Q2 2026 13F · SEC CIK 1632574
WFM ASIA (BVI) Ltd
Hedge fundFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $662.8M
- Reported positions
- 5
- Top holdings a year, 3 yrs
- +4.9%
- Assets under management
- $2.6B
WFM ASIA (BVI) Ltd is a hedge fund that reported 5 positions worth $662.8M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Grab Holdings Limited (GRAB, 24.5%), Sea Ltd (SE, 24.5%), Acm Research Inc (ACMR, 18.6%). A portfolio copying its top holdings returned 4.9% a year over the last 3 years, against 20.4% for the S&P 500.
WFM ASIA (BVI) Ltd holdings all 5 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| GRABGrab Holdings Limited | 24.5% | +0.0% | $162.7M |
| SESea Ltd | 24.5% | +0.0% | $162.1M |
| ACMRAcm Research Inc | 18.6% | — | $123.0M |
| YMMFull Truck Alliance Co Ltd | 17.4% | -3.0% | $115.4M |
| ATATAtour Lifestyle Hldgs Ltd Sponsored | 15.0% | -14.9% | $99.6M |
What WFM ASIA (BVI) Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- ACMR Acm Research Inc18.6% of 13F
Added to
No position grew by more than 5%.
Reduced
- ATAT Atour Lifestyle Hldgs Ltd Sponsored-14.9% shares
Sold out
- GDS Gds Hldgs Ltdwas 8.1%
- PAYP Paypay Corpwas 4.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -24.6% /yr
- S&P 500 +20.1%
- 3 years
- +4.9% /yr
- S&P 500 +20.4%
- 5 years
- -13.0% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $662.8M | 5 |
| Q1 2026 | $632.1M | 6 |
| Q4 2025 | $805.2M | 6 |
| Q3 2025 | $901.6M | 8 |
| Q2 2025 | $929.3M | 7 |
| Q1 2025 | $896.1M | 7 |
| Q4 2024 | $921.3M | 7 |
| Q3 2024 | $905.4M | 6 |
| Q2 2024 | $742.1M | 7 |
| Q1 2024 | $707.7M | 10 |
| Q4 2023 | $735.3M | 10 |
| Q3 2023 | $826.8M | 10 |
Questions about WFM ASIA (BVI) Ltd's portfolio
What stocks does WFM ASIA (BVI) Ltd own?
WFM ASIA (BVI) Ltd's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 5 positions worth $662.8M. The largest are Grab Holdings Limited (GRAB) at 24.5%, Sea Ltd (SE) at 24.5%, Acm Research Inc (ACMR) at 18.6%, Full Truck Alliance Co Ltd (YMM) at 17.4% and Atour Lifestyle Hldgs Ltd Sponsored (ATAT) at 15.0%.
What did WFM ASIA (BVI) Ltd buy last quarter?
In Q2 2026, WFM ASIA (BVI) Ltd added a new position in Acm Research Inc (ACMR), compared with its Q1 2026 filing.
What did WFM ASIA (BVI) Ltd sell last quarter?
In Q2 2026, WFM ASIA (BVI) Ltd sold all of Gds Hldgs Ltd (GDS), sold all of Paypay Corp (PAYP) and Atour Lifestyle Hldgs Ltd Sponsored (ATAT) (-14.9% shares), compared with its Q1 2026 filing.
How has WFM ASIA (BVI) Ltd's portfolio performed?
A portfolio copying WFM ASIA (BVI) Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +4.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -24.6% against +20.1%. Over 5 years: -13.0% a year against +11.6%.
When is WFM ASIA (BVI) Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. WFM ASIA (BVI) Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does WFM ASIA (BVI) Ltd manage?
WFM ASIA (BVI) Ltd reported $2.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $662.8M.