Wfm Asia (bvi) LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Wfm Asia (bvi) LTD disclosed 5 US equity positions worth $662.8m in its Q2 2026 13F filing. The largest position was GRAB HOLDINGS LIMITED at 24.5% of the reported book, followed by SE and ACMR. Against the Q1 2026 filing, it opened 1 new position, added to 0 and reduced 2 among the top 5 holdings.
What did Wfm Asia (bvi) LTD own in Q2 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GRAB HOLDINGS LIMITED | 24.5% | $162.7m | 43,153,792 | 0% | held | |
| 2 | SE SEA LTD | Consumer Cyclical | 24.5% | $162.1m | 1,691,942 | 0% | held |
| 3 | ACMR ACM RESH INC | Technology | 18.6% | $123.0m | 969,200 | – | new |
| 4 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 17.4% | $115.4m | 14,210,686 | -3% | reduced |
| 5 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 15.0% | $99.6m | 3,131,291 | -15% | 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.