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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 Chg Shares Chg % Period Price ① Since Period ①
1 YMM FULL TRUCK ALLIANCE CO LTD Technology 14,210,686.0 $115.4M 17.41% -440K -3.0% $8.12 +8.0%
2 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 3,131,291.0 $99.6M 15.02% -550K -14.9% $31.80 +9.3%

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 60.5%
Consumer Cyclical 39.5%