BBFIT INVESTMENTS PTE LTD

CIK 2094345 · View on SEC EDGAR ↗

Portfolio value
$1.1B
#2,300 of 9,443 by 13F value · top 24.4%
Positions
7
As of
June 30, 2026

Portfolio value QoQ: +30.6% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
6
Effective number of positions
2.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $117,841,776

New positions
0
Increased
0
Decreased
1
Closed
2
On this page

Sector breakdown

Retail
87.3%
Real Estate
8.8%
Industrials
1.9%
Consumer Discretionary
1.9%

Full portfolio 7 positions

Type Streak 8Q trend
VSCO Victorias Secret & Co. Common Stock $742,891,024 67.58% 8,898,930 $264,890,171 Down ×1
ANF Abercrombie & Fitch Company Common Stock $146,981,289 13.37% 1,632,944 $-2,220,804
SPG Simon Property Group, Inc. Common Stock $96,728,625 8.80% 432,500 $16,054,400
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share $69,950,224 6.36% 728,800 $-21,485,024
BA Boeing Company (The) Common Stock $21,430,530 1.95% 99,000 $1,726,560
THO Thor Industries, Inc. Common Stock $19,820,895 1.80% 263,716 $-1,247,376
PLBY Playboy, Inc. - Common Stock $1,490,719 0.14% 1,221,901 $-366,571

Top movers (QoQ)

Security Action Shares Δ Value Δ
VSCO Trimmed -1.4M +$264.9M
BABA Price move only +0 -$21.5M
SPG Price move only +0 +$16.1M
ANF Price move only +0 -$2.2M
BA Price move only +0 +$1.7M
THO Price move only +0 -$1.2M
PLBY Price move only +0 -$367K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
IMKTA March 31, 2026 7,612 $521,803 -5.2%
SPWH March 31, 2026 270,713 $395,241 -17.7%