13F HOLDINGS REPORT
Triata Capital Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0002014039-25-000003
Total Value
$241.4M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 668,939 | $64.9M | 26.88% |
| 2 | VNET GROUP INC | VNET | 9,995,082 | $47.4M | 19.62% |
| 3 | GDS HLDGS LTD | GDHLF | 1,745,440 | $41.5M | 17.18% |
| 4 | KE HLDGS INC | BEKE | 1,637,257 | $30.2M | 12.49% |
| 5 | BAIDU INC | BAIDF | 193,425 | $16.3M | 6.76% |
| 6 | ACM RESH INC | 00108J109 | 1,026,967 | $15.5M | 6.42% |
| 7 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 386,903 | $10.4M | 4.31% |
| 8 | H WORLD GROUP LTD | HWLDF | 209,213 | $6.9M | 2.86% |
| 9 | NETEASE INC | NETTF | 54,427 | $4.9M | 2.01% |
| 10 | QIFU TECHNOLOGY INC | QFNHF | 61,747 | $2.4M | 0.98% |
| 11 | FULL TRUCK ALLIANCE CO LTD | YMM | 70,283 | $760,462 | 0.32% |
| 12 | ALIBABA GROUP HLDG LTD | BBAAY | 4,841 | $410,468 | 0.17% |