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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 $632,089,000 across 6 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001632574-26-000004

Period
2026-03-31
Reported value
$632M
Holdings
6
Top 10 weight
100%
New
2
Sold out
2

Part of the filer group WFM ASIA (BVI) Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GDSnew+1,274,169$51.3M
PAYPnew+1,200,000$25.6M
GRABadded+5,477,800$20M
ATATadded+525,431$19.3M
SEadded+180,700$15M

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
BZexited-4,600,645-$93.8M
MMYTexited-597,600-$49.1M

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 2026

Share positions as resolved from 13F-HR 0001632574-26-000004, largest first. % of portfolio is the value over $632,089,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,153,792 shares 43,153,792$158M24.99%+5,477,800Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,691,942 shares 1,691,942$140M22.17%+180,700Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,680,856 shares 3,680,856$135M21.44%+525,431Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,650,662 shares 14,650,662$122M19.24%0Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,274,169 shares 1,274,169$51.3M8.12%newTimeline
PAYPPAYPAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200,000 shares 1,200,000$25.6M4.05%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
BZKANZHUN LIMITED4,600,645$93.8Mshares
MMYTMAKEMYTRIP LIMITED MAURITIUS597,600$49.1Mshares

How Q1 2026 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 0001632574-26-000004 base2026-05-12acceptance time not in the bulk data set