WFM ASIA (BVI) Ltd
Net buyer this quarter
$663M
5
+$46.5M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GRAB | $163M | 24.55% | Not reported | Not reported | Q3 2023 |
 SE | $162M | 24.46% | 0.96% | Not reported | Q2 2018 |
 ACMR | $123M | 18.56% | 2.28% | New | Q2 2026 |
 YMM | $115M | 17.41% | Not reported | -3.0% | Q4 2021 |
 ATAT | $99.6M | 15.02% | 0.76% | -14.9% | Q1 2025 |
| Q1 2026 | |||||
| GRAB | $158M | 24.99% | Not reported | +14.5% | Q3 2023 |
| SE | $140M | 22.17% | 0.96% | +12.0% | Q2 2018 |
| ATAT | $135M | 21.44% | 0.89% | +16.7% | Q1 2025 |
| YMM | $122M | 19.24% | Not reported | Not reported | Q4 2021 |
 GDS | $51.3M | 8.12% | 0.14% | Not reported | Q2 2022 |
 PAYP | $25.6M | 4.05% | 0.18% | New | Q1 2026 |
| Q4 2025 | |||||
| SE | $193M | 23.94% | 0.86% | +38.4% | Q2 2018 |
| GRAB | $188M | 23.35% | Not reported | +12.5% | Q3 2023 |
| YMM | $157M | 19.52% | Not reported | -20.5% | Q4 2021 |
| ATAT | $124M | 15.44% | 0.77% | +184.4% | Q1 2025 |
 BZ | $93.8M | 11.65% | 4.60% | -25.2% | Q3 2021 |
 MMYT | $49.1M | 6.10% | Not reported | Not reported | Q4 2014 |
| Q3 2025 | |||||
| YMM | $239M | 26.51% | Not reported | -2.0% | Q4 2021 |
| GRAB | $202M | 22.36% | Not reported | +7.4% | Q3 2023 |
| SE | $195M | 21.64% | 0.62% | -40.9% | Q2 2018 |
| BZ | $144M | 15.93% | 6.14% | Not reported | Q3 2021 |
| ATAT | $41.7M | 4.63% | 0.27% | -9.8% | Q1 2025 |
 HTHT | $41.3M | 4.58% | 0.03% | -65.2% | Q2 2018 |
 MNSO | $35.6M | 3.95% | 0.13% | New | Q3 2025 |
 YB | $3.58M | 0.40% | 0.17% | +89.9% | Q2 2025 |