BRILLIANCE ASSET MANAGEMENT LTD 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BA BRILLIANCE ASSET MANAGEMENT LTD | Institutional Filer | ▲ 33.08% | $339.1M | 16 |
Current Portfolio Holdings
Showing all 16 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD Holdings Inc. | Consumer Cyclical | 704K | $72.0M | 21.23% |
| 2 | BZ | Kanzhun Limited | Industrials | 5.0M | $66.7M | 19.67% |
| 3 | YMM | Full Truck Alliance Co. Ltd. | Technology | 6.5M | $54.1M | 15.97% |
| 4 | ONTO | Onto Innovation Inc. | Technology | 194K | $39.8M | 11.72% |
| 5 | AS | Amer Sports, Inc. | Consumer Cyclical | 1.0M | $32.9M | 9.71% |
| 6 | GOOG | Alphabet Inc. | Technology | 64K | $18.5M | 5.46% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 65K | $13.6M | 4.02% |
| 8 | TXN | Texas Instruments Incorporated | Technology | 46K | $8.9M | 2.63% |
| 9 | LX | LexinFintech Holdings Ltd. | Financial Services | 3.8M | $8.3M | 2.44% |
| 10 | NVDA | NVIDIA Corporation | Technology | 38K | $6.6M | 1.94% |
| 11 | FUTU | Futu Holdings Limited | Financial Services | 42K | $5.7M | 1.68% |
| 12 | TCOM | Trip.com Group Limited | Consumer Cyclical | 90K | $4.5M | 1.32% |
| 13 | ZTO | ZTO Express (Cayman) Inc. | Industrials | 112K | $2.8M | 0.83% |
| 14 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 8K | $2.7M | 0.80% |
| 15 | U | Unity Software Inc. | Technology | 73K | $1.6M | 0.47% |
Showing 1 to 15 of 16 holdings