13F HOLDINGS REPORT
BRILLIANCE ASSET MANAGEMENT LTD
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001665751-24-000004
Total Value
$398.1M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KANZHUN LIMITED | BZ | 6,791,134 | $127.7M | 32.09% |
| 2 | LI AUTO INC | LAAOF | 4,267,403 | $76.3M | 19.17% |
| 3 | TRIP COM GROUP LTD | TRPCF | 1,018,838 | $47.9M | 12.03% |
| 4 | AMER SPORTS INC | AS | 2,858,803 | $35.9M | 9.03% |
| 5 | FULL TRUCK ALLIANCE CO LTD | YMM | 4,284,741 | $34.4M | 8.65% |
| 6 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 387,653 | $30.1M | 7.57% |
| 7 | PDD HOLDINGS INC | PDD | 129,120 | $17.2M | 4.31% |
| 8 | H WORLD GROUP LTD | HWLDF | 264,606 | $8.8M | 2.21% |
| 9 | ZAI LAB LTD | ZLAB | 436,527 | $7.6M | 1.90% |
| 10 | HESAI GROUP | HSIGF | 1,526,035 | $6.4M | 1.61% |
| 11 | FUTU HLDGS LTD | FUTU | 32,056 | $2.1M | 0.53% |
| 12 | NVIDIA CORPORATION | NVDA | 12,210 | $1.5M | 0.38% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,057 | $878,957 | 0.22% |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 4,506 | $730,918 | 0.18% |
| 15 | TAL EDUCATION GROUP | TAL | 45,375 | $484,151 | 0.12% |