13F HOLDINGS REPORT
Triata Capital Ltd
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0002014039-25-000005
Total Value
$442.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 1,848,363 | $218.8M | 49.49% |
| 2 | BAIDU INC | BAIDF | 568,432 | $52.3M | 11.84% |
| 3 | VNET GROUP INC | VNET | 4,534,239 | $37.2M | 8.41% |
| 4 | KE HLDGS INC | BEKE | 1,787,118 | $35.9M | 8.12% |
| 5 | ACM RESH INC | 00108J109 | 1,371,125 | $32.0M | 7.24% |
| 6 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 293,774 | $14.0M | 3.18% |
| 7 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 427,803 | $12.1M | 2.74% |
| 8 | ALIBABA GROUP HLDG LTD | BBAAY | 87,541 | $11.6M | 2.62% |
| 9 | H WORLD GROUP LTD | HWLDF | 290,035 | $10.7M | 2.43% |
| 10 | GDS HLDGS LTD | GDHLF | 296,019 | $7.5M | 1.70% |
| 11 | FULL TRUCK ALLIANCE CO LTD | YMM | 400,019 | $5.1M | 1.16% |
| 12 | QIFU TECHNOLOGY INC | QFNHF | 106,131 | $4.8M | 1.08% |