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Triata Capital Ltd

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13F filer, CIK 2014039, HONG KONG, Hong Kong

Triata Capital Ltd reported $856,808,666 across 15 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 93.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002014039-25-000008

Period
2025-09-30
Reported value
$857M
Holdings
15
Top 10 weight
93.97%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDDadded+910,150$120M
QFINadded+977,849$28.1M
GDSadded+630,339$24.4M
BABAadded+94,600$16.9M
ACMRadded+413,000$16.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BIDUexited-470,623-$40.4M
VNETreduced-277,335-$2.86M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002014039-25-000008, largest first. % of portfolio is the value over $856,808,666, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 668,939 shares; 2025Q1: 1,848,363 shares; 2025Q2: 1,634,328 shares; 2025Q3: 2,544,478 shares 2,544,478$336M39.25%+910,150Timeline
VNETVNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,995,082 shares; 2025Q1: 4,534,239 shares; 2025Q2: 12,225,304 shares; 2025Q3: 11,947,969 shares 11,947,969$123M14.4%-277,335Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,745,440 shares; 2025Q1: 296,019 shares; 2025Q2: 1,777,614 shares; 2025Q3: 2,407,953 shares 2,407,953$93.2M10.88%+630,339Timeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,026,967 shares; 2025Q1: 1,371,125 shares; 2025Q2: 1,590,225 shares; 2025Q3: 2,003,225 shares 2,003,225$78.4M9.15%+413,000Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,637,257 shares; 2025Q1: 1,787,118 shares; 2025Q2: 1,866,307 shares; 2025Q3: 2,015,307 shares 2,015,307$38.3M4.47%+149,000Timeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,747 shares; 2025Q1: 106,131 shares; 2025Q2: 106,131 shares; 2025Q3: 1,083,980 shares 1,083,980$31.2M3.64%+977,849Timeline
IQIQIYI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,324,800 shares; 2025Q3: 11,802,100 shares 11,802,100$30.2M3.53%+3,477,300Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,841 shares; 2025Q1: 87,541 shares; 2025Q2: 67,641 shares; 2025Q3: 162,241 shares 162,241$29M3.38%+94,600Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 386,903 shares; 2025Q1: 427,803 shares; 2025Q2: 427,803 shares; 2025Q3: 665,269 shares 665,269$25M2.92%+237,466Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,000 shares; 2025Q3: 268,100 shares 268,100$20.2M2.35%+122,100Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 293,774 shares; 2025Q2: 352,974 shares; 2025Q3: 367,374 shares 367,374$19.5M2.28%+14,400Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 209,213 shares; 2025Q1: 290,035 shares; 2025Q2: 290,035 shares; 2025Q3: 344,135 shares 344,135$13.5M1.57%+54,100Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,283 shares; 2025Q1: 400,019 shares; 2025Q2: 486,419 shares; 2025Q3: 1,009,219 shares 1,009,219$13.1M1.53%+522,800Timeline
LEGNLEGEND BIOTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,500 shares; 2025Q3: 161,800 shares 161,800$5.28M0.62%+54,300Timeline
TUYATUYA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,522 shares 129,522$320K0.04%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BIDUBAIDU INC470,623$40.4Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002014039-25-000008 base2025-11-13acceptance time not in the bulk data set