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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 TXN TEXAS INSTRS INC Technology 34,511.0 $12.7M 3.73% -11K -24.8% $366.98 -28.7%
2 AMZN AMAZON COM INC Consumer Cyclical 40,877.0 $9.7M 2.87% -25K -37.5% $238.34 +8.2%
3 NVDA NVIDIA CORPORATION Technology 18,206.0 $4.1M 1.20% -20K -51.9% $223.94 -2.2%

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%