SEC 13F Intelligence

Brilliance Asset Management Ltd / YMM

Brilliance Asset Management Ltd’s Full Truck Alliance Co Ltd Position

Does Brilliance Asset Management Ltd own Full Truck Alliance Co Ltd (YMM)? Yes — 6.52M shares worth $54M (+15.97% of its 13F portfolio) as of Q1 2026, up from 2.85M shares the prior filed quarter.

Position Value
$54M
Q1 2026
Shares
6.52M
% of Portfolio
+15.97%
Quarters Held
7
currently held

Position History YMM

Reported value by quarter
Q1 ’24: $23MQ1 ’24Q2 ’24: $34MQ2 ’24Q3 ’24: $29MQ3 ’24Q4 ’24: $45MQ4 ’24Q1 ’25: $39MQ1 ’25Q2 ’25: $34MQ2 ’25Q1 ’26: $54MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.52M$54M+15.97%
Q2 20252.85M$34M+21.89%
Q1 20253.02M$39M+12.74%
Q4 20244.19M$45M+10.22%
Q3 20243.24M$29M+7.47%
Q2 20244.28M$34M+8.65%
Q1 20243.14M$23M+5.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brilliance Asset Management Ltd’s full portfolio or all institutional holders of YMM.