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Portfolio (Quarterly) Guide ↗

BRILLIANCE ASSET MANAGEMENT LTD

· CIK 0001665751
13F Portfolio $339M AUM 11 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 5 Added 3 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 META META PLATFORMS INC Communication Services 41,137.0 $23.2M 6.83% NEW $563.29 +2.6%
2 KASPI KZ JSC 46,855.0 $4.1M 1.20% NEW $86.64

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 39.6%
Technology 32.1%
Industrials 19.2%
Communication Services 6.9%
Financial Services 2.2%