Bbfit Investments Pte Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Bbfit Investments Pte Ltd. reported 7 stock positions worth $841.9 million. Its top holding was Victoria's Secret (VSXY) at 56.8% of the portfolio, followed by Abercrombie & Fitch Class A (ANF, 17.7%) and Alibaba Group Holding-SP ADR (BABA, 10.9%). Compared with Q4 2025, it sold out of 2. The biggest sale was an exit from Ingles Markets Class A (IMKTA).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002094345
Portfolio Value
$841.9M (Q1 2026)
SEC Filing
0001213900-26-057083 ↗ filed May 15, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q4 2025: $1.0B Q4 2025 Q1 2026: $841.9M $841.9M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 7 stocks · $841.9M
VSXY Victoria's Secret & Co. 56.77% 10,310,531 $478.0M No change
ANF Abercrombie & Fitch Co. Class A 17.72% 1,632,944 $149.2M No change
BABA Alibaba Group Holding-SP ADR 10.86% 728,800 $91.4M No change
SPG Simon Property Group Inc. 9.58% 432,500 $80.7M No change
THO Thor Industries Inc. 2.50% 263,716 $21.1M No change
BA The Boeing Co. 2.34% 99,000 $19.7M No change
PLBY Playboy Inc. 0.22% 1,221,901 $1.9M No change

Portfolio Sells Q4 2025 → Q1 2026
IMKTA Ingles Markets Inc. Class A Sold out 0.00% −0.05
SPWH Sportsman's Warehouse Holdin Sold out 0.00% −0.04

Portfolio Buys Q4 2025 → Q1 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$1.1BVSXY, ANF, SPG, BABA, BA
Q1 2026 7$841.9MVSXY, ANF, BABA, SPG, THO
Q4 2025 9$1.0BVSXY, ANF, BABA, SPG, THO