WFM ASIA (BVI) Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), WFM ASIA (BVI) Ltd reported 6 stock positions worth $632.1 million. Its top holding was Grab Class A (GRAB) at 25.0% of the portfolio, followed by Sea Ltd.-ADR (SE, 22.2%) and Atour Lifestyle Holdings-ADR (ATAT, 21.4%). Compared with Q4 2025, it opened 2 new positions, sold out of 2 and added to 3. The biggest buy was a new position in GDS Holdings Ltd. - ADR (GDS) and the biggest sale an exit from Kanzhun Ltd. - ADR (BZ).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001632574
- Portfolio Value
- $632.1M (Q1 2026)
- SEC Filing
- 0001632574-26-000004 ↗ filed May 12, 2026
Holdings Value
Holdings 6 stocks · $632.1M
| GRAB Grab Holdings Ltd. Class A | 24.99% | 43,153,792 | $157.9M | Add +14.5% |
| SE Sea Ltd.-ADR | 22.17% | 1,691,942 | $140.1M | Add +12.0% |
| ATAT Atour Lifestyle Holdings-ADR | 21.44% | 3,680,856 | $135.5M | Add +16.6% |
| YMM Full Truck Alliance -SPN ADR | 19.24% | 14,650,662 | $121.6M | No change |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 8.12% | 1,274,169 | $51.3M | New |
| PAYP Paypay Corp. | 4.05% | 1,200,000 | $25.6M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
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 |