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Bbfit Investments PTE 13F Portfolio

Portfolio Manager
Bbfit Investments PTE LTD
Performance
+44.56% (2026 Q2)
AUM (13F)
$1.10B
# of Holdings
7
Performance Rank
N/A
Allocation (Top 20)
100%
Latest filing
Q2 2026

Bbfit Investments PTE LTD Holdings Map

Top 7 Bbfit Investments PTE LTD Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VSCO
VICTORIAS SECRET AND CO
67.58%8.90M$742.9M
-13.69%(-1.41M)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.31M shares2026-Q1: 10.31M shares2026-Q2: 8.90M shares
$40.65(+128.80%)
2026-06-30
ANF
ABERCROMBIE & FITCH CO
13.37%1.63M$147.0M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.63M shares2026-Q1: 1.63M shares2026-Q2: 1.63M shares
$105.71(+2.29%)
2026-06-30
SPG
SIMON PPTY GROUP INC NEW
8.8%432.5K$96.7M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 432.5K shares2026-Q1: 432.5K shares2026-Q2: 432.5K shares
$186.39(+17.81%)
2026-06-30
BABA
ALIBABA GROUP HLDG LTD
6.36%728.8K$70.0M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 728.8K shares2026-Q1: 728.8K shares2026-Q2: 728.8K shares
$162.65(-23.88%)
2026-06-30
BA
BOEING CO
1.95%99.0K$21.4M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 99.0K shares2026-Q1: 99.0K shares2026-Q2: 99.0K shares
$216.47(+7.02%)
2026-06-30
THO
THOR INDS INC
1.8%263.7K$19.8M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 263.7K shares2026-Q1: 263.7K shares2026-Q2: 263.7K shares
$103.18(-23.43%)
2026-06-30
PLBY
PLAYBOY INC
0.14%1.22M$1.5M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.22M shares2026-Q1: 1.22M shares2026-Q2: 1.22M shares
$1.68(-24.78%)
2026-06-30

About Bbfit Investments PTE LTD’s portfolio

Bbfit Investments PTE LTD reports $1.10B in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are VSCO (67.6%), ANF (13.4%) and SPG (8.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +21.53% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VSCO — 67.6% ($742.89M)ANF — 13.4% ($146.98M)SPG — 8.8% ($96.73M)BABA — 6.4% ($69.95M)BA — 1.9% ($21.43M)THO — 1.8% ($19.82M)PLBY — 0.1% ($1.49M)
100%in top 7
  • VSCO67.6%
  • ANF13.4%
  • SPG8.8%
  • BABA6.4%
  • BA1.9%
  • THO1.8%
  • PLBY0.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
1
VSCOVICTORIAS SECRET AND CO-13.7%

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Source filings

Holdings on this page are parsed from Bbfit Investments PTE LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2094345). View Bbfit Investments PTE LTD’s 13F filings on SEC

More 13F analyses

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