Bbfit Investments PTE
SINGAPORE, U0files as BBFIT INVESTMENTS PTE LTD
$1.1bn in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 10.8% of the portfolio this quarter.
Value
$1.1bn
Stocks
7
Top 10 share
100.0%
Turnover
10.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Victoria's SecretVSXY67.6% of the fund-14%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Alibaba Group HldgBABA
- Share
- 6.4%
- Value
- $70m
- Shares
- 728,800
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Victoria's SecretVSXY | 67.6% | $743m | 8,898,930 | -14% |
| Abercrombie & FitchANF | 13.4% | $147m | 1,632,944 | Held |
| Simon Property GroupSPG | 8.8% | $97m | 432,500 | Held |
| Alibaba Group HldgBABA | 6.4% | $70m | 728,800 | Held |
| BoeingBA | 1.9% | $21m | 99,000 | Held |
| Thor IndustriesTHO | 1.8% | $20m | 263,716 | Held |
| PlayboyPLBY | 0.1% | $1m | 1,221,901 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 9.6% since 31 December 2025.
Where the money is
Retail & consumer82.9%
Real estate8.8%
Industrials1.9%
Other6.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.