WFM ASIA (BVI) Ltd

CIK: 0001632574Latest portfolio: $805.2M · Q4 2025

Holdings

6

Total Value

$805.2M

New Positions

1

Closed Positions

3

Top Holdings

#StockSharesValue% PortfolioChangeType
1
SESEA LTD
1,511,242$192.8M23.94%+420K
2
GRABGRAB HOLDINGS LIMITED
37,675,992$188.0M23.35%+4.2M
3
YMMFULL TRUCK ALLIANCE CO LTD
14,650,662$157.2M19.52%-3,778,922
4
ATATATOUR LIFESTYLE HLDGS LTD
3,155,425$124.3M15.44%+2.0M
5
BZKANZHUN LIMITED
4,600,645$93.8M11.65%-1,548,355
6
MMYTMAKEMYTRIP LIMITED MAURITIUS
597,600$49.1M6.10%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
GRAB37.7M+4.2M
ATAT3.2M+2.0M
SE1.5M+420K

Decreased Positions

NameSharesChange
YMM14.7M-3778922
BZ4.6M-1548355

Sector Breakdown

Consumer Cyclical0.0% ($19278912.4T)
Technology0.0% ($188.0T)
Industrials0.0% ($93.8M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$805.2M6
Q3 2025Nov 12, 2025$901.6M8
Q2 2025Aug 12, 2025$929.3M7
Q1 2025May 13, 2025$896.1M7
Q4 2024Feb 13, 2025$921.3M7

Fund Information

CIK0001632574
Most Recent FilingFeb 12, 2026
Number of Filings5

WFM ASIA (BVI) Ltd is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $805.2M across 6 holdings. The largest position is SEA LTD (SE), representing 23.9% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.