Skip to content
Disclosery

BRILLIANCE ASSET MANAGEMENT LTD

Follow

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

BRILLIANCE ASSET MANAGEMENT LTD reported $153,630,194 across 7 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001665751-25-000006

Period
2025-06-30
Reported value
$154M
Holdings
7
Top 10 weight
100%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LXnew+653,131$4.71M
AMDadded+27,793$3.94M

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
ASreduced-2,747,599-$106M
LIreduced-1,750,463-$47.5M
FUTUexited-173,472-$17.8M
BZreduced-889,049-$15.9M
TPRexited-137,541-$9.68M

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, Q2 2025

Share positions as resolved from 13F-HR 0001665751-25-000006, largest first. % of portfolio is the value over $153,630,194, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,130 shares; 2024Q4: 351,068 shares; 2025Q1: 1,016,471 shares; 2025Q2: 1,016,471 shares 1,016,471$54.8M35.7%0Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239,456 shares; 2024Q4: 4,193,580 shares; 2025Q1: 3,017,455 shares; 2025Q2: 2,847,336 shares 2,847,336$33.6M21.89%-170,119Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876,681 shares; 2024Q4: 4,073,061 shares; 2025Q1: 3,553,441 shares; 2025Q2: 805,842 shares 805,842$31.2M20.33%-2,747,599Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,789,511 shares; 2024Q4: 7,300,256 shares; 2025Q1: 1,825,485 shares; 2025Q2: 936,436 shares 936,436$16.7M10.87%-889,049Timeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484,226 shares; 2024Q4: 3,508,642 shares; 2025Q1: 2,035,891 shares; 2025Q2: 285,428 shares 285,428$7.74M5.04%-1,750,463Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,872 shares; 2025Q2: 33,665 shares 33,665$4.78M3.11%+27,793Timeline
LXLEXINFINTECH HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 653,131 shares 653,131$4.71M3.07%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
FUTUFUTU HLDGS LTD173,472$17.8Mshares
TPRTAPESTRY INC137,541$9.68Mshares
GOOGALPHABET INC38,738$6.05Mshares

How Q2 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 0001665751-25-000006 base2025-08-11acceptance time not in the bulk data set