Ward Ferry Management

Wfm Asia as of Sept. 30, 2025

Portfolio Holdings for Wfm Asia

Wfm Asia holds 8 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Full Truck Alliance Sponsored Ads (YMM) 26.5 $239M 18M 12.97
Grab Holdings Class A Ord (GRAB) 22.4 $202M 34M 6.02
Sea Sponsored Ads (SE) 21.6 $195M 1.1M 178.73
Kanzhun Sponsored Ads (BZ) 15.9 $144M 6.1M 23.36
Atour Lifestyle Hldgs Sponsored Ads (ATAT) 4.6 $42M 1.1M 37.59
H World Group Sponsored Ads (HTHT) 4.6 $41M 1.1M 39.11
Miniso Group Hldg Sponsored Ads (MNSO) 4.0 $36M 1.6M 22.50
Yuanbao Sponsored Ads (YB) 0.4 $3.6M 183k 19.64