WFM ASIA (BVI) Ltd
Top Portfolio Positions
6 positions ·
$632,089,667 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GRAB |
Grab Holdings Ltd
Technology
|
43,153,792 | $157,942,878 | 24.99% | |
| SE |
Sea Ltd
Consumer Cyclical
|
1,691,942 | $140,109,717 | 22.17% | |
| ATAT |
Atour Lifestyle Holdings Ltd
Consumer Cyclical
|
3,680,856 | $135,492,309 | 21.44% | |
| YMM |
Full Truck Alliance Co. Ltd.
Technology
|
14,650,662 | $121,600,494 | 19.24% | |
| GDS |
GDS Holdings Ltd
Technology
|
1,274,169 | $51,336,269 | 8.12% | |
| PAYP |
PayPay Corp
Technology
|
1,200,000 | $25,608,000 | 4.05% |
Portfolio Trend
25 quarters · across all stocks
Holdings in YMM
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,600,494 | 14,650,662 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $157,201,603 | 14,650,662 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $239,031,704 | 18,429,584 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $222,136,463 | 18,809,184 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $240,193,279 | 18,809,184 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $219,377,490 | 20,275,184 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $182,679,407 | 20,275,184 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $141,466,083 | 17,595,284 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $127,917,714 | 17,595,284 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $113,777,094 | 16,230,684 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $114,264,015 | 16,230,684 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $100,954,854 | 16,230,684 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $123,515,505 | 16,230,684 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $110,387,640 | 13,798,455 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $77,898,200 | 11,892,855 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $79,467,570 | 8,771,255 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $24,473,930 | 3,669,255 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $30,711,664 | 3,669,255 | Shares | Sole | 2022-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||