Triata Capital Ltd

HONG KONG, K3 · CIK 2014039 · 13F filing filed 2026-08-13

Exempt reporting adviser since 2026 · other (specify)

As an employer

$588.3m reported value +6.6% vs Q1 2026

12positions

99.5%in top 10

0 new 8 added 2 reduced 2 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	3,211,624	$245.0m41.64%	41.64%	Added +1.1m	+1,129,297 54.2%
2	VNET GROUP INC SPONSORED ADS A VNET	VNET	11,763,935	$94.6m16.08%	16.08%	Added +576.3k	+576,253 5.2%
3	QIFU TECHNOLOGY INC AMERICAN DEP QFIN	QFIN	5,166,613	$81.7m13.89%	13.89%	Added +1.7m	+1,670,185 47.8%
4	GDS HLDGS LTD SPONSORED ADS GDS	GDS	1,705,220	$51.2m8.70%	8.70%	Added +617.3k	+617,318 56.7%
5	KE HLDGS INC SPONSORED ADS BEKE	BEKE	1,663,066	$24.2m4.11%	4.11%	Added +283.4k	+283,359 20.5%
6	ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS ATAT	ATAT	677,712	$21.6m3.66%	3.66%	Added +112.5k	+112,543 19.9%
7	TRIP COM GROUP LTD ADS TCOM	TCOM	503,346	$20.1m3.41%	3.41%	Added +114.8k	+114,753 29.5%
8	LEGEND BIOTECH CORP SPONSORED ADS LEGN	LEGN	629,914	$18.2m3.09%	3.09%	Unchanged
9	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	174,843	$16.8m2.85%	2.85%	Reduced -60.6k	-60,586 -25.7%
10	H WORLD GROUP LTD SPONSORED ADS HTHT	HTHT	285,338	$11.9m2.02%	2.02%	Added +47.9k	+47,903 20.2%
11	TUYA INC SPONSERED ADS TUYA	TUYA	1,145,371	$2.0m0.34%	0.34%	Unchanged
12	IQIYI INC SPONSORED ADS IQ	IQ	1,108,095	$1.2m0.20%	0.20%	Reduced -7.0m	-6,957,005 -86.3%

Security	Ticker	Shares held before	Value then
FULL TRUCK ALLIANCE CO LTD YMM	YMM	2,317,919	$19.2m2.3m shares
NEW ORIENTAL ED & TECHNOLOGY EDU	EDU	172,299	$9.8m172.3k shares