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Triata Capital Ltd

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

Triata Capital Ltd reported $551,815,796 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 93.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002014039-26-000003

Period
2026-03-31
Reported value
$552M
Holdings
14
Top 10 weight
93.71%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BABAadded+123,729$15.5M
LEGNadded+377,314$6.83M
QFINadded+371,097$4.79M
YMMadded+313,200$2.6M
TCOMadded+44,700$2.23M

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
ACMRexited-1,929,919-$76.1M
GDSreduced-1,886,396-$76M
PDDreduced-475,373-$48.6M
EDUreduced-224,487-$12.7M
VNETreduced-1,311,128-$11M

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, Q1 2026

Share positions as resolved from 13F-HR 0002014039-26-000003, largest first. % of portfolio is the value over $551,815,796, 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 668,939 shares; 2025Q1: 1,848,363 shares; 2025Q2: 1,634,328 shares; 2025Q3: 2,544,478 shares; 2025Q4: 2,557,700 shares; 2026Q1: 2,082,327 shares 2,082,327$213M38.56%-475,373Timeline
VNETVNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 12,498,810 shares; 2026Q1: 11,187,682 shares 11,187,682$93.9M17.01%-1,311,128Timeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,747 shares; 2025Q1: 106,131 shares; 2025Q2: 106,131 shares; 2025Q3: 1,083,980 shares; 2025Q4: 3,125,331 shares; 2026Q1: 3,496,428 shares 3,496,428$45.1M8.18%+371,097Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,745,440 shares; 2025Q1: 296,019 shares; 2025Q2: 1,777,614 shares; 2025Q3: 2,407,953 shares; 2025Q4: 2,974,298 shares; 2026Q1: 1,087,902 shares 1,087,902$43.8M7.94%-1,886,396Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,841 shares; 2025Q1: 87,541 shares; 2025Q2: 67,641 shares; 2025Q3: 162,241 shares; 2025Q4: 111,700 shares; 2026Q1: 235,429 shares 235,429$29.5M5.35%+123,729Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 386,903 shares; 2025Q1: 427,803 shares; 2025Q2: 427,803 shares; 2025Q3: 665,269 shares; 2025Q4: 665,269 shares; 2026Q1: 565,169 shares 565,169$20.8M3.77%-100,100Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,015,307 shares; 2026Q1: 1,379,707 shares 1,379,707$20.7M3.74%-635,600Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,000 shares; 2025Q3: 268,100 shares; 2025Q4: 343,893 shares; 2026Q1: 388,593 shares 388,593$19.3M3.51%+44,700Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,283 shares; 2025Q1: 400,019 shares; 2025Q2: 486,419 shares; 2025Q3: 1,009,219 shares; 2025Q4: 2,004,719 shares; 2026Q1: 2,317,919 shares 2,317,919$19.2M3.49%+313,200Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 209,213 shares; 2025Q1: 290,035 shares; 2025Q2: 290,035 shares; 2025Q3: 344,135 shares; 2025Q4: 344,135 shares; 2026Q1: 237,435 shares 237,435$11.9M2.16%-106,700Timeline
LEGNLEGEND BIOTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,500 shares; 2025Q3: 161,800 shares; 2025Q4: 252,600 shares; 2026Q1: 629,914 shares 629,914$11.4M2.07%+377,314Timeline
IQIQIYI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,324,800 shares; 2025Q3: 11,802,100 shares; 2025Q4: 11,802,100 shares; 2026Q1: 8,065,100 shares 8,065,100$10.9M1.97%-3,737,000Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 293,774 shares; 2025Q2: 352,974 shares; 2025Q3: 367,374 shares; 2025Q4: 396,786 shares; 2026Q1: 172,299 shares 172,299$9.76M1.77%-224,487Timeline
TUYATUYA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,522 shares; 2025Q4: 1,145,371 shares; 2026Q1: 1,145,371 shares 1,145,371$2.65M0.48%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ACMRACM RESH INC1,929,919$76.1Mshares

How Q1 2026 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 0002014039-26-000003 base2026-05-14acceptance time not in the bulk data set