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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 $662,777,000 across 5 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-11.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001632574-26-000006

Period
2026-06-30
Reported value
$663M
Holdings
5
Top 10 weight
100%
New
1
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
ACMRnew+969,200$123M

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
GDSexited-1,274,169-$51.3M
PAYPexited-1,200,000-$25.6M
ATATreduced-549,565-$17.5M
YMMreduced-439,976-$3.57M

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 2026

Share positions as resolved from 13F-HR 0001632574-26-000006, largest first. % of portfolio is the value over $662,777,000, 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; 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; 2026Q2: 43,153,792 shares 43,153,792$163M24.55%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,691,942 shares 1,691,942$162M24.46%0Timeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 969,200 shares 969,200$123M18.56%newTimeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,210,686 shares 14,210,686$115M17.41%-439,976Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,131,291 shares 3,131,291$99.6M15.02%-549,565Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
GDSGDS HLDGS LTD1,274,169$51.3Mshares
PAYPPAYPAY CORP1,200,000$25.6Mshares

How Q2 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 0001632574-26-000006 base2026-08-11acceptance time not in the bulk data set