Skip to content
Disclosery

BRILLIANCE ASSET MANAGEMENT LTD

Follow

13F filer, CIK 1665751, ADMIRALTY, HONG KONG, Hong Kong

BRILLIANCE ASSET MANAGEMENT LTD reported $302,507,305 across 9 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001665751-25-000005

Period
2025-03-31
Reported value
$303M
Holdings
9
Top 10 weight
100%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EDUadded+665,403$31.8M
TPRnew+137,541$9.68M
GOOGnew+38,738$6.05M
AMDnew+5,872$603K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BZreduced-5,474,771-$105M
PDDexited-646,212-$62.7M
LIreduced-1,472,751-$37.1M
YMMreduced-1,176,125-$15M
ASreduced-519,620-$13.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001665751-25-000005, largest first. % of portfolio is the value over $302,507,305, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876,681 shares; 2024Q4: 4,073,061 shares; 2025Q1: 3,553,441 shares 3,553,441$95M31.4%-519,620Timeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484,226 shares; 2024Q4: 3,508,642 shares; 2025Q1: 2,035,891 shares 2,035,891$51.3M16.96%-1,472,751Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,130 shares; 2024Q4: 351,068 shares; 2025Q1: 1,016,471 shares 1,016,471$48.6M16.06%+665,403Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239,456 shares; 2024Q4: 4,193,580 shares; 2025Q1: 3,017,455 shares 3,017,455$38.5M12.74%-1,176,125Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,789,511 shares; 2024Q4: 7,300,256 shares; 2025Q1: 1,825,485 shares 1,825,485$35M11.57%-5,474,771Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181,774 shares; 2025Q1: 173,472 shares 173,472$17.8M5.87%-8,302Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137,541 shares 137,541$9.68M3.2%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,738 shares 38,738$6.05M2%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,872 shares 5,872$603K0.2%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PDDPDD HOLDINGS INC646,212$62.7Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001665751-25-000005 base2025-05-12acceptance time not in the bulk data set