WFM ASIA (BVI) Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), WFM ASIA (BVI) Ltd reported 5 stock positions worth $662.8 million. Its top holding was Grab Class A (GRAB) at 24.5% of the portfolio, followed by Sea Ltd.-ADR (SE, 24.5%) and Acm Research Class A (ACMR, 18.6%). Compared with Q1 2026, it opened 1 new position, sold out of 2 and reduced 2. The biggest buy was a new position in Acm Research Class A (ACMR) and the biggest sale an exit from GDS Holdings Ltd. - ADR (GDS).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001632574
- Portfolio Value
- $662.8M (Q2 2026)
- SEC Filing
- 0001632574-26-000006 ↗ filed Aug 11, 2026
Holdings Value
Holdings 5 stocks · $662.8M
| GRAB Grab Holdings Ltd. Class A | 24.55% | 43,153,792 | $162.7M | No change |
| SE Sea Ltd.-ADR | 24.46% | 1,691,942 | $162.1M | No change |
| ACMR Acm Research Inc. Class A | 18.56% | 969,200 | $123.0M | New |
| YMM Full Truck Alliance -SPN ADR | 17.41% | 14,210,686 | $115.4M | Reduce -3.0% |
| ATAT Atour Lifestyle Holdings-ADR | 15.02% | 3,131,291 | $99.6M | Reduce -14.9% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| ACMR Acm Research Inc. Class A | New | 18.56% | +18.56 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $662.8M | GRAB, SE, ACMR, YMM, ATAT |
| Q1 2026 | 6 | $632.1M | GRAB, SE, ATAT, YMM, GDS |
| Q4 2025 | 6 | $805.2M | SE, GRAB, YMM, ATAT, BZ |
| Q3 2025 | 8 | $901.6M | YMM, GRAB, SE, BZ, ATAT |
| Q2 2025 | 7 | $929.3M | SE, YMM, GRAB, BZ, HTHT |
| Q1 2025 | 7 | $896.1M | SE, YMM, BZ, GRAB, HTHT |
| Q4 2024 | 7 | $921.3M | YMM, SE, GRAB, HTHT, FRSH |
| Q3 2024 | 6 | $905.4M | HTHT, SE, YMM, GRAB, FRSH |
| Q2 2024 | 7 | $742.1M | SE, YMM, HTHT, FRSH, GRAB |
| Q1 2024 | 9 | $707.6M | SE, FRSH, HTHT, YMM, GRAB |