WFM ASIA (BVI) Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
WFM ASIA (BVI) Ltd disclosed 8 US equity positions worth $901.6m in its Q3 2025 13F filing. The largest position was YMM at 26.5% of the reported book, followed by GRAB HOLDINGS LIMITED and SE. Against the Q2 2025 filing, it opened 1 new position, added to 2 and reduced 4 among the top 8 holdings.
What did WFM ASIA (BVI) Ltd own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 26.5% | $239.0m | 18,429,584 | -2% | reduced |
| 2 | GRAB HOLDINGS LIMITED | 22.4% | $201.6m | 33,481,515 | 7% | added | |
| 3 | SE SEA LTD | Consumer Cyclical | 21.6% | $195.1m | 1,091,741 | -41% | reduced |
| 4 | BZ KANZHUN LIMITED | Communication Services | 15.9% | $143.6m | 6,149,000 | 0% | held |
| 5 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 4.6% | $41.7m | 1,109,593 | -10% | reduced |
| 6 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 4.6% | $41.3m | 1,056,294 | -65% | reduced |
| 7 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 4.0% | $35.6m | 1,583,302 | – | new |
| 8 | YB YUANBAO INC | 0.4% | $3.6m | 182,500 | 90% | added |
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.