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WFM ASIA (BVI) Ltd

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13F filer, CIK 1632574, HONG KONG, Hong Kong

WFM ASIA (BVI) Ltd reported $896,084,000 across 7 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001632574-25-000005

Period
2025-03-31
Reported value
$896M
Holdings
7
Top 10 weight
100%
New
1
Sold out
1

Part of the filer group WFM ASIA (BVI) Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ATATnew+615,293$17.4M
BZadded+751,200$14.4M
GRABadded+2,532,500$11.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FRSHreduced-6,668,297-$94.1M
HTHTreduced-1,852,200-$68.6M
YMMreduced-1,466,000-$18.7M
ZTOexited-581,300-$11.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001632574-25-000005, largest first. % of portfolio is the value over $896,084,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970,041 shares; 2024Q4: 1,970,041 shares; 2025Q1: 1,970,041 shares 1,970,041$257M28.69%0Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,275,184 shares; 2024Q4: 20,275,184 shares; 2025Q1: 18,809,184 shares 18,809,184$240M26.8%-1,466,000Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,051,800 shares; 2024Q4: 7,907,300 shares; 2025Q1: 8,658,500 shares 8,658,500$166M18.52%+751,200Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,900,115 shares; 2024Q4: 27,875,015 shares; 2025Q1: 30,407,515 shares 30,407,515$138M15.37%+2,532,500Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157,116 shares; 2024Q4: 3,683,316 shares; 2025Q1: 1,831,116 shares 1,831,116$67.8M7.56%-1,852,200Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 615,293 shares 615,293$17.4M1.95%newTimeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,018,862 shares; 2024Q4: 7,368,297 shares; 2025Q1: 700,000 shares 700,000$9.88M1.1%-6,668,297Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ZTOZTO EXPRESS CAYMAN INC581,300$11.4Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001632574-25-000005 base2025-05-13acceptance time not in the bulk data set