Triata Capital LTD Portfolio Holdings by Sector

Triata Capital LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical PDD BABA 2 stocks	$230 Million 53.58% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services BIDU 1 stocks	$52.3 Million 12.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology VNET GDS 2 stocks	$44.7 Million 10.39% of portfolio	-	2	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate BEKE 1 stocks	$35.9 Million 8.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ACMR 1 stocks	$32 Million 7.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive EDU 1 stocks	$14 Million 3.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$10.7 Million 2.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology YMM 1 stocks	$5.11 Million 1.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services QFIN 1 stocks	$4.77 Million 1.11% of portfolio	1	-	-	-	0 Calls 0 Puts

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