§ 13F · FUND PROFILE
Triata Capital Ltd.
AUM · $588M (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | 3.21M | $245M | 41.6% | +54% |
| 2 | VNET | VNET GROUP INC | 11.76M | $95M | 16.1% | +5% |
| 3 | QFIN | QFIN HOLDINGS INC | 5.17M | $82M | 13.9% | +48% |
| 4 | GDS | GDS HLDGS LTD | 1.71M | $51M | 8.7% | +57% |
| 5 | BEKE | KE HLDGS INC | 1.66M | $24M | 4.1% | +21% |
| 6 | ATAT | ATOUR LIFESTYLE HLDGS LTD | 678K | $22M | 3.7% | +20% |
| 7 | TCOM | TRIP COM GROUP LTD | 503K | $20M | 3.4% | +30% |
| 8 | LEGN | LEGEND BIOTECH CORP | 630K | $18M | 3.1% | ±0% |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 175K | $17M | 2.9% | −26% |
| 10 | HTHT | H WORLD GROUP LTD | 285K | $12M | 2.0% | +20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIATA SIGNAL
AC read
Triata Capital Ltd is a Other fund managing $588 million in assets. The fund runs a focused portfolio of just 12 positions.
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