13F HOLDINGS REPORT
Triata Capital Ltd
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002014039-25-000008
Total Value
$856.8M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 2,544,478 | $336.3M | 39.25% |
| 2 | VNET GROUP INC | VNET | 11,947,969 | $123.4M | 14.40% |
| 3 | GDS HLDGS LTD | GDHLF | 2,407,953 | $93.2M | 10.88% |
| 4 | ACM RESH INC | 00108J109 | 2,003,225 | $78.4M | 9.15% |
| 5 | KE HLDGS INC | BEKE | 2,015,307 | $38.3M | 4.47% |
| 6 | QIFU TECHNOLOGY INC | QFNHF | 1,083,980 | $31.2M | 3.64% |
| 7 | IQIYI INC | IQ | 11,802,100 | $30.2M | 3.53% |
| 8 | ALIBABA GROUP HLDG LTD | BBAAY | 162,241 | $29.0M | 3.38% |
| 9 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 665,269 | $25.0M | 2.92% |
| 10 | TRIP COM GROUP LTD | TRPCF | 268,100 | $20.2M | 2.35% |
| 11 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 367,374 | $19.5M | 2.28% |
| 12 | H WORLD GROUP LTD | HWLDF | 344,135 | $13.5M | 1.57% |
| 13 | FULL TRUCK ALLIANCE CO LTD | YMM | 1,009,219 | $13.1M | 1.53% |
| 14 | LEGEND BIOTECH CORP | LEGN | 161,800 | $5.3M | 0.62% |
| 15 | TUYA INC | TUYA | 129,522 | $319,919 | 0.04% |