13F HOLDINGS REPORT
Triata Capital Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002014039-25-000006
Total Value
$512.3M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 1,634,328 | $171.0M | 33.39% |
| 2 | VNET GROUP INC | VNET | 12,225,304 | $84.4M | 16.47% |
| 3 | GDS HLDGS LTD | GDHLF | 1,777,614 | $54.3M | 10.61% |
| 4 | ACM RESH INC | 00108J109 | 1,590,225 | $41.2M | 8.04% |
| 5 | BAIDU INC | BAIDF | 470,623 | $40.4M | 7.88% |
| 6 | KE HLDGS INC | BEKE | 1,866,307 | $33.1M | 6.46% |
| 7 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 352,974 | $19.0M | 3.72% |
| 8 | IQIYI INC | IQ | 8,324,800 | $14.7M | 2.88% |
| 9 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 427,803 | $13.9M | 2.71% |
| 10 | H WORLD GROUP LTD | HWLDF | 290,035 | $9.8M | 1.92% |
| 11 | TRIP COM GROUP LTD | TRPCF | 146,000 | $8.6M | 1.67% |
| 12 | ALIBABA GROUP HLDG LTD | BBAAY | 67,641 | $7.7M | 1.50% |
| 13 | FULL TRUCK ALLIANCE CO LTD | YMM | 486,419 | $5.7M | 1.12% |
| 14 | QIFU TECHNOLOGY INC | QFNHF | 106,131 | $4.6M | 0.90% |
| 15 | LEGEND BIOTECH CORP | LEGN | 107,500 | $3.8M | 0.74% |