Investor
Triata Capital Ltd
CIK 0002014039 · filed 2026-05-14 · SEC filing
13F book
$551.8M
Positions
14
0 new · 1 sold
Largest name
38.6%
PDD Holdings Inc. · PDD
Est. mark
−$59.8M
Price effect on 14 names still held. Flow −$213.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| PDD Holdings Inc. | PDD | 2.08M | $212.8M | 38.6% | −$23.3M | Cut−$77.2M |
| VNET Group, Inc. | VNET | 11.2M | $93.9M | 17.0% | −$783.1K | Cut−$11.9M |
| Qfin Holdings Inc | — | 3.5M | $45.1M | 8.2% | −$19.9M | Added−$15.1M |
| Gds Hldgs Ltd | — | 1.09M | $43.8M | 7.9% | $5.86M | Cut−$60M |
| Alibaba Group Hldg Ltd | — | 235.4K | $29.5M | 5.4% | −$2.36M | Added$13.2M |
| Atour Lifestyle Hldgs Ltd | — | 565.2K | $20.8M | 3.8% | −$1.46M | Cut−$5.41M |
| Ke Hldgs Inc | — | 1.38M | $20.7M | 3.7% | −$1.09M | Cut−$11.1M |
| Trip Com Group Ltd | — | 388.6K | $19.3M | 3.5% | −$7.61M | Added−$5.38M |
| Full Truck Alliance Co. Ltd. | YMM | 2.32M | $19.2M | 3.5% | −$4.87M | Added−$2.27M |
| H World Group Ltd | — | 237.4K | $11.9M | 2.2% | $769.3K | Cut−$4.25M |
| Legend Biotech Corp | LEGN | 629.9K | $11.4M | 2.1% | −$922K | Added$5.9M |
| iQIYI, Inc. | IQ | 8.07M | $10.9M | 2.0% | −$4.6M | Cut−$11.8M |
| New Oriental Ed & Technology | — | 172.3K | $9.76M | 1.8% | $275.7K | Cut−$12.1M |
| Tuya Inc. | TUYA | 1.15M | $2.65M | 0.5% | $229.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.