Triata Capital Ltd 13F holdings
Triata Capital Ltd reported 12 positions with a total reported value of $588.3M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: PDD PDD HOLDINGS INC (41.6%), VNET VNET GROUP INC (16.1%), QFIN QFIN HOLDINGS INC (13.9%), GDS GDS HLDGS LTD (8.7%), BEKE KE HLDGS INC (4.1%). Against 2026-03-31 it opened 0 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
12 largest of 12 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PDD PDD HOLDINGS INC | 3,211,624 | $245.0M | 41.6% |
| VNET VNET GROUP INC | 11,763,935 | $94.6M | 16.1% |
| QFIN QFIN HOLDINGS INC | 5,166,613 | $81.7M | 13.9% |
| GDS GDS HLDGS LTD | 1,705,220 | $51.2M | 8.7% |
| BEKE KE HLDGS INC | 1,663,066 | $24.2M | 4.1% |
| ATAT ATOUR LIFESTYLE HLDGS LTD | 677,712 | $21.6M | 3.7% |
| TCOM TRIP COM GROUP LTD | 503,346 | $20.1M | 3.4% |
| LEGN LEGEND BIOTECH CORP | 629,914 | $18.2M | 3.1% |
| BABA ALIBABA GROUP HLDG LTD | 174,843 | $16.8M | 2.9% |
| HTHT H WORLD GROUP LTD | 285,338 | $11.9M | 2.0% |
| TUYA TUYA INC | 1,145,371 | $2.0M | 0.3% |
| IQ IQIYI INC | 1,108,095 | $1.2M | 0.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PDD PDD HOLDINGS INC | 2,082,327 | 3,211,624 | +54.2% | $245.0M |
| QFIN QFIN HOLDINGS INC | 3,496,428 | 5,166,613 | +47.8% | $81.7M |
| GDS GDS HLDGS LTD | 1,087,902 | 1,705,220 | +56.7% | $51.2M |
| VNET VNET GROUP INC | 11,187,682 | 11,763,935 | +5.2% | $94.6M |
| TCOM TRIP COM GROUP LTD | 388,593 | 503,346 | +29.5% | $20.1M |
| BEKE KE HLDGS INC | 1,379,707 | 1,663,066 | +20.5% | $24.2M |
| ATAT ATOUR LIFESTYLE HLDGS LTD | 565,169 | 677,712 | +19.9% | $21.6M |
| HTHT H WORLD GROUP LTD | 237,435 | 285,338 | +20.2% | $11.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| IQ IQIYI INC | 8,065,100 | 1,108,095 | -86.3% | $1.2M |
| BABA ALIBABA GROUP HLDG LTD | 235,429 | 174,843 | -25.7% | $16.8M |
CIK 2014039 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
