Institutions / Triata Capital Ltd

Triata Capital Ltd

CIK 2014039 · Institution · as of Dec 31, 2025
Portfolio value
$825.10M
Positions
15
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
PDD Holdings Inc.PDDADR$290.02M2,557,70035.1%
VNET Group, Inc.VNETADR$105.74M12,498,81012.8%
GDS Holdings LtdGDSADR$103.80M2,974,29812.6%
ACM Research Inc—$76.14M1,929,9199.2%
Qfin Holdings, Inc.QFINADR$60.23M3,125,3317.3%
KE Holdings Inc.BEKEADR$31.76M2,015,3073.8%
Atour Lifestyle Holdings Ltd—$26.21M665,2693.2%
Trip.com Group Ltd.TCOMADR$24.73M343,8933.0%
iQIYI, Inc.IQADR$22.66M11,802,1002.7%
New Oriental Education & Technology Group Inc—$21.84M396,7862.6%
Full Truck Alliance Co. Ltd.YMMADR$21.51M2,004,7192.6%
Alibaba Group Holding LtdBABAADR$16.37M111,7002.0%
H World Group LtdHTHTADR$16.19M344,1352.0%
Legend Biotech CorpLEGNADR$5.49M252,6000.7%
Tuya Inc.TUYAADR$2.42M1,145,3710.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.