Ward Ferry Management
Latest statistics and disclosures from Wfm Asia's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SE, GRAB, YMM, ATAT, BZ, and represent 93.90% of Wfm Asia's stock portfolio.
- Added to shares of these 4 stocks: ATAT (+$81M), SE (+$54M), MMYT (+$49M), GRAB (+$21M).
- Started 1 new stock position in MMYT.
- Reduced shares in these 5 stocks: HTHT (-$41M), YMM (-$41M), MNSO (-$36M), BZ (-$32M), YB.
- Sold out of its positions in HTHT, MNSO, YB.
- Wfm Asia was a net buyer of stock by $52M.
- Wfm Asia has $805M in assets under management (AUM), dropping by -10.70%.
- Central Index Key (CIK): 0001632574
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Positions held by Ward Ferry Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Wfm Asia
Wfm Asia holds 6 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sea Sponsored Ads (SE) | 23.9 | $193M | +38% | 1.5M | 127.57 |
|
| Grab Holdings Class A Ord (GRAB) | 23.3 | $188M | +12% | 38M | 4.99 |
|
| Full Truck Alliance Sponsored Ads (YMM) | 19.5 | $157M | -20% | 15M | 10.73 |
|
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 15.4 | $124M | +184% | 3.2M | 39.40 |
|
| Kanzhun Sponsored Ads (BZ) | 11.6 | $94M | -25% | 4.6M | 20.38 |
|
| Makemytrip Limited Mauritius SHS (MMYT) | 6.1 | $49M | NEW | 598k | 82.12 |
|
Past Filings by Wfm Asia
SEC 13F filings are viewable for Wfm Asia going back to 2014
- Wfm Asia 2025 Q4 filed Feb. 12, 2026
- Wfm Asia 2025 Q3 filed Nov. 12, 2025
- Wfm Asia 2025 Q2 filed Aug. 12, 2025
- Wfm Asia 2025 Q1 filed May 13, 2025
- Wfm Asia 2024 Q4 filed Feb. 13, 2025
- Wfm Asia 2024 Q3 filed Nov. 8, 2024
- Ward Ferry Management 2024 Q1 filed May 14, 2024
- Ward Ferry Management 2023 Q3 filed Nov. 9, 2023
- Ward Ferry Management 2023 Q2 filed Aug. 10, 2023
- Ward Ferry Management 2023 Q1 filed May 12, 2023
- Ward Ferry Management 2022 Q4 filed Feb. 13, 2023
- Ward Ferry Management 2022 Q3 filed Nov. 10, 2022
- Ward Ferry Management 2022 Q2 filed Aug. 11, 2022
- Ward Ferry Management 2022 Q1 filed April 26, 2022
- Ward Ferry Management 2021 Q4 filed Feb. 7, 2022
- Ward Ferry Management 2021 Q3 filed Nov. 8, 2021