Brilliance Asset Management Ltd Top Holdings and 13F Report (2026) About Brilliance Asset Management LtdInvestment ActivityBrilliance Asset Management Ltd has $339.34 million in total holdings as of June 30, 2026.Brilliance Asset Management Ltd owns shares of 11 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 37.48% of the portfolio was purchased this quarter.About 34.21% of the portfolio was sold this quarter.This quarter, Brilliance Asset Management Ltd has purchased 16 new stocks and bought additional shares in 5 stocks.Brilliance Asset Management Ltd sold shares of 3 stocks and completely divested from 7 stocks this quarter.Largest Holdings PDD $119,172,549Full Truck Alliance $82,237,208KANZHUN $64,452,278Meta Platforms $23,172,061Texas Instruments $12,664,994 Largest New Holdings this Quarter 30303M102 - Meta Platforms $23,172,061 Holding48581R205 - KASPI KZ JSC $4,059,517 Holding Largest Purchases this Quarter PDD 857,815 shares (about $65.43M)Full Truck Alliance 3,605,355 shares (about $29.28M)Meta Platforms 41,137 shares (about $23.17M)Taiwan Semiconductor Manufacturing 9,762 shares (about $4.66M)KASPI KZ JSC 46,855 shares (about $4.06M) Largest Sales this Quarter Amazon.com 24,539 shares (about $5.85M)NVIDIA 19,604 shares (about $4.39M)Texas Instruments 11,395 shares (about $4.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrilliance Asset Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPDDPDD$119,172,549$65,434,128 â–²121.8%1,562,30435.1%Consumer DiscretionaryYMMFull Truck Alliance$82,237,208$29,275,483 â–²55.3%10,127,73524.2%IndustrialsBZKANZHUN$64,452,278$358,005 â–²0.6%5,007,94719.0%IndustrialsMETAMeta Platforms$23,172,061$23,172,061 â–²New Holding41,1376.8%Communication ServicesTXNTexas Instruments$12,664,994$4,181,786 â–¼-24.8%34,5113.7%TechnologyAMZNAmazon.com$9,742,624$5,848,625 â–¼-37.5%40,8772.9%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$8,486,896$4,662,038 â–²121.9%17,7712.5%TechnologyLXLexinFintech$7,486,5220.0%3,800,2652.2%FinanceNVDANVIDIA$4,077,034$4,390,101 â–¼-51.8%18,2061.2%TechnologyKASPI KZ JSC$4,059,517$4,059,517 â–²New Holding46,8551.2%SPONSORED ADSTCOMTrip.com Group$3,793,206$214,060 â–²6.0%95,2111.1%Consumer DiscretionaryONTOOnto Innovation$0$39,750,359 â–¼-100.0%00.0%TechnologyAMER SPORTS INC$0$32,930,995 â–¼-100.0%00.0%COM SHSGOOGAlphabet$0$18,495,585 â–¼-100.0%00.0%Communication ServicesFUTUFutu$0$5,690,173 â–¼-100.0%00.0%FinanceZTOZTO Express (Cayman)$0$2,830,215 â–¼-100.0%00.0%IndustrialsUUnity Software$0$1,610,155 â–¼-100.0%00.0%TechnologyBABAAlibaba Group$0$345,517 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
