True Blue (BVI) Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), True Blue (BVI) Ltd reported 3 stock positions worth $247.8 million. Its top holding was Alphabet Class C (GOOG) at 54.7% of the portfolio, followed by Alphabet Class A (GOOGL, 29.1%) and Nvidia (NVDA, 16.2%). Its holdings were unchanged from Q1 2026.

Most Recent 13F
Q2 2026
Location
ROAD TOWN, D8
CIK
0002011315
Portfolio Value
$247.8M (Q2 2026)
SEC Filing
0001013594-26-000891 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $162.3M Q4 2024 Q1 2025: $136.9M Q1 2025 Q2 2025: $172.2M Q2 2025 Q3 2025: $208.2M Q3 2025 Q4 2025: $232.4M Q4 2025 Q1 2026: $203.0M Q1 2026 Q2 2026: $247.8M $247.8M Q2 2026

Holdings 3 stocks · $247.8M
GOOG Alphabet Inc. Class C 54.67% 383,327 $135.4M No change
GOOGL Alphabet Inc. Class A 29.14% 202,000 $72.2M No change
NVDA Nvidia Corp. 16.19% 200,520 $40.1M No change

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$247.8MGOOG, GOOGL, NVDA
Q1 2026 3$203.0MGOOG, GOOGL, NVDA
Q4 2025 4$232.4MGOOG, MSFT, GOOGL, NVDA
Q3 2025 4$208.2MMSFT, GOOG, GOOGL, NVDA
Q2 2025 4$172.2MMSFT, GOOG, GOOGL, NVDA
Q1 2025 4$136.9MMSFT, GOOG, GOOGL, NVDA
Q4 2024 5$162.3MMSFT, GOOG, GOOGL, AAPL, NVDA