Bbfit Investments PTE portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Bbfit Investments PTE reported a $1.1 bn portfolio of 7 positions to the SEC as of the end of Q2 2026. Its largest positions are VSXY, ANF, SPG.
Sections with a free account
What changed this quarter
1 position with a change (1 trimmed). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Victoria's Secret−14%fewer sharesReduced56.8% → 67.6%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Victoria's SecretVSXY67.6%
- Abercrombie & FitchANF13.4%
- Simon Property GroupSPG8.8%
- Alibaba Group HoldingBABA6.4%
- BoeingBA1.9%
- THOR IndustriesTHO1.8%
- PlayboyPLBY0.1%
Portfolio by sector
- ● Consumer Discretionary 89%
- ● Real Estate 9%
- ● Industrials 2%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: it has fewer than 8 quarters of history. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Bruni J V$1.1 bn
- Vivo CapitalInvestment firm · $1.1 bn
- Heron Bay Capital Management$1.1 bn
- Opaleye ManagementInvestment firm · $1.1 bn
- Euro Pacific Asset ManagementInvestment firm · $1.1 bn
- Octagon Capital Advisors$1.1 bn