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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 $254,764,784 across 6 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001665751-26-000002

Period
2025-12-31
Reported value
$255M
Holdings
6
Top 10 weight
100%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDDnew+595,174$67.5M
ASadded+1,748,796$65.3M
TXNnew+36,128$6.27M
ONTOadded+30,846$4.87M
LXadded+701,943$2.3M

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
LIexited-1,781,895-$45.2M
GOOGreduced-110,628-$34.7M
EDUexited-244,534-$13M
NVDAexited-13,414-$2.5M

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, Q4 2025

Share positions as resolved from 13F-HR 0001665751-26-000002, largest first. % of portfolio is the value over $254,764,784, 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; 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; 2025Q4: 2,809,105 shares 2,809,105$105M41.18%+1,748,796Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,352 shares; 2024Q4: 646,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 595,174 shares 595,174$67.5M26.49%newTimeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,601 shares; 2025Q4: 249,447 shares 249,447$39.4M15.46%+30,846Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,738 shares; 2025Q2: not reported; 2025Q3: 190,090 shares; 2025Q4: 79,462 shares 79,462$24.9M9.79%-110,628Timeline
LXLEXINFINTECH HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 653,131 shares; 2025Q3: 2,899,649 shares; 2025Q4: 3,601,592 shares 3,601,592$11.8M4.62%+701,943Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,128 shares 36,128$6.27M2.46%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
LILI AUTO INC1,781,895$45.2Mshares
EDUNEW ORIENTAL ED & TECHNOLOGY244,534$13Mshares
NVDANVIDIA CORPORATION13,414$2.5Mshares

How Q4 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 0001665751-26-000002 base2026-02-12acceptance time not in the bulk data set