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Triata Capital Ltd

SEC CIK
0002014039
Latest filing
Aug 13, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
12
0 vs. Q4 2024
Portfolio value
$442.0M
+$200.6M (+83.1%) vs. Q4 2024
Filed
May 14, 2025
SEC
Holdings of Triata Capital Ltd in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PDDPDD Holdings Inc.SPONSORED ADS1,848,363$218.8M49.5%+1,179,424+176.3%AddedHistory
BIDUBaidu, Inc.ADR568,432$52.3M11.8%+375,007+193.9%AddedHistory
VNETVNET Group, Inc.SPONSORED ADS A4,534,239$37.2M8.4%−5,460,843−54.6%ReducedHistory
BEKEKE Holdings Inc.SPONSORED ADS1,787,118$35.9M8.1%+149,861+9.2%AddedHistory
ACMRACM Research, Inc.Stock1,371,125$32.0M7.2%+344,158+33.5%AddedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR293,774$14.0M3.2%+293,774NewHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS427,803$12.1M2.7%+40,900+10.6%AddedHistory
BABAAlibaba Group Holding LtdADR87,541$11.6M2.6%+82,700+1,708.3%AddedHistory
HTHTH World Group LtdSPONSORED ADS290,035$10.7M2.4%+80,822+38.6%AddedHistory
GDSGDS Holdings LtdSPONSORED ADS296,019$7.50M1.7%−1,449,421−83.0%ReducedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS400,019$5.11M1.2%+329,736+469.2%AddedHistory
QFINQfin Holdings, Inc.AMERICAN DEP106,131$4.77M1.1%+44,384+71.9%AddedHistory

Sold out since Q4 2024 (1)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Triata Capital Ltd sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
NTESNetEase, Inc.SPONSORED ADS54,427$4.86M2.0%History