Triata Capital Ltd 13F Holdings · Q2 2026
Triata Capital Ltd reported 12 securities worth $588.27M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PDD (41.64%), VNET (16.08%), QFIN (13.89%). Among its top 25 positions this quarter: 8 added, 2 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $245.0M | 41.64% | 3.2M | Added |
| 2 | VNET | VNET GROUP INC | $94.6M | 16.08% | 11.8M | Added |
| 3 | QFIN | QFIN HOLDINGS INC | $81.7M | 13.89% | 5.2M | Added |
| 4 | GDS | GDS HLDGS LTD | $51.2M | 8.70% | 1.7M | Added |
| 5 | BEKE | KE HLDGS INC | $24.2M | 4.11% | 1.7M | Added |
| 6 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $21.6M | 3.66% | 677,712 | Added |
| 7 | TCOM | TRIP COM GROUP LTD | $20.1M | 3.41% | 503,346 | Added |
| 8 | LEGN | LEGEND BIOTECH CORP | $18.2M | 3.09% | 629,914 | Hold |
| 9 | BABA | ALIBABA GROUP HLDG LTD | $16.8M | 2.85% | 174,843 | Trimmed |
| 10 | HTHT | H WORLD GROUP LTD | $11.9M | 2.02% | 285,338 | Added |
| 11 | TUYA | TUYA INC | $2.0M | 0.34% | 1.1M | Hold |
| 12 | IQ | IQIYI INC | $1.2M | 0.20% | 1.1M | Trimmed |
| 13 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | Exited |
| 14 | YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR