True Blue (BVI) Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), True Blue (BVI) Ltd reported 4 stock positions worth $172.2 million. Its top holding was Microsoft (MSFT) at 39.2% of the portfolio, followed by Alphabet Class C (GOOG, 21.7%) and Alphabet Class A (GOOGL, 20.7%). Its holdings were unchanged from Q1 2025.

Most Recent 13F
Q2 2026
Location
ROAD TOWN, D8
CIK
0002011315
Portfolio Value
$172.2M (Q2 2025)
SEC Filing
0001013594-25-001021 ↗ filed Aug 14, 2025

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 $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 · $172.2M
MSFT Microsoft Corp. 39.18% 135,620 $67.5M No change
GOOG Alphabet Inc. Class C 21.74% 211,050 $37.4M No change
GOOGL Alphabet Inc. Class A 20.68% 202,000 $35.6M No change
NVDA Nvidia Corp. 18.40% 200,520 $31.7M No change

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 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