# Triata Capital Ltd: Form 13F holdings

An institutional investment manager in HONG KONG. SEC CIK 2014039.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $588.3m
- Positions: 12 (12 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2014039/000201403926000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [PDD HOLDINGS INC (PDD)](/companies/pdd.md) | SPONSORED ADS | $245.0m | 41.6% | 3,211,624 |  | Added +1,129,297 |
| [VNET GROUP INC (VNET)](/companies/vnet.md) | SPONSORED ADS A | $94.6m | 16.1% | 11,763,935 |  | Added +576,253 |
| [QFIN HOLDINGS INC (QFIN)](/companies/qfin.md) | AMERICAN DEP | $81.7m | 13.9% | 5,166,613 |  | Added +1,670,185 |
| [GDS HLDGS LTD (GDS)](/companies/gds.md) | SPONSORED ADS | $51.2m | 8.7% | 1,705,220 |  | Added +617,318 |
| [KE HLDGS INC (BEKE)](/companies/beke.md) | SPONSORED ADS | $24.2m | 4.1% | 1,663,066 |  | Added +283,359 |
| [ATOUR LIFESTYLE HLDGS LTD (ATAT)](/companies/atat.md) | SPONSORED ADS | $21.6m | 3.7% | 677,712 |  | Added +112,543 |
| [TRIP COM GROUP LTD (TCOM)](/companies/tcom.md) | ADS | $20.1m | 3.4% | 503,346 |  | Added +114,753 |
| [LEGEND BIOTECH CORP (LEGN)](/companies/legn.md) | SPONSORED ADS | $18.2m | 3.1% | 629,914 |  | Unchanged |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $16.8m | 2.9% | 174,843 |  | Reduced −60,586 |
| [H WORLD GROUP LTD (HTHT)](/companies/htht.md) | SPONSORED ADS | $11.9m | 2.0% | 285,338 |  | Added +47,903 |
| [TUYA INC (TUYA)](/companies/tuya.md) | SPONSERED ADS | $2.0m | 0.3% | 1,145,371 |  | Unchanged |
| [IQIYI INC (IQ)](/companies/iq.md) | SPONSORED ADS | $1.2m | 0.2% | 1,108,095 |  | Reduced −6,957,005 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [FULL TRUCK ALLIANCE CO LTD (YMM)](/companies/ymm.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −2,317,919 |
| [NEW ORIENTAL ED & TECHNOLOGY (EDU)](/companies/edu.md) | SPON ADR | $0 | 0.0% | 0 |  | Sold out −172,299 |

Source: SEC EDGAR, Form 13F-HR, accession 0002014039-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.