WFM ASIA (BVI) Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), WFM ASIA (BVI) Ltd reported 6 stock positions worth $805.2 million. Its top holding was Sea Ltd.-ADR (SE) at 23.9% of the portfolio, followed by Grab Class A (GRAB, 23.3%) and Full Truck Alliance -SPN ADR (YMM, 19.5%). Compared with Q3 2025, it opened 1 new position, sold out of 3, added to 3 and reduced 2. The biggest buy was Atour Lifestyle Holdings-ADR (ATAT, shares +184%) and the biggest sale Full Truck Alliance -SPN ADR (YMM, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001632574
- Portfolio Value
- $805.2M (Q4 2025)
- SEC Filing
- 0001632574-26-000003 ↗ filed Feb 12, 2026
Holdings Value
Holdings 6 stocks · $805.2M
| SE Sea Ltd.-ADR | 23.94% | 1,511,242 | $192.8M | Add +38.4% |
| GRAB Grab Holdings Ltd. Class A | 23.35% | 37,675,992 | $188.0M | Add +12.5% |
| YMM Full Truck Alliance -SPN ADR | 19.52% | 14,650,662 | $157.2M | Reduce -20.5% |
| ATAT Atour Lifestyle Holdings-ADR | 15.44% | 3,155,425 | $124.3M | Add +184.4% |
| BZ Kanzhun Ltd. - ADR | 11.65% | 4,600,645 | $93.8M | Reduce -25.2% |
| MMYT Makemytrip Ltd. | 6.10% | 597,600 | $49.1M | New |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |