True Blue (BVI) Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed June 24, 2025), True Blue (BVI) Ltd reported 5 stock positions worth $162.3 million. Its top holding was Microsoft (MSFT) at 31.4% of the portfolio, followed by Alphabet Class C (GOOG, 20.3%) and Alphabet Class A (GOOGL, 19.2%).

Most Recent 13F
Q2 2026
Location
ROAD TOWN, D8
CIK
0002011315
Portfolio Value
$162.3M (Q4 2024)
SEC Filing
0000950123-25-006102 ↗ filed Jun 24, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $162.3M $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 Q2 2026

Holdings 5 stocks · $162.3M

MSFT Microsoft Corp. 31.36% 135,620 $50.9M —
GOOG Alphabet Inc. Class C 20.31% 211,050 $33.0M —
GOOGL Alphabet Inc. Class A 19.24% 202,000 $31.2M —
AAPL Apple Inc. 15.70% 101,800 $25.5M —
NVDA Nvidia Corp. 13.39% 200,520 $21.7M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

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