Institutional Fund
Triata Capital Ltd
Hong Kong, Hong KongCIK 20140395 filings on record
Portfolio Value
$551.82M
Q1 2026
Holdings
14
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-33.1%
from $825.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pdd Holdings Inc38.6%
- Vnet Group Inc17.0%
- Qifu Technology Inc8.2%
- Gds Hldgs Ltd7.9%
- Alibaba Group Hldg Ltd5.4%
- Atour Lifestyle Hldgs Ltd3.8%
- Other19.2%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pdd Holdings Inc | 2.08M | $212.77M | 38.6% | −475.4K | Reduced |
| 2 | Vnet Group Inc | 11.19M | $93.86M | 17.0% | −1.31M | Reduced |
| 3 | Qifu Technology Inc | 3.50M | $45.14M | 8.2% | +371.1K | Added |
| 4 | Gds Hldgs Ltd | 1.09M | $43.83M | 7.9% | −1.89M | Reduced |
| 5 | Alibaba Group Hldg Ltd | 235.4K | $29.54M | 5.4% | +123.7K | Added |
| 6 | Atour Lifestyle Hldgs Ltd | 565.2K | $20.80M | 3.8% | −100.1K | Reduced |
| 7 | Ke Hldgs Inc | 1.38M | $20.65M | 3.7% | −635.6K | Reduced |
| 8 | Trip Com Group Ltd | 388.6K | $19.35M | 3.5% | +44.7K | Added |
| 9 | Full Truck Alliance Co Ltd | 2.32M | $19.24M | 3.5% | +313.2K | Added |
| 10 | H World Group Ltd | 237.4K | $11.94M | 2.2% | −106.7K | Reduced |
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