Triata Capital Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Triata Capital Ltd reported 12 stock positions worth $241.4 million. Its top holding was PDD (PDD) at 26.9% of the portfolio, followed by Vnet Group Inc.-ADR (VNET, 19.6%) and GDS Holdings Ltd. - ADR (GDS, 17.2%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0002014039
- Portfolio Value
- $241.4M (Q4 2024)
- SEC Filing
- 0002014039-25-000003 ↗ filed Feb 14, 2025
Holdings Value
Holdings 12 stocks · $241.4M
| PDD PDD Holdings Inc. | 26.88% | 668,939 | $64.9M | — |
| VNET Vnet Group Inc.-ADR | 19.62% | 9,995,082 | $47.4M | — |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 17.18% | 1,745,440 | $41.5M | — |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 12.49% | 1,637,257 | $30.2M | — |
| BIDU Baidu Inc. - Spon ADR | 6.76% | 193,425 | $16.3M | — |
| ACMR Acm Research Inc. Class A | 6.42% | 1,026,967 | $15.5M | — |
| ATAT Atour Lifestyle Holdings-ADR | 4.31% | 386,903 | $10.4M | — |
| HTHT H World Group Ltd.-ADR | 2.86% | 209,213 | $6.9M | — |
| NTES Netease Inc.-ADR | 2.01% | 54,427 | $4.9M | — |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 0.98% | 61,747 | $2.4M | — |
| YMM Full Truck Alliance -SPN ADR | 0.32% | 70,283 | $760K | — |
| BABA Alibaba Group Holding-SP ADR | 0.17% | 4,841 | $410K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $588.3M | PDD, VNET, QFIN, GDS, BEKE |
| Q1 2026 | 14 | $551.8M | PDD, VNET, QFIN, GDS, BABA |
| Q4 2025 | 15 | $825.1M | PDD, VNET, GDS, ACMR, QFIN |
| Q3 2025 | 15 | $856.8M | PDD, VNET, GDS, ACMR, BEKE |
| Q2 2025 | 15 | $512.3M | PDD, VNET, GDS, ACMR, BIDU |
| Q1 2025 | 12 | $442.0M | PDD, BIDU, VNET, BEKE, ACMR |
| Q4 2024 | 12 | $241.4M | PDD, VNET, GDS, BEKE, BIDU |