdings

An institutional investment manager in ADMIRALTY, HONG KONG. SEC CIK 1665751.

- Quarter ended: 2026-06-30
- Filed: 2026-08-12
- Reported value: $339.3m
- Positions: 11 (11 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1665751/000166575126000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [PDD HOLDINGS INC (PDD)](/companies/pdd.md) | SPONSORED ADS | $119.2m | 35.1% | 1,562,304 |  | Added +857,815 |
| [FULL TRUCK ALLIANCE CO LTD (YMM)](/companies/ymm.md) | SPONSORED ADS | $82.2m | 24.2% | 10,127,735 |  | Added +3,605,355 |
| [KANZHUN LIMITED (BZ)](/companies/bz.md) | ADR | $64.5m | 19.0% | 5,007,947 |  | Added +27,817 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $23.2m | 6.8% | 41,137 |  | New +41,137 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $12.7m | 3.7% | 34,511 |  | Reduced −11,395 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $9.7m | 2.9% | 40,877 |  | Reduced −24,539 |
| [TAIWAN SEMICONDUCTOR MFG LTD (TSM)](/companies/tsm.md) | SPONSORED ADS | $8.5m | 2.5% | 17,771 |  | Added +9,762 |
| [LEXINFINTECH HLDGS LTD (LX)](/companies/lx.md) | ADR | $7.5m | 2.2% | 3,800,265 |  | Unchanged |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $4.1m | 1.2% | 18,206 |  | Reduced −19,604 |
| [KASPI KZ JSC (KSPI)](/companies/kspi.md) | SPONSORED ADS | $4.1m | 1.2% | 46,855 |  | New +46,855 |
| [TRIP COM GROUP LTD (TCOM)](/companies/tcom.md) | ADS | $3.8m | 1.1% | 95,211 |  | Added +5,373 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −2,754 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $0 | 0.0% | 0 |  | Sold out −64,476 |
| AMER SPORTS INC | COM SHS | $0 | 0.0% | 0 |  | Sold out −1,000,334 |
| [FUTU HLDGS LTD (FUTU)](/companies/futu.md) | SPON ADS CL A | $0 | 0.0% | 0 |  | Sold out −41,607 |
| [ONTO INNOVATION INC (ONTO)](/companies/onto.md) | COM | $0 | 0.0% | 0 |  | Sold out −193,838 |
| [UNITY SOFTWARE INC (U)](/companies/u.md) | COM | $0 | 0.0% | 0 |  | Sold out −73,389 |
| [ZTO EXPRESS CAYMAN IN (ZTO)](/companies/zto.md) | SPONSORED ADS A | $0 | 0.0% | 0 |  | Sold out −112,444 |

Source: SEC EDGAR, Form 13F-HR, accession 0001665751-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.