WFM ASIA (BVI) Ltd 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
WFM ASIA (BVI) Ltd disclosed 7 US equity positions worth $896.1m in its Q1 2025 13F filing. The largest position was SE at 28.7% of the reported book, followed by YMM and BZ. Against the Q4 2024 filing, it opened 1 new position, added to 2 and reduced 3 among the top 7 holdings.
What did WFM ASIA (BVI) Ltd own in Q1 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 28.7% | $257.1m | 1,970,041 | 0% | held |
| 2 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 26.8% | $240.2m | 18,809,184 | -7% | reduced |
| 3 | BZ KANZHUN LIMITED | Communication Services | 18.5% | $166.0m | 8,658,500 | 10% | added |
| 4 | GRAB HOLDINGS LIMITED | 15.4% | $137.7m | 30,407,515 | 9% | added | |
| 5 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 7.6% | $67.8m | 1,831,116 | -50% | reduced |
| 6 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 1.9% | $17.4m | 615,293 | – | new |
| 7 | FRSH FRESHWORKS INC | Technology | 1.1% | $9.9m | 700,000 | -90% | reduced |
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.