Triata Capital Ltd
Net buyer this quarter
$588M
12
+$110M
99.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PDD | $245M | 41.64% | 0.06% | +54.2% | Q4 2024 |
 VNET | $94.6M | 16.08% | 12.21% | +5.2% | Q4 2024 |
 QFIN | $81.7M | 13.89% | 2.12% | +47.8% | Q4 2024 |
 GDS | $51.2M | 8.70% | 0.18% | +56.7% | Q4 2024 |
 BEKE | $24.2M | 4.11% | Not reported | +20.5% | Q4 2024 |
 ATAT | $21.6M | 3.66% | 0.16% | +19.9% | Q4 2024 |
 TCOM | $20.1M | 3.41% | 0.08% | +29.5% | Q2 2025 |
 LEGN | $18.2M | 3.09% | 0.17% | Not reported | Q2 2025 |
 BABA | $16.8M | 2.85% | 0.01% | -25.7% | Q4 2024 |
 HTHT | $11.9M | 2.02% | 0.01% | +20.2% | Q4 2024 |
 TUYA | $2.02M | 0.34% | 0.19% | Not reported | Q3 2025 |
 IQ | $1.15M | 0.20% | 0.32% | -86.3% | Q2 2025 |
| Q1 2026 | |||||
| PDD | $213M | 38.56% | 0.04% | -18.6% | Q4 2024 |
| VNET | $93.9M | 17.01% | 11.61% | -10.5% | Q4 2024 |
| QFIN | $45.1M | 8.18% | 1.43% | +11.9% | Q4 2024 |
| GDS | $43.8M | 7.94% | 0.12% | -63.4% | Q4 2024 |
| BABA | $29.5M | 5.35% | 0.01% | +110.8% | Q4 2024 |
| ATAT | $20.8M | 3.77% | 0.14% | -15.1% | Q4 2024 |
| BEKE | $20.7M | 3.74% | Not reported | -31.5% | Q4 2024 |
| TCOM | $19.3M | 3.51% | 0.06% | +13.0% | Q2 2025 |
 YMM | $19.2M | 3.49% | Not reported | +15.6% | Q4 2024 |
| HTHT | $11.9M | 2.16% | 0.01% | -31.0% | Q4 2024 |
| LEGN | $11.4M | 2.07% | 0.17% | +149.4% | Q2 2025 |
| IQ | $10.9M | 1.97% | 2.35% | -31.7% | Q2 2025 |
 EDU | $9.76M | 1.77% | 0.01% | -56.6% | Q1 2025 |
| TUYA | $2.65M | 0.48% | 0.19% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| PDD | $290M | 35.15% | 0.04% | +0.5% | Q4 2024 |
| VNET | $106M | 12.82% | 12.97% | +4.6% | Q4 2024 |
| GDS | $104M | 12.58% | 0.32% | +23.5% | Q4 2024 |
 ACMR | $76.1M | 9.23% | 4.54% | -3.7% | Q4 2024 |
| QFIN | $60.2M | 7.30% | 1.28% | +188.3% | Q4 2024 |
| BEKE | $31.8M | 3.85% | Not reported | Not reported | Q4 2024 |
| ATAT | $26.2M | 3.18% | 0.16% | Not reported | Q4 2024 |
| TCOM | $24.7M | 3.00% | 0.05% | +28.3% | Q2 2025 |
| IQ | $22.7M | 2.75% | 3.45% | Not reported | Q2 2025 |
| EDU | $21.8M | 2.65% | 0.03% | +8.0% | Q1 2025 |
| YMM | $21.5M | 2.61% | Not reported | +98.6% | Q4 2024 |
| BABA | $16.4M | 1.98% | 0.00% | -31.2% | Q4 2024 |
| HTHT | $16.2M | 1.96% | 0.01% | Not reported | Q4 2024 |
| LEGN | $5.49M | 0.67% | 0.07% | +56.1% | Q2 2025 |
| TUYA | $2.42M | 0.29% | 0.19% | +784.3% | Q3 2025 |
| Q3 2025 | |||||
| PDD | $336M | 39.25% | 0.05% | +55.7% | Q4 2024 |
| VNET | $123M | 14.40% | 12.40% | -2.3% | Q4 2024 |
| GDS | $93.2M | 10.88% | 0.26% | +35.5% | Q4 2024 |
| ACMR | $78.4M | 9.15% | 4.71% | +26.0% | Q4 2024 |
| BEKE | $38.3M | 4.47% | Not reported | +8.0% | Q4 2024 |
| QFIN | $31.2M | 3.64% | 0.38% | +921.4% | Q4 2024 |
| IQ | $30.2M | 3.53% | 3.45% | +41.8% | Q2 2025 |
| BABA | $29M | 3.38% | 0.00% | +139.9% | Q4 2024 |
| ATAT | $25M | 2.92% | 0.16% | +55.5% | Q4 2024 |
| TCOM | $20.2M | 2.35% | 0.04% | +83.6% | Q2 2025 |
| EDU | $19.5M | 2.28% | 0.02% | +4.1% | Q1 2025 |
| HTHT | $13.5M | 1.57% | 0.01% | +18.7% | Q4 2024 |
| YMM | $13.1M | 1.53% | Not reported | +107.5% | Q4 2024 |
| LEGN | $5.28M | 0.62% | 0.04% | +50.5% | Q2 2025 |
| TUYA | $320K | 0.04% | 0.06% | New | Q3 2025 |