$254 Million is the total value of BRILLIANCE ASSET MANAGEMENT LTD's 4 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 20.0% . BRILLIANCE ASSET MANAGEMENT LTD is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BZ | Buy | KANZHUN LIMITEDsponsored ads | $108,111,000 | +40.8% | 4,340,075 | +97.1% | 42.54% | +166.0% |
| ZLAB | Sell | ZAI LAB LTDadr | $71,770,000 | -65.6% | 1,631,887 | -50.9% | 28.24% | -35.0% |
| Sell | WOLFSPEED INC | $51,767,000 | +0.2% | 454,657 | -1.6% | 20.37% | +89.4% | |
| LI | Sell | LI AUTO INCsponsored ads | $22,476,000 | -83.7% | 870,832 | -79.7% | 8.84% | -69.2% |
| XPEV | Exit | XPENG INCads | $0 | – | -101,500 | -100.0% | -1.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TAL EDUCATION GROUP | 14 | Q2 2021 | 40.1% |
| ALIBABA GROUP HOLDING LTD | 12 | Q2 2023 | 73.2% |
| ZTO EXPRESS CAYMAN INC | 10 | Q2 2020 | 91.9% |
| ZAI LAB LTD | 10 | Q3 2023 | 43.5% |
| KANZHUN LIMITED | 9 | Q3 2023 | 49.6% |
| LI AUTO INC | 9 | Q3 2023 | 48.9% |
| NEW ORIENTAL ED & TECHNOLOGY | 8 | Q2 2021 | 57.3% |
| MARRIOTT INTL INC NEW | 8 | Q3 2020 | 19.2% |
| PINDUODUO INC | 7 | Q3 2023 | 24.3% |
| BILIBILI INC | 6 | Q2 2022 | 15.3% |
View BRILLIANCE ASSET MANAGEMENT LTD's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
View BRILLIANCE ASSET MANAGEMENT LTD's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.