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	$179 Million 35.86% of portfolio	-	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology VNET GDS 2 stocks	$139 Million 27.83% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ACMR 1 stocks	$41.2 Million 8.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services BIDU 1 stocks	$40.4 Million 8.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate BEKE 1 stocks	$33.1 Million 6.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive EDU 1 stocks	$19 Million 3.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services IQ 1 stocks	$14.7 Million 2.96% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$9.84 Million 1.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TCOM 1 stocks	$8.56 Million 1.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology YMM 1 stocks	$5.74 Million 1.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services QFIN 1 stocks	$4.6 Million 0.92% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare LEGN 1 stocks	$3.82 Million 0.77% of portfolio	1	-	1	-	0 Calls 0 Puts

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