BRILLIANCE ASSET MANAGEMENT LTD
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| KANZHUN LIMITED(BZ) | 0 | 4,980,130 | +4,980,130 | 0 | 66,683,941 | 19.67% | +66,683,941 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 0 | 6,522,380 | +6,522,380 | 0 | 54,135,754 | 15.97% | +54,135,754 |
| ALPHABET INC(GOOG) | 0 | 64,476 | +64,476 | 0 | 18,495,585 | 5.46% | +18,495,585 |
| AMAZON COM INC(AMZN) | 0 | 65,416 | +65,416 | 0 | 13,624,190 | 4.02% | +13,624,190 |
| NVIDIA CORPORATION(NVDA) | 0 | 37,810 | +37,810 | 0 | 6,594,064 | 1.94% | +6,594,064 |
| FUTU HLDGS LTD(FUTU) | 0 | 41,607 | +41,607 | 0 | 5,690,173 | 1.68% | +5,690,173 |
| PDD HOLDINGS INC(PDD) | 595,174 | 704,489 | +109,315 | 67,486,780 | 71,984,686 | 21.23% | +4,497,906 |
| TRIP COM GROUP LTD(TCOM) | 0 | 89,838 | +89,838 | 0 | 4,473,034 | 1.32% | +4,473,034 |
| ZTO EXPRESS CAYMAN IN(ZTO) | 0 | 112,444 | +112,444 | 0 | 2,830,215 | 0.83% | +2,830,215 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 8,009 | +8,009 | 0 | 2,706,642 | 0.80% | +2,706,642 |
| TEXAS INSTRS INC(TXN) | 36,128 | 45,906 | +9,778 | 6,267,847 | 8,912,191 | 2.63% | +2,644,344 |
| UNITY SOFTWARE INC(U) | 0 | 73,389 | +73,389 | 0 | 1,610,155 | 0.47% | +1,610,155 |
| ONTO INNOVATION INC(ONTO) | 249,447 | 193,838 | -55,609 | 39,377,703 | 39,750,359 | 11.72% | +372,656 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 2,754 | +2,754 | 0 | 345,517 | 0.10% | +345,517 |
| LEXINFINTECH HLDGS LTD | 3,601,592 | 3,800,265 | +198,673 | 11,777,206 | 8,284,578 | 2.44% | -3,492,628 |
| ALPHABET INC(GOOG) | 79,462 | 0 | -79,462 | 24,935,176 | 0 | — | -24,935,176 |
| AMER SPORTS INC(AS) | 2,809,105 | 1,000,334 | -1,808,771 | 104,920,072 | 32,930,995 | 9.71% | -71,989,077 |