Q2 2025 · 13F-HR
BRILLIANCE ASSET MANAGEMENT LTDholdings as filed
Filed 2025-08-11 · accession 0001665751-25-000006
$153.6M
Reported value
7
Positions
2025-06-30
Period end
The Brief · BRILLIANCE ASSET MANAGEMENT LTD · Q2 2025
AI · grounded in 13F
BRILLIANCE ASSET MANAGEMENT LTD established a new position in New Oriental Ed & Technology EDU valued at $54.8M. The fund also initiated stakes in Full Truck Alliance Co Ltd YMM for $33.6M and Amer Sports Inc AS for $31.2M. Other new additions include Kanzhun Limited BZ, Li Auto Inc LI, and Advanced Micro Devices Inc AMD.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $54.8M | 35.7% | 1,016,471 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $33.6M | 21.9% | 2,847,336 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $31.2M | 20.3% | 805,842 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $16.7M | 10.9% | 936,436 | Common | SOLE |
| 50202M102 | LI | LI AUTO INC | $7.7M | 5.04% | 285,428 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $4.8M | 3.11% | 33,665 | Common | SOLE |
| 528877103 | LX | LEXINFINTECH HLDGS LTD | $4.7M | 3.07% | 653,131 | 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.