BRILLIANCE ASSET MANAGEMENT LTD

ADMIRALTY, HONG KONG, K3 · CIK 1665751 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2016 · corporation

As an employer

$339.3m reported value +0.1% vs Q1 2026

11positions

98.9%in top 10

2 new 5 added 3 reduced 7 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	1,562,304	$119.2m35.12%	35.12%	Added +857.8k	+857,815 121.8%
2	FULL TRUCK ALLIANCE CO LTD SPONSORED ADS YMM	YMM	10,127,735	$82.2m24.23%	24.23%	Added +3.6m	+3,605,355 55.3%
3	KANZHUN LIMITED SPONSORED ADS BZ	BZ	5,007,947	$64.5m18.99%	18.99%	Added +27.8k	+27,817 0.6%
4	META PLATFORMS INC CL A META	META	41,137	$23.2m6.83%	6.83%	New
5	TEXAS INSTRS INC COM TXN	TXN	34,511	$12.7m3.73%	3.73%	Reduced -11.4k	-11,395 -24.8%
6	AMAZON COM INC COM AMZN	AMZN	40,877	$9.7m2.87%	2.87%	Reduced -24.5k	-24,539 -37.5%
7	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	17,771	$8.5m2.50%	2.50%	Added +9.8k	+9,762 121.9%
8	LEXINFINTECH HLDGS LTD ADR LX	LX	3,800,265	$7.5m2.21%	2.21%	Unchanged
9	NVIDIA CORPORATION COM NVDA	NVDA	18,206	$4.1m1.20%	1.20%	Reduced -19.6k	-19,604 -51.9%
10	KASPI KZ JSC SPONSORED ADS KSPI	KSPI	46,855	$4.1m1.20%	1.20%	New
11	TRIP COM GROUP LTD ADS TCOM	TCOM	95,211	$3.8m1.12%	1.12%	Added +5.4k	+5,373 6.0%

Security	Ticker	Shares held before	Value then
ONTO INNOVATION INC ONTO	ONTO	193,838	$39.8m193.8k shares
AMER SPORTS INC AS	AS	1,000,334	$32.9m1.0m shares
ALPHABET INC GOOG	GOOG	64,476	$18.5m64.5k shares
FUTU HLDGS LTD FUTU	FUTU	41,607	$5.7m41.6k shares
ZTO EXPRESS CAYMAN INC ZTO	ZTO	112,444	$2.8m112.4k shares
UNITY SOFTWARE INC U	U	73,389	$1.6m73.4k shares
ALIBABA GROUP HLDG LTD BABA	BABA	2,754	$345.5k2.8k shares