WFM ASIA (BVI) Ltd 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
WFM ASIA (BVI) Ltd disclosed 6 US equity positions worth $805.2m in its Q4 2025 13F filing. The largest position was SE at 23.9% of the reported book, followed by GRAB HOLDINGS LIMITED and YMM. Against the Q3 2025 filing, it opened 1 new position, added to 3 and reduced 2 among the top 6 holdings.
What did WFM ASIA (BVI) Ltd own in Q4 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 23.9% | $192.8m | 1,511,242 | 38% | added |
| 2 | GRAB HOLDINGS LIMITED | 23.3% | $188.0m | 37,675,992 | 13% | added | |
| 3 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 19.5% | $157.2m | 14,650,662 | -21% | reduced |
| 4 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 15.4% | $124.3m | 3,155,425 | 184% | added |
| 5 | BZ KANZHUN LIMITED | Communication Services | 11.6% | $93.8m | 4,600,645 | -25% | reduced |
| 6 | MAKEMYTRIP LIMITED MAURITIUS | 6.1% | $49.1m | 597,600 | – | 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.