Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Triata Capital Ltd (CIK 2014039) reported $551.8M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PDD ($212.8M, 38.56%), VNET ($93.9M, 17.01%), QFIN ($45.1M, 8.18%), GDS ($43.8M, 7.94%), BABA ($29.5M, 5.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDD | PDD HOLDINGS INC | $212.8M | 38.56% | 2.1M | Trimmed |
| 2 | VNET | VNET GROUP INC | $93.9M | 17.01% | 11.2M | Trimmed |
| 3 | QFIN | QFIN HOLDINGS INC | $45.1M | 8.18% | 3.5M | Added |
| 4 | GDS | GDS HLDGS LTD | $43.8M | 7.94% | 1.1M | Trimmed |
| 5 | BABA | ALIBABA GROUP HLDG LTD | $29.5M | 5.35% | 235,429 | Added |
| 6 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $20.8M | 3.77% | 565,169 | Trimmed |
| 7 | BEKE | KE HLDGS INC | $20.7M | 3.74% | 1.4M | Trimmed |
| 8 | TCOM | TRIP COM GROUP LTD | $19.3M | 3.51% | 388,593 | Added |
| 9 | YMM | FULL TRUCK ALLIANCE CO LTD | $19.2M | 3.49% | 2.3M | Added |
| 10 | HTHT | H WORLD GROUP LTD | $11.9M | 2.16% | 237,435 | Trimmed |
| 11 | LEGN | LEGEND BIOTECH CORP | $11.4M | 2.07% | 629,914 | Added |
| 12 | IQ | IQIYI INC | $10.9M | 1.97% | 8.1M | Trimmed |
| 13 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $9.8M | 1.77% | 172,299 | Trimmed |
| 14 | TUYA | TUYA INC | $2.6M | 0.48% | 1.1M | Hold |
| 15 | ACMR | ACM RESH INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31