WFM ASIA (BVI) Ltd

Est. AUM

$632.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GRAB HOLDINGS LIMITED	CLASS A ORD	$157.9M	43153792	24.99%	SOLE
2	SEA LTD	SPONSORED ADS	$140.1M	1691942	22.17%	SOLE
3	ATOUR LIFESTYLE HLDGS LTD	SPONSORED ADS	$135.5M	3680856	21.44%	SOLE
4	FULL TRUCK ALLIANCE CO LTD	SPONSORED ADS	$121.6M	14650662	19.24%	SOLE
5	GDS HLDGS LTD	SPONSORED ADS	$51.3M	1274169	8.12%	SOLE
6	PAYPAY CORP	SPONSORED ADS	$25.6M	1200000	4.05%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.