True Blue (BVI) Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed June 24, 2025), True Blue (BVI) Ltd reported 4 stock positions worth $136.9 million. Its top holding was Microsoft (MSFT) at 37.2% of the portfolio, followed by Alphabet Class C (GOOG, 24.1%) and Alphabet Class A (GOOGL, 22.8%). Compared with Q4 2024, it sold out of 1. The biggest sale was an exit from Apple (AAPL).

Most Recent 13F
Q2 2026
Location
ROAD TOWN, D8
CIK
0002011315
Portfolio Value
$136.9M (Q1 2025)
SEC Filing
0000950123-25-006104 ↗ filed Jun 24, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $162.3M Q4 2024 Q1 2025: $136.9M $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 4 stocks · $136.9M
MSFT Microsoft Corp. 37.20% 135,620 $50.9M No change
GOOG Alphabet Inc. Class C 24.09% 211,050 $33.0M No change
GOOGL Alphabet Inc. Class A 22.83% 202,000 $31.2M No change
NVDA Nvidia Corp. 15.88% 200,520 $21.7M No change

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Sold out 0.00% −15.70

Portfolio Buys Q4 2024 → Q1 2025
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