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	$365 Million 43.92% of portfolio	2	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology VNET GDS 2 stocks	$217 Million 26.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ACMR 1 stocks	$78.4 Million 9.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate BEKE 1 stocks	$38.3 Million 4.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services QFIN 1 stocks	$31.2 Million 3.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services IQ 1 stocks	$30.2 Million 3.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TCOM 1 stocks	$20.2 Million 2.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive EDU 1 stocks	$19.5 Million 2.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$13.5 Million 1.62% of portfolio	1	-	-	-	0 Calls 0 Puts

Software—Application \| Technology YMM 1 stocks	$13.1 Million 1.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare LEGN 1 stocks	$5.28 Million 0.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TUYA 1 stocks	$319,919 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts

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