WFM ASIA (BVI) Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), WFM ASIA (BVI) Ltd reported 7 stock positions worth $921.3 million. Its top holding was Full Truck Alliance -SPN ADR (YMM) at 23.8% of the portfolio, followed by Sea Ltd.-ADR (SE, 22.7%) and Grab Class A (GRAB, 14.3%). Compared with Q3 2024, it opened 1 new position, added to 1 and reduced 3. The biggest buy was a new position in Zto Express Cayman Inc.-ADR (ZTO) and the biggest sale H World Group Ltd.-ADR (HTHT, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001632574
- Portfolio Value
- $921.3M (Q4 2024)
- SEC Filing
- 0001632574-25-000003 ↗ filed Feb 13, 2025
Holdings Value
Holdings 7 stocks · $921.3M
| YMM Full Truck Alliance -SPN ADR | 23.81% | 20,275,184 | $219.4M | No change |
| SE Sea Ltd.-ADR | 22.69% | 1,970,041 | $209.0M | No change |
| GRAB Grab Holdings Ltd. Class A | 14.28% | 27,875,015 | $131.6M | Reduce -15.3% |
| HTHT H World Group Ltd.-ADR | 13.21% | 3,683,316 | $121.7M | Reduce -28.6% |
| FRSH Freshworks Inc. Class A | 12.93% | 7,368,297 | $119.1M | Reduce -26.5% |
| BZ Kanzhun Ltd. - ADR | 11.84% | 7,907,300 | $109.1M | Add +30.7% |
| ZTO Zto Express Cayman Inc.-ADR | 1.23% | 581,300 | $11.4M | New |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 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 |