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Ward Ferry Management (BVI) Ltd

SEC CIK
0001632574
Latest filing
Aug 10, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 10, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
5
−1 vs. Q1 2026
Portfolio value
$662.8M
+$30.7M (+4.9%) vs. Q1 2026
Filed
Aug 10, 2026
SEC
Holdings of Ward Ferry Management (BVI) Ltd in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
GRABGrab Holdings LtdCLASS A ORD43,153,792$162.7M24.5%00.0%UnchangedHistory
SESea LtdSPONSORD ADS1,691,942$162.1M24.5%00.0%UnchangedHistory
ACMRACM Research, Inc.Stock969,200$123.0M18.6%+969,200NewHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS14,210,686$115.4M17.4%−439,976−3.0%ReducedHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS3,131,291$99.6M15.0%−549,565−14.9%ReducedHistory

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Ward Ferry Management (BVI) Ltd sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
GDSGDS Holdings LtdSPONSORED ADS1,274,169$51.3M8.1%History
PAYPPayPay CorpSPONSORED ADS1,200,000$25.6M4.1%History