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Ward Ferry Management (BVI) Ltd

SEC CIK
0001632574
Latest filing
Aug 10, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
7
0 vs. Q1 2025
Portfolio value
$929.3M
+$33.2M (+3.7%) vs. Q1 2025
Filed
Aug 12, 2025
SEC
Holdings of Ward Ferry Management (BVI) Ltd in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SESea LtdSPONSORD ADS1,848,541$295.7M31.8%−121,500−6.2%ReducedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS18,809,184$222.1M23.9%00.0%UnchangedHistory
GRABGrab Holdings LtdCLASS A ORD31,188,515$156.9M16.9%+781,000+2.6%AddedHistory
BZKanzhun LtdSPONSORED ADS6,149,000$109.7M11.8%−2,509,500−29.0%ReducedHistory
HTHTH World Group LtdSPONSORED ADS3,035,416$103.0M11.1%+1,204,300+65.8%AddedHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS1,229,893$40.0M4.3%+614,600+99.9%AddedHistory
YBYuanbao Inc.SPONSORED ADS96,086$2.02M0.2%+96,086NewHistory

Sold out since Q1 2025 (1)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Ward Ferry Management (BVI) Ltd sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
FRSHFreshworks Inc.Stock700,000$9.88M1.1%History