WFM ASIA (BVI) Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
WFM ASIA (BVI) Ltd disclosed 7 US equity positions worth $921.3m in its Q4 2024 13F filing. The largest position was YMM at 23.8% of the reported book, followed by SE and GRAB HOLDINGS LIMITED. Against the Q3 2024 filing, it opened 1 new position, added to 1 and reduced 3 among the top 7 holdings.
What did WFM ASIA (BVI) Ltd own in Q4 2024? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 23.8% | $219.4m | 20,275,184 | 0% | held |
| 2 | SE SEA LTD | Consumer Cyclical | 22.7% | $209.0m | 1,970,041 | 0% | held |
| 3 | GRAB HOLDINGS LIMITED | 14.3% | $131.6m | 27,875,015 | -15% | reduced | |
| 4 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 13.2% | $121.7m | 3,683,316 | -29% | reduced |
| 5 | FRSH FRESHWORKS INC | Technology | 12.9% | $119.1m | 7,368,297 | -26% | reduced |
| 6 | BZ KANZHUN LIMITED | Communication Services | 11.8% | $109.1m | 7,907,300 | 31% | added |
| 7 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 1.2% | $11.4m | 581,300 | – | new |
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.