本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
WFM ASIA (BVI) Ltd (CIK 1632574) reported $662.8M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GRAB ($162.7M, 24.55%), SE ($162.1M, 24.46%), ACMR ($123.0M, 18.56%), YMM ($115.4M, 17.41%), ATAT ($99.6M, 15.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GRAB | GRAB HOLDINGS LIMITED | $162.7M | 24.55% | 43.2M | Hold |
| 2 | SE | SEA LTD | $162.1M | 24.46% | 1.7M | Hold |
| 3 | ACMR | ACM RESH INC | $123.0M | 18.56% | 969,200 | New |
| 4 | YMM | FULL TRUCK ALLIANCE CO LTD | $115.4M | 17.41% | 14.2M | Trimmed |
| 5 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $99.6M | 15.02% | 3.1M | Trimmed |
| 6 | GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | Exited |
| 7 | PAYP | PAYPAY CORP | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30