WFM ASIA (BVI) Ltd 13F Holdings · Q2 2026
WFM ASIA (BVI) Ltd reported 5 securities worth $662.78M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GRAB (24.55%), SE (24.46%), ACMR (18.56%). Among its top 25 positions this quarter: 1 new, 2 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GRAB | GRAB HOLDINGS LIMITED | $162.7M | 24.55% | 43.2M | Hold |
| 2 | SE | SEA LTD | $162.1M | 24.46% | 1.7M | Hold |
| 3 | ACMR | ACM RESH INC | $123.0M | 18.56% | 969,200 | New |
| 4 | YMM | FULL TRUCK ALLIANCE CO LTD | $115.4M | 17.41% | 14.2M | Trimmed |
| 5 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $99.6M | 15.02% | 3.1M | Trimmed |
| 6 | GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | Exited |
| 7 | PAYP | PAYPAY CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR