Triata Capital Ltd 13F Holdings

CIK 0002014039 · HONG KONG, K3

As of Sep 30, 2025, Triata Capital Ltd reported 15 positions worth $856.8M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
PDD HOLDINGS INCPDDConsumer Cyclical2,544,478$336.3M39.25%
VNET GROUP INCVNETTechnology11,947,969 23.4M14.40%
GDS HOLDINGS LTDGDSTechnology2,407,953$93.2M10.88%
ACM RESEARCH INCACMRTechnology2,003,225$78.4M9.15%
KE HOLDINGS INCBEKEReal Estate2,015,307$38.3M4.47%
QFIN HOLDINGS INCQFINFinancial Services1,083,980$31.2M3.64%
IQIYI INCIQCommunication Services11,802,100$30.2M3.53%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical162,241$29.0M3.38%
ATOUR LIFESTYLE HOLDINGS LTDATATConsumer Cyclical665,269$25.0M2.92%
TRIPCOM GROUP LTDTCOMIndustrials268,100$20.2M2.35%
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INCEDUConsumer Defensive367,374 9.5M2.28%
H WORLD GROUP LTDHTHTConsumer Cyclical344,135 3.5M1.57%
FULL TRUCK ALLIANCE CO LTDYMMTechnology1,009,219 3.1M1.53%
LEGEND BIOTECH CORPLEGNHealthcare161,800$5.3M0.62%
TUYA INCTUYATechnology129,522$319.9K0.04%