Wfm Asia (bvi) LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Wfm Asia (bvi) LTD disclosed 6 US equity positions worth $632.1m in its Q1 2026 13F filing. The largest position was GRAB HOLDINGS LIMITED at 25.0% of the reported book, followed by SE and ATAT.
What did Wfm Asia (bvi) LTD own in Q1 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GRAB HOLDINGS LIMITED | 25.0% | $157.9m | 43,153,792 | – | ||
| 2 | SE SEA LTD | Consumer Cyclical | 22.2% | $140.1m | 1,691,942 | – | |
| 3 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 21.4% | $135.5m | 3,680,856 | – | |
| 4 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 19.2% | $121.6m | 14,650,662 | – | |
| 5 | GDS GDS HLDGS LTD | Technology | 8.1% | $51.3m | 1,274,169 | – | |
| 6 | PAYP PAYPAY CORP | 4.1% | $25.6m | 1,200,000 | – |
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.