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Portfolio (Quarterly) Guide ↗

WFM ASIA (BVI) Ltd

· CIK 0001632574
13F Portfolio $632M AUM 6 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 3 Added 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GRAB GRAB HOLDINGS LIMITED Technology 43,153,792.0 $157.9M 24.99% +5.5M +14.5% $3.66 -2.5%
2 SE SEA LTD Consumer Cyclical 1,691,942.0 $140.1M 22.17% +181K +12.0% $82.81 +10.2%
3 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 3,680,856.0 $135.5M 21.44% +525K +16.6% $36.81 -9.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 56.4%
Consumer Cyclical 43.6%