Triata Capital Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Triata Capital Ltd disclosed 12 US equity positions worth $241.4m in its Q4 2024 13F filing. The largest position was PDD at 26.9% of the reported book, followed by VNET and GDS.
What did Triata Capital Ltd own in Q4 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 26.9% | $64.9m | 668,939 | – | |
| 2 | VNET VNET GROUP INC | Technology | 19.6% | $47.4m | 9,995,082 | – | |
| 3 | GDS GDS HLDGS LTD | Technology | 17.2% | $41.5m | 1,745,440 | – | |
| 4 | BEKE KE HLDGS INC | Real Estate | 12.5% | $30.2m | 1,637,257 | – | |
| 5 | BIDU BAIDU INC | Communication Services | 6.8% | $16.3m | 193,425 | – | |
| 6 | ACMR ACM RESH INC | Technology | 6.4% | $15.5m | 1,026,967 | – | |
| 7 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 4.3% | $10.4m | 386,903 | – | |
| 8 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 2.9% | $6.9m | 209,213 | – | |
| 9 | NTES NETEASE INC | Communication Services | 2.0% | $4.9m | 54,427 | – | |
| 10 | QFIN QIFU TECHNOLOGY INC | Financial Services | 1.0% | $2.4m | 61,747 | – | |
| 11 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 0.3% | $760.5k | 70,283 | – | |
| 12 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.2% | $410.5k | 4,841 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.