Triata Capital LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Triata Capital LTD disclosed 14 US equity positions worth $551.8m in its Q1 2026 13F filing. The largest position was PDD at 38.6% of the reported book, followed by VNET and QFIN.
What did Triata Capital LTD own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 38.6% | $212.8m | 2,082,327 | – | |
| 2 | VNET VNET GROUP INC | Technology | 17.0% | $93.9m | 11,187,682 | – | |
| 3 | QFIN QFIN HOLDINGS INC | Financial Services | 8.2% | $45.1m | 3,496,428 | – | |
| 4 | GDS GDS HLDGS LTD | Technology | 7.9% | $43.8m | 1,087,902 | – | |
| 5 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.4% | $29.5m | 235,429 | – | |
| 6 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 3.8% | $20.8m | 565,169 | – | |
| 7 | BEKE KE HLDGS INC | Real Estate | 3.7% | $20.7m | 1,379,707 | – | |
| 8 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 3.5% | $19.3m | 388,593 | – | |
| 9 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 3.5% | $19.2m | 2,317,919 | – | |
| 10 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 2.2% | $11.9m | 237,435 | – | |
| 11 | LEGN LEGEND BIOTECH CORP | Healthcare | 2.1% | $11.4m | 629,914 | – | |
| 12 | IQ IQIYI INC | Communication Services | 2.0% | $10.9m | 8,065,100 | – | |
| 13 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 1.8% | $9.8m | 172,299 | – | |
| 14 | TUYA TUYA INC | 0.5% | $2.6m | 1,145,371 | – |
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.