Brilliance Asset Management Ltd

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 9Value: $302.5MLatest: 2025Q1

BRILLIANCE ASSET MANAGEMENT LTD is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 9 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "EDU",
  "YMM",
  "TPR",
  "AS",
  "AMD",
  null,
  "BZ",
  "LI",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 9
Total Value: 302507305
Accession Number: 0001665751-25-000005
Form Type: 13F-HR
CIK: brilliance-asset-management
Manager Name: Brilliance-Asset-Management

Data Enrichment

89% identified

8 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

9 positions • $302.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Sort by:

Amer Sports, Inc.

AS|G0260P102

Shares:3.6M

Value:$95.0M

% of Portfolio:31.4% ($95.0M/$302.5M)

Li Auto Inc.

LI|50202M102

Shares:2.0M

Value:$51.3M

% of Portfolio:17.0% ($51.3M/$302.5M)

New Oriental Education & Technology Group Inc.

EDU|647581206

Shares:1.0M

Value:$48.6M

% of Portfolio:16.1% ($48.6M/$302.5M)

Full Truck Alliance Co. Ltd.

YMM|35969L108

Shares:3.0M

Value:$38.5M

% of Portfolio:12.7% ($38.5M/$302.5M)

Kanzhun Ltd

BZ|48553T106

Shares:1.8M

Value:$35.0M

% of Portfolio:11.6% ($35.0M/$302.5M)

36118L106

Shares:173.5K

Value:$17.8M

% of Portfolio:5.9% ($17.8M/$302.5M)

TAPESTRY, INC.

TPR|876030107

Shares:137.5K

Value:$9.7M

% of Portfolio:3.2% ($9.7M/$302.5M)

Alphabet Inc.

GOOG|02079K107

Shares:38.7K

Value:$6.1M

% of Portfolio:2.0% ($6.1M/$302.5M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:5.9K

Value:$603.3K

% of Portfolio:0.2% ($603.3K/$302.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Amer Sports, Inc.(AScusipG0260P102)	3.6M	QoQ -12.75% (-519.6K) YoY +205.55% (+2.4M)	All Managers (Combined)	$95.0M	31.4% ($95.0M/$302.5M)	QoQ -16.59% (-$18.9M) YoY +401.06% (+$76.0M)
Li Auto Inc.(LIcusip50202M102)	2.0M	QoQ -41.97% (-1.5M) YoY -56.08% (-2.6M)	All Managers (Combined)	$51.3M	17.0% ($51.3M/$302.5M)	QoQ -39.04% (-$32.9M) YoY -63.45% (-$89.1M)
New Oriental Education & Technology Group Inc.(EDUcusip647581206)	1.0M	QoQ +189.53% (+665.4K) YoY NEW(+1.0M)	All Managers (Combined)	$48.6M	16.1% ($48.6M/$302.5M)	QoQ +115.68% (+$26.1M) YoY NEW(+$48.6M)
Full Truck Alliance Co. Ltd.(YMMcusip35969L108)	3.0M	QoQ -28.04% (-1.2M) YoY -3.92% (-123.1K)	All Managers (Combined)	$38.5M	12.7% ($38.5M/$302.5M)	QoQ -15.07% (-$6.8M) YoY +68.76% (-$15.7M)
Kanzhun Ltd(BZcusip48553T106)	1.8M	QoQ -74.99% (-5.5M) YoY -81.80% (-8.2M)	All Managers (Combined)	$35.0M	11.6% ($35.0M/$302.5M)	QoQ -65.26% (-$65.7M) YoY -80.09% (-$140.9M)
(cusip36118L106)✕	173.5K	QoQ -4.56% (-8.3K) YoY NEW(+173.5K)	All Managers (Combined)	$17.8M	5.9% ($17.8M/$302.5M)	QoQ +22.10% (-$3.2M) YoY NEW(+$17.8M)
TAPESTRY, INC.(TPRcusip876030107)	137.5K	QoQ NEW(+137.5K) YoY NEW(+137.5K)	All Managers (Combined)	$9.7M	3.2% ($9.7M/$302.5M)	QoQ NEW(+$9.7M) YoY NEW(+$9.7M)
Alphabet Inc.(GOOGcusip02079K107)	38.7K	QoQ NEW(+38.7K) YoY NEW(+38.7K)	All Managers (Combined)	$6.1M	2.0% ($6.1M/$302.5M)	QoQ NEW(+$6.1M) YoY NEW(+$6.1M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	5.9K	QoQ NEW(+5.9K) YoY +95.40% (+2.9K)	All Managers (Combined)	$603.3K	0.2% ($603.3K/$302.5M)	QoQ NEW(+$603.3K) YoY +11.23% (+$60.9K)