StockDriftsStockDriftsTop 5 WFM ASIA (BVI) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRAB | GRAB HOLDINGS LIMITED | 24.55% | 43.15M | $162.7M | +0.00%(+0) | $3.94(-5.12%) | 2026-06-30 | |
| SE | SEA LTD | 24.46% | 1.69M | $162.1M | +0.00%(+0) | $90.87(+41.76%) | 2026-06-30 | |
| ACMR | ACM RESH INC | 18.56% | 969.2K | $123.0M | new | $82.41(-2.34%) | 2026-06-30 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 17.41% | 14.21M | $115.4M | -3.00%(-439.98K) | $8.66(+9.02%) | 2026-06-30 | |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 15.02% | 3.13M | $99.6M | -14.93%(-549.57K) | $35.59(-2.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +0.59% | +1.77% | -15.46% | -56.82% |
| Top 20 Holdings Unweighted | -1.60% | -4.73% | -18.62% | -64.31% |
WFM ASIA (BVI) Ltd reports $662.78M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are GRAB (24.6%), SE (24.5%) and ACMR (18.6%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +1.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from WFM ASIA (BVI) Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632574). View WFM ASIA (BVI) Ltd’s 13F filings on SEC