WFM ASIA (BVI) Ltd
WFM ASIA (BVI) Ltd reported 5 US-listed holdings worth $662.8 million in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: Grab Holdings Limited (24.5%), Sea Limited (24.5%) and ACM Research, Inc. (18.6%). Against the quarter before, it opened 1 position, added to 0, trimmed 2 and sold out of 2.
The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -10.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- ACM Research, Inc. ACMR$123.0 million
Trimmed 2
- Atour Lifestyle Hldgs Ltd ATAT-549,565 shares · -15%
- Full Truck Alliance Co. Ltd YMM-439,976 shares · -3%
Sold out of 2
- GDS Hldgs Ltd GDS$51.3 million last quarter
- Paypay Corp. PAYP$25.6 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Grab Holdings Limited GRAB | 43.2M | $162.7 million | 24.55% | no change |
| Sea Limited SE | 1.7M | $162.1 million | 24.46% | no change |
| ACM Research, Inc. ACMR | 969.2K | $123.0 million | 18.56% | new |
| Full Truck Alliance Co. Ltd YMM | 14.2M | $115.4 million | 17.41% | -440.0K |
| Atour Lifestyle Hldgs Ltd ATAT | 3.1M | $99.6 million | 15.02% | -549.6K |