WFM ASIA (BVI) Ltd

HONG KONG, K3 · CIK 1632574 · 13F filing filed 2025-08-12

SEC-registered investment adviser since 2006 · corporation

Other 13F filers in this group: WFM ASIA (HK) Ltd files a notice

$929.3m reported value +3.7% vs Q1 2025

7positions

100.0%in top 10

1 new 3 added 2 reduced 1 sold out vs Q1 2025

This report includes the holdings of 1 other manager that shares the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SEA LTD SPONSORD ADS SE	SE	1,848,541	$295.7m31.81%	31.81%	Reduced -121.5k	-121,500 -6.2%
2	FULL TRUCK ALLIANCE CO LTD SPONSORED ADS YMM	YMM	18,809,184	$222.1m23.90%	23.90%	Unchanged
3	GRAB HOLDINGS LIMITED CLASS A ORD GRAB	GRAB	31,188,515	$156.9m16.88%	16.88%	Added +781.0k	+781,000 2.6%
4	KANZHUN LIMITED SPONSORED ADS BZ	BZ	6,149,000	$109.7m11.80%	11.80%	Reduced -2.5m	-2,509,500 -29.0%
5	H WORLD GROUP LTD SPONSORED ADS HTHT	HTHT	3,035,416	$103.0m11.08%	11.08%	Added +1.2m	+1,204,300 65.8%
6	ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS ATAT	ATAT	1,229,893	$40.0m4.30%	4.30%	Added +614.6k	+614,600 99.9%
7	YUANBAO INC SPONSORED ADS YB	YB	96,086	$2.0m0.22%	0.22%	New

Security	Ticker	Shares held before	Value then
FRESHWORKS INC FRSH	FRSH	700,000	$9.9m700.0k shares