$482 Million is the total value of BRILLIANCE ASSET MANAGEMENT LTD's 6 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 50.0% . BRILLIANCE ASSET MANAGEMENT LTD is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LI | Buy | LI AUTO INCsponsored ads | $170,137,000 | +657.0% | 4,441,064 | +410.0% | 35.26% | +298.7% |
| BZ | Buy | KANZHUN LIMITEDsponsored ads | $168,919,000 | +56.2% | 6,427,679 | +48.1% | 35.01% | -17.7% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $67,305,000 | – | 823,297 | +100.0% | 13.95% | – |
| ZLAB | Sell | ZAI LAB LTDadr | $45,919,000 | -36.0% | 1,324,064 | -18.9% | 9.52% | -66.3% |
| WOLFSPEED INC | $28,848,000 | -44.3% | 454,657 | 0.0% | 5.98% | -70.6% | ||
| BILI | New | BILIBILI INCspons ads rep z | $1,331,000 | – | 52,000 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
Signatures
The EDGAR filing(s) were signed by:
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.