Long-term investor
Brilliance Asset Management LTD @brillianceassetmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001665751).
Record
- Tracked since 2025-06-30 (448 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days -8.2% · 6 months n/a · 1 year -7.3% · all -7.3%
- Max drawdown n/a · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PDD · 35.1% · long · since 2025-12-31
- YMM · 24.2% · long · since 2025-06-30
- BZ · 19.0% · long · since 2025-06-30
- META · 6.8% · long · since 2026-06-30
- TXN · 3.7% · long · since 2025-12-31
- AMZN · 2.9% · long · since 2026-03-31
- TSM · 2.5% · long · since 2026-03-31
- LX · 2.2% · long · since 2025-06-30
- NVDA · 1.2% · long · since 2025-09-30
- 48581R205 · 1.2% · long · since 2026-06-30
- TCOM · 1.1% · long · since 2026-03-31