WFM ASIA (BVI) Ltd — 13F Holdings

2026 Q2  ·  7 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, WFM ASIA (BVI) Ltd maintained a portfolio of 7 distinct positions. The most significant new addition was ACM RESH INC, now representing 18.56% of the total fund value. Conversely, WFM ASIA (BVI) Ltd completely exited their position in GDS HLDGS LTD.
Position History hover any row below to update
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WFM ASIA (BVI) Ltd Road Town Hedge Fund AUM $1M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
7
Quarter
2026 Q2
Top Holding
GRAB (24.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GRAB
GRAB HOLDINGS L...
Technology 24.55% 24.99% #1
Prev: #1
7.0
—
no change no change
P
S
43,153,792 $162,690 2023 Q3 13F Filing 2026-06-30 2026-08-11
SE
SEA LTD
Consumer Cyclical 24.46% 22.17% #2
Prev: #2
6.5
—
no change no change
P
S
1,691,942 $162,139 2018 Q2 13F Filing 2026-06-30 2026-08-11
ACMR
ACM RESH INC
Technology 18.56% — #3
Prev: #—
8.5
—
969,200 —
NEW
 969,200 $122,982 2026 Q2 13F Filing 2026-06-30 2026-08-11
YMM
FULL TRUCK ALLI...
Technology 17.41% 19.24% #4
Prev: #4
5.0
—
-439,976 -3.0%
P
S
14,210,686 $115,391 2021 Q2 13F Filing 2026-06-30 2026-08-11
ATAT
ATOUR LIFESTYLE...
Consumer Cyclical 15.02% 21.44% #5 2
Prev: #3
5.0
—
-549,565 -14.9%
P
S
3,131,291 $99,575 2025 Q1 13F Filing 2026-06-30 2026-08-11
N/A
PAYPAY CORP
Unknown 0.00% 4.05%
Sold All 😨
(Was: #6)
 0.0
—
-1,200,000 -100.0%
CLOSED
 — $— — 13F Filing 2026-06-30 2026-08-11
GDS
GDS HLDGS LTD
Technology 0.00% 8.12%
Sold All 😨
(Was: #5)
 0.0
—
-1,274,169 -100.0%
CLOSED
 — $— 2022 Q2 13F Filing 2026-06-30 2026-08-11
Showing 1-7 of 7 holdings

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