WFM ASIA (BVI) Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), WFM ASIA (BVI) Ltd reported 7 stock positions worth $929.3 million. Its top holding was Sea Ltd.-ADR (SE) at 31.8% of the portfolio, followed by Full Truck Alliance -SPN ADR (YMM, 23.9%) and Grab Class A (GRAB, 16.9%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 3 and reduced 2. The biggest buy was H World Group Ltd.-ADR (HTHT, shares +66%) and the biggest sale Kanzhun Ltd. - ADR (BZ, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001632574
- Portfolio Value
- $929.3M (Q2 2025)
- SEC Filing
- 0001632574-25-000011 ↗ filed Aug 12, 2025
Holdings Value
Holdings 7 stocks · $929.3M
| SE Sea Ltd.-ADR | 31.81% | 1,848,541 | $295.7M | Reduce -6.2% |
| YMM Full Truck Alliance -SPN ADR | 23.90% | 18,809,184 | $222.1M | No change |
| GRAB Grab Holdings Ltd. Class A | 16.88% | 31,188,515 | $156.9M | Add +2.6% |
| BZ Kanzhun Ltd. - ADR | 11.80% | 6,149,000 | $109.7M | Reduce -29.0% |
| HTHT H World Group Ltd.-ADR | 11.08% | 3,035,416 | $103.0M | Add +65.8% |
| ATAT Atour Lifestyle Holdings-ADR | 4.30% | 1,229,893 | $40.0M | Add +99.9% |
| YB Yuanbao Inc. -ADR | 0.22% | 96,086 | $2.0M | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |