WFM ASIA (BVI) Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), WFM ASIA (BVI) Ltd reported 6 stock positions worth $905.4 million. Its top holding was H World Group Ltd.-ADR (HTHT) at 21.2% of the portfolio, followed by Sea Ltd.-ADR (SE, 20.5%) and Full Truck Alliance -SPN ADR (YMM, 20.2%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 4 and reduced 1. The biggest buy was a new position in Kanzhun Ltd. - ADR (BZ) and the biggest sale an exit from Zto Express Cayman Inc.-ADR (ZTO).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001632574
- Portfolio Value
- $905.4M (Q3 2024)
- SEC Filing
- 0001632574-24-000011 ↗ filed Nov 8, 2024
Holdings Value
Holdings 6 stocks · $905.4M
| HTHT H World Group Ltd.-ADR | 21.19% | 5,157,116 | $191.8M | Add +25.4% |
| SE Sea Ltd.-ADR | 20.52% | 1,970,041 | $185.7M | Reduce -24.8% |
| YMM Full Truck Alliance -SPN ADR | 20.18% | 20,275,184 | $182.7M | Add +15.2% |
| GRAB Grab Holdings Ltd. Class A | 13.81% | 32,900,115 | $125.0M | Add +9.6% |
| FRSH Freshworks Inc. Class A | 12.70% | 10,018,862 | $115.0M | Add +6.1% |
| BZ Kanzhun Ltd. - ADR | 11.60% | 6,051,800 | $105.1M | New |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
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 |