Skip to main content

WFM ASIA (BVI) Ltd

Location
HONG KONG, K3
Portfolio Value
Small $632,089,667
Diversification
Moderately concentrated
Filing Date
Global Rank
#2,015 / 8,232 ▼ 144
Top Industry
Software - Application 44.2%
3Y Alpha vs SPY
-22.6%
Period ended 2 months ago
Filed May 12, 2026 · 33d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
-5.2%
SPY
+76.3%
Annualised alpha
-22.6%
Max drawdown
−44.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
25.0%
+1.0 pts
Top 5
95.9%
+2.0 pts
Top 10
100.0%
0.0 pts
HHI
2,028
Jun 2023 → Mar 2026 · range 1,662 – 2,183
Moderately concentrated+117

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 56.4% $356,487,641
Consumer Cyclical 43.6% $275,602,026

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
3 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
6 positions · $632,089,667 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History