Stocks/Funds/CIK 1632574

WFM ASIA (BVI) Ltd

long-term holderconcentrated
Quarterly 13F filings · Latest period 2026-03-31 · CIK 1632574
Assets
$632M
-29.5% YoY
Holdings
6
Lifetime alpha vs market
-14.24% annual
Average hold time
2.9 yr
median 2.0 yr

Quarterly history

Cum return -18% vs S&P +52% · α -70% lifetimeAUM $632M · peak $1.4BFlow $4M (+1%)2016-062017-122019-062020-122022-062023-122025-062026-03
AUM ($B)fundS&P 500(gap = α)/ Flow in/out

Behavior signals (lifetime)

Dip response
+0.79%
adds when stocks drop
when a holding falls −10%+
Middle response
-1.10%
baseline attrition
Rally response
-2.95%
trims into rallies
when a holding rises +10%+

Top positions · 6

Ticker$ value% portYoYHold time
GRABGrab Holdings Limited$158M25.0%-19.2%2.8 yr
SESea Limited$140M22.2%-36.5%8.0 yr
ATATAtour Lifestyle Holdings$135M21.4%+32.6%1.3 yr
YMMFull Truck Alliance Co. $122M19.2%-35.0%4.5 yr
GDSGDS Holdings Limited$51M8.1%+59.1%0.5 yr
PAYPPayPay Corporation$26M4.1%0.3 yr

Portfolio composition (YoY)

Industry mix
Software - Application44.2%+0.9pp$280M
Specialty Retail22.2%-6.5pp$140M
Travel Lodging21.4%+11.9pp$135M
Information Technology Services8.1%$51M
Software - Infrastructure4.1%$26M
Country
CN48.8%-6.0pp
SG47.2%+3.1pp
JP4.1%
Top 5: 95.9% · Top 10: 100.0% · Top 25: 100.0%

Winners

TickerPrev $PnLYoY %
ATAT$17M+0.01B32.6%
GRAB$138M-0.03B-19.2%
YMM$240M-0.08B-35.0%
SE$257M-0.09B-36.5%

Losers

TickerPrev $PnLYoY %
SE$257M-0.09B-36.5%
YMM$240M-0.08B-35.0%
GRAB$138M-0.03B-19.2%

Top buys this quarter · 5

PAYP PayPay Corporationnew+$26M
GRAB Grab Holdings Limited+$158M
ATAT Atour Lifestyle Holdings Limit+$19M
SE Sea Limited+$140M
GDS GDS Holdings Limited+$10M

Top sells this quarter · 2

BZ Kanzhun Limitedexit$62M
MMYT MakeMyTrip Limitedexit$22M

Quarterly history (TTM returns)

PeriodAUM# PosReturn (1yr)SPY (1yr)Alpha (1yr)Flow
2026-03-31$632M6-20.43%+17.59%-38.03%+0.00B
2025-12-31$805M6+15.74%+17.72%-1.97%+0.05B
2025-09-30$902M8+51.56%+17.52%+34.04%-0.18B
2025-06-30$929M7+47.41%+14.94%+32.47%-0.01B
2025-03-31$896M7+44.28%+8.30%+35.98%-0.15B
2024-12-31$921M7+29.02%+24.89%+4.13%-0.07B
2024-09-30$905M6+14.53%+36.04%-21.50%+0.07B
2024-06-30$742M7+0.74%+24.49%-23.75%+0.02B
2024-03-31$708M10-17.77%+29.62%-47.39%-0.04B
2023-12-31$735M10-2.51%+26.18%-28.69%-0.07B
2023-09-30$827M10+5.03%+21.57%-16.53%-0.09B
2023-06-30$925M9-6.97%+19.42%-26.40%+0.01B
2023-03-31$1.09B9-12.81%-7.82%-5.00%-0.03B
2022-12-31$937M10+5.18%+7.56%-2.38%+0.02B
2022-09-30$877M8-12.20%-4.93%-7.27%-0.06B
2022-06-30$1.06B10-21.47%-16.11%-5.36%+0.33B