Triata Capital Ltd
CIK: 2014039
New Positions
0
Holdings (12)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 13, 2026
- PDD
PDD HOLDINGS INC
$244.98M
3.21M sh41.64%+54.2% - VNET
VNET GROUP INC
$94.58M
11.76M sh16.08%+5.2% - QFIN
QFIN HOLDINGS INC
$81.68M
5.17M sh13.89%+47.8% - GDS
GDS HLDGS LTD
$51.21M
1.71M sh8.70%+56.7% - BEKE
KE HLDGS INC
$24.16M
1.66M sh4.11%+20.5% - ATAT
ATOUR LIFESTYLE HLDGS LTD
$21.55M
677,712 sh3.66%+19.9% - TCOM
TRIP COM GROUP LTD
$20.05M
503,346 sh3.41%+29.5% - LEGN
LEGEND BIOTECH CORP
$18.19M
629,914 sh3.09%+0.0% - BABA
ALIBABA GROUP HLDG LTD
$16.78M
174,843 sh2.85%-25.7% - HTHT
H WORLD GROUP LTD
$11.9M
285,338 sh2.02%+20.2% - TUYA
TUYA INC
$2.02M
1.15M sh0.34%+0.0% - IQ
IQIYI INC
$1.15M
1.11M sh0.20%-86.3%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 PDD PDD HOLDINGS INC | 3.21M | $244.98M | +54.2% | 41.64% | Q2 2026 |
 VNET VNET GROUP INC | 11.76M | $94.58M | +5.2% | 16.08% | Q2 2026 |
 QFIN QFIN HOLDINGS INC | 5.17M | $81.68M | +47.8% | 13.89% | Q2 2026 |
 GDS GDS HLDGS LTD | 1.71M | $51.21M | +56.7% | 8.70% | Q2 2026 |
 BEKE KE HLDGS INC | 1.66M | $24.16M | +20.5% | 4.11% | Q2 2026 |
 ATAT ATOUR LIFESTYLE HLDGS LTD | 677,712 | $21.55M | +19.9% | 3.66% | Q2 2026 |
 TCOM TRIP COM GROUP LTD | 503,346 | $20.05M | +29.5% | 3.41% | Q2 2026 |
 LEGN LEGEND BIOTECH CORP | 629,914 | $18.19M | +0.0% | 3.09% | Q2 2026 |
 BABA ALIBABA GROUP HLDG LTD | 174,843 | $16.78M | -25.7% | 2.85% | Q2 2026 |
 HTHT H WORLD GROUP LTD | 285,338 | $11.9M | +20.2% | 2.02% | Q2 2026 |
 TUYA TUYA INC | 1.15M | $2.02M | +0.0% | 0.34% | Q2 2026 |
 IQ IQIYI INC | 1.11M | $1.15M | -86.3% | 0.20% | Q2 2026 |
1-12 of 12 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Triata Capital Ltd
Triata Capital Ltd is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2014039). Signal8 holds 13 13F filings from it.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 13, 2026. That report lists 12 securities, not counting options, down from 14 in Q1 2026.
Its five largest reported positions, in order, are PDD HOLDINGS INC (PDD), VNET GROUP INC (VNET), QFIN HOLDINGS INC (QFIN), GDS HLDGS LTD (GDS) and KE HLDGS INC (BEKE). The next five are ATOUR LIFESTYLE HLDGS LTD (ATAT), TRIP COM GROUP LTD (TCOM), LEGEND BIOTECH CORP (LEGN), ALIBABA GROUP HLDG LTD (BABA) and H WORLD GROUP LTD (HTHT).
Recent 13F filings by Triata Capital Ltd
- Q2 2026: 13F-HR filed Aug 13, 2026, listing 12 securities.
- Q1 2026: 13F-HR filed May 14, 2026, listing 14 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 15 securities.
- Q3 2025: 13F-HR filed Nov 12, 2025, listing 15 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 15 securities.
- Q1 2025: 13F-HR filed May 14, 2025, listing 12 securities.