True Blue (BVI) Ltd

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), True Blue (BVI) Ltd reported 4 stock positions worth $232.4 million. Its top holding was Alphabet Class C (GOOG) at 28.5% of the portfolio, followed by Microsoft (MSFT, 28.2%) and Alphabet Class A (GOOGL, 27.2%). Its holdings were unchanged from Q3 2025.

Most Recent 13F
Q2 2026
Location
ROAD TOWN, D8
CIK
0002011315
Portfolio Value
$232.4M (Q4 2025)
SEC Filing
0001013594-26-000250 ↗ filed Feb 17, 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 $232.4M Q4 2025 Q1 2026: $203.0M Q1 2026 Q2 2026: $247.8M Q2 2026

Holdings 4 stocks · $232.4M
GOOG Alphabet Inc. Class C 28.49% 211,050 $66.2M No change
MSFT Microsoft Corp. 28.22% 135,620 $65.6M No change
GOOGL Alphabet Inc. Class A 27.20% 202,000 $63.2M No change
NVDA Nvidia Corp. 16.09% 200,520 $37.4M No change

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 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