$334 Million is the total value of BRILLIANCE ASSET MANAGEMENT LTD's 5 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 83.3% . BRILLIANCE ASSET MANAGEMENT LTD is a registered-investment adviser.
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BZ | Buy | KANZHUN LIMITEDsponsored ads | $165,435,002 | +12.6% | 8,693,379 | +20.5% | 49.60% | +23.6% |
| LI | Sell | LI AUTO INCsponsored ads | $125,814,192 | -20.0% | 5,042,653 | -34.6% | 37.72% | -12.2% |
| HTHT | New | H WORLD GROUP LTDsponsored ads | $21,951,367 | – | 448,170 | +100.0% | 6.58% | – |
| PDD | New | PDD HOLDINGS INCsponsored ads | $15,413,848 | – | 203,081 | +100.0% | 4.62% | – |
| TCOM | Sell | TRIP COM GROUP LTDads | $4,952,776 | -0.5% | 131,478 | -9.1% | 1.48% | +9.3% |
| BEKE | Exit | KE HLDGS INCsponsored ads | $0 | – | -32,690 | -100.0% | -0.12% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -172,928 | -100.0% | -2.46% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -540,146 | -100.0% | -12.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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 | 11 | Q4 2022 | 73.2% |
| ZTO EXPRESS CAYMAN INC | 10 | Q2 2020 | 91.9% |
| ZAI LAB LTD | 9 | Q3 2022 | 43.5% |
| NEW ORIENTAL ED & TECHNOLOGY | 8 | Q2 2021 | 57.3% |
| MARRIOTT INTL INC NEW | 8 | Q3 2020 | 19.2% |
| KANZHUN LIMITED | 7 | Q1 2023 | 49.6% |
| LI AUTO INC | 7 | Q1 2023 | 48.9% |
| BILIBILI INC | 6 | Q2 2022 | 15.3% |
| QUALCOMM INC | 5 | Q3 2021 | 48.6% |
View BRILLIANCE ASSET MANAGEMENT LTD's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-16 |
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.