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Triata Capital Ltd

SEC CIK
0002014039
Latest filing
Aug 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
14
−1 vs. Q4 2025
Portfolio value
$551.8M
−$273.3M (−33.1%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of Triata Capital Ltd in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
PDDPDD Holdings Inc.SPONSORED ADS2,082,327$212.8M38.6%−475,373−18.6%ReducedHistory
VNETVNET Group, Inc.SPONSORED ADS A11,187,682$93.9M17.0%−1,311,128−10.5%ReducedHistory
QFINQfin Holdings, Inc.AMERICAN DEP3,496,428$45.1M8.2%+371,097+11.9%AddedHistory
GDSGDS Holdings LtdSPONSORED ADS1,087,902$43.8M7.9%−1,886,396−63.4%ReducedHistory
BABAAlibaba Group Holding LtdADR235,429$29.5M5.4%+123,729+110.8%AddedHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS565,169$20.8M3.8%−100,100−15.0%ReducedHistory
BEKEKE Holdings Inc.SPONSORED ADS1,379,707$20.7M3.7%−635,600−31.5%ReducedHistory
TCOMTrip.com Group LtdADS388,593$19.3M3.5%+44,700+13.0%AddedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS2,317,919$19.2M3.5%+313,200+15.6%AddedHistory
HTHTH World Group LtdSPONSORED ADS237,435$11.9M2.2%−106,700−31.0%ReducedHistory
LEGNLegend Biotech CorpSPONSORED ADS629,914$11.4M2.1%+377,314+149.4%AddedHistory
IQiQIYI, Inc.SPONSORED ADS8,065,100$10.9M2.0%−3,737,000−31.7%ReducedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR172,299$9.76M1.8%−224,487−56.6%ReducedHistory
TUYATuya Inc.SPONSERED ADS1,145,371$2.65M0.5%00.0%UnchangedHistory

Sold out since Q4 2025 (1)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Triata Capital Ltd sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
ACMRACM Research, Inc.Stock1,929,919$76.1M9.2%History