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Triata Capital Ltd

SEC CIK
0002014039
Latest filing
Aug 13, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
15
0 vs. Q2 2025
Portfolio value
$856.8M
+$344.5M (+67.2%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of Triata Capital Ltd in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PDDPDD Holdings Inc.SPONSORED ADS2,544,478$336.3M39.3%+910,150+55.7%AddedHistory
VNETVNET Group, Inc.SPONSORED ADS A11,947,969$123.4M14.4%−277,335−2.3%ReducedHistory
GDSGDS Holdings LtdSPONSORED ADS2,407,953$93.2M10.9%+630,339+35.5%AddedHistory
ACMRACM Research, Inc.Stock2,003,225$78.4M9.1%+413,000+26.0%AddedHistory
BEKEKE Holdings Inc.SPONSORED ADS2,015,307$38.3M4.5%+149,000+8.0%AddedHistory
QFINQfin Holdings, Inc.AMERICAN DEP1,083,980$31.2M3.6%+977,849+921.4%AddedHistory
IQiQIYI, Inc.SPONSORED ADS11,802,100$30.2M3.5%+3,477,300+41.8%AddedHistory
BABAAlibaba Group Holding LtdADR162,241$29.0M3.4%+94,600+139.9%AddedHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS665,269$25.0M2.9%+237,466+55.5%AddedHistory
TCOMTrip.com Group LtdADS268,100$20.2M2.4%+122,100+83.6%AddedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR367,374$19.5M2.3%+14,400+4.1%AddedHistory
HTHTH World Group LtdSPONSORED ADS344,135$13.5M1.6%+54,100+18.7%AddedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS1,009,219$13.1M1.5%+522,800+107.5%AddedHistory
LEGNLegend Biotech CorpSPONSORED ADS161,800$5.28M0.6%+54,300+50.5%AddedHistory
TUYATuya Inc.SPONSERED ADS129,522$319.9K<0.1%+129,522NewHistory

Sold out since Q2 2025 (1)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Triata Capital Ltd sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
BIDUBaidu, Inc.ADR470,623$40.4M7.9%History