WFM ASIA (BVI) Ltd
•CIK: 1632574•Filing: Q4 2025
**WFM ASIA (BVI) Ltd** manages $805M across a concentrated portfolio of six positions. The fund exhibits significant conviction in its top holdings, led by SE at $192.8M and CFG-PI at $188.0M. Further substantial allocations include YMM ($157.2M), ATAT ($124.3M), BZ ($93.8M), and BLK ($49.1M). This structure suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$805.2M
QoQ Performance
-10.7%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SE
GRAB
YMM
ATAT
BZ
MMYT
SE23.9%
GRAB23.3%
YMM19.5%
ATAT15.4%
BZ11.6%
MMYT6.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑3 increased
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022