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Disclosery

WFM ASIA (BVI) Ltd

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

WFM ASIA (BVI) Ltd reported $805,154,000 across 6 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001632574-26-000003

Period
2025-12-31
Reported value
$805M
Holdings
6
Top 10 weight
100%
New
1
Sold out
3

Part of the filer group WFM ASIA (BVI) Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ATATadded+2,045,832$80.6M
SEadded+419,501$53.5M
MMYTnew+597,600$49.1M
GRABadded+4,194,477$20.9M

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
HTHTexited-1,056,294-$41.3M
YMMreduced-3,778,922-$40.5M
MNSOexited-1,583,302-$35.6M
BZreduced-1,548,355-$31.6M
YBexited-182,500-$3.58M

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, Q4 2025

Share positions as resolved from 13F-HR 0001632574-26-000003, largest first. % of portfolio is the value over $805,154,000, 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; 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; 2025Q4: 1,511,242 shares 1,511,242$193M23.94%+419,501Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 37,675,992 shares 37,675,992$188M23.35%+4,194,477Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 14,650,662 shares 14,650,662$157M19.52%-3,778,922Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 615,293 shares; 2025Q2: 1,229,893 shares; 2025Q3: 1,109,593 shares; 2025Q4: 3,155,425 shares 3,155,425$124M15.44%+2,045,832Timeline
BZKANZHUN LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,600,645 shares 4,600,645$93.8M11.65%-1,548,355Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597,600 shares 597,600$49.1M6.1%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
HTHTH WORLD GROUP LTD1,056,294$41.3Mshares
MNSOMINISO GROUP HLDG LTD1,583,302$35.6Mshares
YBYUANBAO INC182,500$3.58Mshares

How Q4 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 0001632574-26-000003 base2026-02-12acceptance time not in the bulk data set