WFM ASIA (BVI) Ltd.

AUM · $663K (13F)Positions · 5Turnover · n/a · Q2Filed · Aug 11, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$123K deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 11, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	GRAB	GRAB HOLDINGS LIMITED	43.15M	$163K	24.5%	±0%
2	SE	SEA LTD	1.69M	$162K	24.5%	±0%
3	ACMR	ACM RESH INC	969K	$123K	18.6%	NEW
4	YMM	FULL TRUCK ALLIANCE CO LTD	14.21M	$115K	17.4%	−3%
5	ATAT	ATOUR LIFESTYLE HLDGS LTD	3.13M	$100K	15.0%	−15%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE WFM SIGNAL

WFM ASIA (BVI) Ltd is a Other fund managing $663 thousand in assets. The fund runs a focused portfolio of just 5 positions.