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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 GDS GDS HLDGS LTD Technology 1,274,169.0 $51.3M 8.12% NEW $40.29 -21.9%
2 PAYP PAYPAY CORP Technology 1,200,000.0 $25.6M 4.05% NEW $21.34 -42.0%

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%