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Midas Edge

13-F holdings, Q2 2026

WFM ASIA (BVI) Ltd

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$662.8M
Positions
5
Filed
Data as of

These holdings are as of , 132 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

See this manager's Holder IQ and how the book overlaps yours

Free to start, with no card. Holder IQ scores a manager's past record. It describes the past and is not a recommendation to buy or sell anything. Sign up and you can follow this manager: one notice for each new 13-F, naming what changed and which of those positions you hold or watch.

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Top holdings

  1. GRAB$162.7M
    43,153,792 shares24.5% of the book
  2. SE$162.1M
    1,691,942 shares24.5% of the book
  3. ACMR$123M
    969,200 shares18.6% of the book
  4. YMM$115.4M
    14,210,686 shares17.4% of the book
  5. ATAT$99.6M
    3,131,291 shares15% of the book

What changed this quarter

1 new position and 2 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • ACMR

    ACM RESH INC

    +$123M

    New

Largest sells

  • GDS

    GDS HLDGS LTD

    −$51.3M

    Sold out, was 8.1% of the book

  • PAYP

    PAYPAY CORP

    −$25.6M

    Sold out, was 4.1% of the book

  • ATAT

    ATOUR LIFESTYLE HLDGS LTD

    −$17.5M

    -14.9% shares

  • YMM

    FULL TRUCK ALLIANCE CO LTD

    −$3.6M

    -3% shares

What was sold out, by size

  • 2 real positions, 0.25% of the book or more

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.