WFM ASIA (BVI) Ltd
CIK: 0001632574SEC EDGAR →
Portfolio Value
$805.2M
Holdings
6
As of
Q4 2025
New Positions
1
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SEA LTD | 1,511,242 | $192.8M | 23.94% |
| 2 | GRAB HOLDINGS LIMITED | 37,675,992 | $188.0M | 23.35% |
| 3 | FULL TRUCK ALLIANCE CO LTD | 14,650,662 | $157.2M | 19.52% |
| 4 | ATOUR LIFESTYLE HLDGS LTD | 3,155,425 | $124.3M | 15.44% |
| 5 | KANZHUN LIMITED | 4,600,645 | $93.8M | 11.65% |
| 6 | MAKEMYTRIP LIMITED MAURITIUS | 597,600 | $49.1M | 6.10% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 3 | $366.2M | 45.5% |
| Technology | 2 | $345.2M | 42.9% |
| Industrials | 1 | $93.8M | 11.6% |