WFM ASIA (BVI) Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
WFM ASIA (BVI) Ltd disclosed 6 US equity positions worth $905.4m in its Q3 2024 13F filing. The largest position was HTHT at 21.2% of the reported book, followed by SE and YMM.
What did WFM ASIA (BVI) Ltd own in Q3 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 21.2% | $191.8m | 5,157,116 | – | |
| 2 | SE SEA LTD | Consumer Cyclical | 20.5% | $185.7m | 1,970,041 | – | |
| 3 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 20.2% | $182.7m | 20,275,184 | – | |
| 4 | GRAB HOLDINGS LIMITED | 13.8% | $125.0m | 32,900,115 | – | ||
| 5 | FRSH FRESHWORKS INC | Technology | 12.7% | $115.0m | 10,018,862 | – | |
| 6 | BZ KANZHUN LIMITED | Communication Services | 11.6% | $105.1m | 6,051,800 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.