Q1 2025 · 13F-HR
BRILLIANCE ASSET MANAGEMENT LTDholdings as filed
Filed 2025-05-12 · accession 0001665751-25-000005
$302.5M
Reported value
9
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G0260P102 | AS | AMER SPORTS INC | $95.0M | 31.4% | 3,553,441 | Common | SOLE |
| 50202M102 | LI | LI AUTO INC | $51.3M | 17.0% | 2,035,891 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $48.6M | 16.1% | 1,016,471 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $38.5M | 12.7% | 3,017,455 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $35.0M | 11.6% | 1,825,485 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $17.8M | 5.87% | 173,472 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $9.7M | 3.20% | 137,541 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $6.1M | 2.00% | 38,738 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $603,289 | 0.20% | 5,872 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.