WA

WFM ASIA (BVI) Ltd

13F
WFM ASIA (BVI) Ltd
Last update 2024-11-08 6 Stocks (1 new)
Value $905.00 Mil Turnover 20 %
Countries:
Top Holdings: HTHT(21.19%)SE(20.52%)YMM(20.18%)GRAB(13.81%)FRSH(12.70%)
Portfolio Report
Summary Stock Picks Current Portfolio
WFM ASIA (BVI) Ltd Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HTHT 		H World Group Ltd
5,157,116
191850.000
+25.42%
21.190
+4.29%
1.650
-19.57%
-4.50%
9873.028
Travel & Leisure
SE 		Sea Ltd
1,970,041
185740.000
-24.75%
20.520
-6.23%
0.340
+10.15%
+4.02%
63430.109
Retail - Cyclical
YMM 		Full Truck Alliance Co Ltd
20,275,184
182680.000
+15.23%
20.180
+2.67%
1.940
+19.10%
+3.47%
11681.028
Software
GRAB 		Grab Holdings Ltd
32,900,115
125020.000
+9.56%
13.810
+1.20%
0.830
+19.83%
-7.84%
17557.722
Software
FRSH 		Freshworks Inc
10,018,862
115020.000
+6.07%
12.700
+0.73%
3.310
+41.48%
-0.34%
4885.044
Software
BZ 		Kanzhun Ltd
6,051,800
105060.000
New Holding
11.600
+11.60%
1.370
-12.70%
+1.85%
6084.634
Interactive Media
ZTO 		ZTO Express (Cayman) Inc
0
0.000
Sold Out
0.000
-6.11%
0.000
-28.44%
-5.09%
14910.305
Transportation
BEKE 		KE Holdings Inc
0
0.000
Sold Out
0.000
-0.66%
0.000
-25.75%
-10.07%
19877.869
Real Estate

WFM ASIA (BVI) Ltd's Historical Top Holdings Breakdowns

WFM ASIA (BVI) Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BZ 		Kanzhun Ltd2024-09-30New Buy
+11.60%
●
10.95 ($14.55) 19.09
$14.05
-3.44%
New holding
6,051,800
6,051,800
SE 		Sea Ltd2023-12-31Reduce
-9.57%
●
35.11 ($40.79) 46.69
$110.44
170.75%
Reduce -40.76%
2,618,041
-1,801,400
FRSH 		Freshworks Inc2023-09-30Reduce
-8.75%
●
16.17 ($19.87) 23.12
$16.13
-18.82%
Reduce -35.74%
8,270,797
-4,600,289
BEKE 		KE Holdings Inc2023-09-30Reduce
-6.90%
●
14.03 ($15.89) 18.5
$16.57
4.28%
Reduce -86.7%
659,040
-4,296,944
GRAB 		Grab Holdings Inc2023-09-30New Buy
+6.85%
●
3.24 ($3.57) 3.83
$4.36
22.13%
New holding
15,992,615
15,992,615
U 		Unity Software Inc2023-03-31Sold Out
-6.67%
●
26.08 ($32.16) 42.67
$21.96
-31.72%
Sold Out
0
-2,187,400
SE 		Sea Ltd2024-09-30Reduce
-6.23%
●
59.94 ($75.46) 94.83
$110.44
46.36%
Reduce -24.75%
1,970,041
-648,000
ZTO 		ZTO Express (Cayman) Inc2024-09-30Sold Out
-6.11%
●
18.33 ($20.71) 24.77
$18.55
-10.43%
Sold Out
0
-2,183,677
HTHT 		H World Group Ltd2024-03-31Reduce
-5.94%
●
30.93 ($34.8) 39.74
$31.51
-9.45%
Reduce -28.12%
3,338,988
-1,306,542
GRAB 		Grab Holdings Inc2024-03-31Add
+5.41%
●
2.92 ($3.21) 3.53
$4.36
35.83%
Add 68.3%
30,029,615
12,187,000

WFM ASIA (BVI) Ltd Total Holding History ($B)

To

WFM ASIA (BVI) Ltd's Asset Allocation

To

WFM ASIA (BVI) Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WFM ASIA (BVI) Ltd's Hypothetical Growth since 2024-09-30

WFM ASIA (BVI) Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

WFM ASIA (BVI) Ltd's Holdings Heat Map

Size field:

WFM ASIA (BVI) Ltd's Holdings Bubble Chart

WFM ASIA (BVI) Ltd News

  • 1

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