Ward Ferry Management

Wfm Asia as of June 30, 2025

Portfolio Holdings for Wfm Asia

Wfm Asia holds 7 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sea Sponsored Ads (SE) 31.8 $296M 1.8M 159.94
Full Truck Alliance Sponsored Ads (YMM) 23.9 $222M 19M 11.81
Grab Holdings Class A Ord (GRAB) 16.9 $157M 31M 5.03
Kanzhun Sponsored Ads (BZ) 11.8 $110M 6.1M 17.84
H World Group Sponsored Ads (HTHT) 11.1 $103M 3.0M 33.92
Atour Lifestyle Hldgs Sponsored Ads (ATAT) 4.3 $40M 1.2M 32.51
Yuanbao Sponsored Ads (YB) 0.2 $2.0M 96k 21.02