Portfolio (Quarterly) Guide ↗

WFM ASIA (BVI) Ltd

· CIK 0001632574

13F Portfolio $663M AUM 5 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 New 2 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GDS	GDS HLDGS LTD	Technology	1,274,169	$51.3M	8.12%	SOLD
2	PAYP	PAYPAY CORP	Technology	1,200,000	$25.6M	4.05%	SOLD

Sector Allocation

Technology 60.5%

Consumer Cyclical 39.5%