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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 $901,589,000 across 8 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001632574-25-000013

Period
2025-09-30
Reported value
$902M
Holdings
8
Top 10 weight
100%
New
1
Sold out
0

Part of the filer group WFM ASIA (BVI) Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MNSOnew+1,583,302$35.6M
GRABadded+2,293,000$13.8M
YBadded+86,414$1.7M

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
SEreduced-756,800-$135M
HTHTreduced-1,979,122-$77.4M
YMMreduced-379,600-$4.92M
ATATreduced-120,300-$4.52M

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, Q3 2025

Share positions as resolved from 13F-HR 0001632574-25-000013, largest first. % of portfolio is the value over $901,589,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 18,429,584 shares 18,429,584$239M26.51%-379,600Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 33,481,515 shares 33,481,515$202M22.36%+2,293,000Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,091,741 shares 1,091,741$195M21.64%-756,800Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,149,000 shares 6,149,000$144M15.93%0Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 615,293 shares; 2025Q2: 1,229,893 shares; 2025Q3: 1,109,593 shares 1,109,593$41.7M4.63%-120,300Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,056,294 shares 1,056,294$41.3M4.58%-1,979,122Timeline
MNSOMINISO GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,583,302 shares 1,583,302$35.6M3.95%newTimeline
YBYUANBAO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,086 shares; 2025Q3: 182,500 shares 182,500$3.58M0.4%+86,414Timeline

How Q3 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 0001632574-25-000013 base2025-11-12acceptance time not in the bulk data set