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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 $929,333,000 across 7 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001632574-25-000011

Period
2025-06-30
Reported value
$929M
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
HTHTadded+1,204,300$40.8M
ATATadded+614,600$20M
GRABadded+781,000$3.93M
YBnew+96,086$2.02M

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
BZreduced-2,509,500-$44.8M
SEreduced-121,500-$19.4M
FRSHexited-700,000-$9.88M

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, Q2 2025

Share positions as resolved from 13F-HR 0001632574-25-000011, largest first. % of portfolio is the value over $929,333,000, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970,041 shares; 2024Q4: 1,970,041 shares; 2025Q1: 1,970,041 shares; 2025Q2: 1,848,541 shares 1,848,541$296M31.81%-121,500Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,275,184 shares; 2024Q4: 20,275,184 shares; 2025Q1: 18,809,184 shares; 2025Q2: 18,809,184 shares 18,809,184$222M23.9%0Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,900,115 shares; 2024Q4: 27,875,015 shares; 2025Q1: 30,407,515 shares; 2025Q2: 31,188,515 shares 31,188,515$157M16.88%+781,000Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,051,800 shares; 2024Q4: 7,907,300 shares; 2025Q1: 8,658,500 shares; 2025Q2: 6,149,000 shares 6,149,000$110M11.8%-2,509,500Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157,116 shares; 2024Q4: 3,683,316 shares; 2025Q1: 1,831,116 shares; 2025Q2: 3,035,416 shares 3,035,416$103M11.08%+1,204,300Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 615,293 shares; 2025Q2: 1,229,893 shares 1,229,893$40M4.3%+614,600Timeline
YBYUANBAO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,086 shares 96,086$2.02M0.22%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
FRSHFRESHWORKS INC700,000$9.88Mshares

How Q2 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 0001632574-25-000011 base2025-08-12acceptance time not in the bulk data set