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BRILLIANCE ASSET MANAGEMENT LTD

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

BRILLIANCE ASSET MANAGEMENT LTD reported $187,478,330 across 7 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001665751-25-000008

Period
2025-09-30
Reported value
$187M
Holdings
7
Top 10 weight
100%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGnew+190,090$46.3M
LIadded+1,496,467$37.9M
ONTOnew+218,601$28.2M
LXadded+2,246,518$12M
ASadded+254,467$8.84M

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
EDUreduced-771,937-$41M
YMMexited-2,847,336-$33.6M
BZexited-936,436-$16.7M
AMDexited-33,665-$4.78M

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, Q3 2025

Share positions as resolved from 13F-HR 0001665751-25-000008, largest first. % of portfolio is the value over $187,478,330, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,738 shares; 2025Q2: not reported; 2025Q3: 190,090 shares 190,090$46.3M24.69%newTimeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,781,895 shares 1,781,895$45.2M24.08%+1,496,467Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,060,309 shares 1,060,309$36.8M19.65%+254,467Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,601 shares 218,601$28.2M15.07%newTimeline
LXLEXINFINTECH HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 653,131 shares; 2025Q3: 2,899,649 shares 2,899,649$15.5M8.24%+2,246,518Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,130 shares; 2024Q4: 351,068 shares; 2025Q1: 1,016,471 shares; 2025Q2: 1,016,471 shares; 2025Q3: 244,534 shares 244,534$13M6.92%-771,937Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,414 shares 13,414$2.5M1.33%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
YMMFULL TRUCK ALLIANCE CO LTD2,847,336$33.6Mshares
BZKANZHUN LIMITED936,436$16.7Mshares
AMDADVANCED MICRO DEVICES INC33,665$4.78Mshares

How Q3 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 0001665751-25-000008 base2025-11-12acceptance time not in the bulk data set