WFM ASIA (BVI) Ltd reported 5 positions worth $662.78M for the quarter ended Jun 30, 2026, up 4.9% on the prior quarter. It opened 1 new position, added to 0, trimmed 2 and exited 2. Its largest holding is Grab Holdings Ltd at 24.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ACMR ACM Research, Inc. | +969.2K | – | $122.98M | 18.56% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ACMR ACM Research, Inc. | +969.2K | $122.98M | 18.56% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GRAB Grab Holdings Ltd | Technology | 43.15M | $162.69M | 24.55% | 0 | 0.0% | Unchanged | 1.05% |
| 2 | SE Sea Ltd | Technology | 1.69M | $162.14M | 24.46% | 0 | 0.0% | Unchanged | 0.28% |
| 3 | ACMR ACM Research, Inc. | Technology | 969.2K | $122.98M | 18.56% | +969.2K | – | New | 1.39% |
| 4 | YMM Full Truck Alliance Co. Ltd. | Technology | 14.21M | $115.39M | 17.41% | -440.0K | -3.0% | Reduced | 1.36% |
| 5 | ATAT Atour Lifestyle Holdings Ltd | Consumer Discretionary | 3.13M | $99.58M | 15.02% | -549.6K | -14.9% | Reduced | 2.28% |
Tip. Select a row to see that position’s full history at Wfm Asia (Bvi).
As of its Q2 2026 13F filing, WFM ASIA (BVI) Ltd’s five largest positions were Grab Holdings Ltd (GRAB) at 24.5%, Sea Ltd (SE) at 24.5%, ACM Research, Inc. (ACMR) at 18.6%, Full Truck Alliance Co. Ltd. (YMM) at 17.4%, Atour Lifestyle Holdings Ltd (ATAT) at 15.0% of the reported portfolio.
WFM ASIA (BVI) Ltd reported a 13F portfolio worth $662.78M across 5 positions for Q2 2026. That is up 4.9% from the previous quarter.
Its largest purchases by value were ACM Research, Inc. ($122.98M). It opened 1 new positions.
Its largest sales by value were GDS Holdings Ltd ($51.34M), PayPay Corp ($25.61M), Atour Lifestyle Holdings Ltd ($17.48M). It exited 2 positions entirely.
From the Form 13F-HR reports WFM ASIA (BVI) Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.