True Blue (BVI) Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), True Blue (BVI) Ltd reported 3 stock positions worth $203.0 million. Its top holding was Alphabet Class C (GOOG) at 54.2% of the portfolio, followed by Alphabet Class A (GOOGL, 28.6%) and Nvidia (NVDA, 17.2%). Compared with Q4 2025, it sold out of 1 and added to 1. The biggest buy was Alphabet Class C (GOOG, shares +82%) and the biggest sale an exit from Microsoft (MSFT).

Most Recent 13F
Q2 2026
Location
ROAD TOWN, D8
CIK
0002011315
Portfolio Value
$203.0M (Q1 2026)
SEC Filing
0001013594-26-000588 ↗ filed May 15, 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 $203.0M Q1 2026 Q2 2026: $247.8M Q2 2026

Holdings 3 stocks · $203.0M
GOOG Alphabet Inc. Class C 54.16% 383,327 $110.0M Add +81.6%
GOOGL Alphabet Inc. Class A 28.61% 202,000 $58.1M No change
NVDA Nvidia Corp. 17.23% 200,520 $35.0M No change

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Sold out 0.00% −28.22

Portfolio Buys Q4 2025 → Q1 2026
GOOG Alphabet Inc. Class C Add +81.6% 54.16% +25.67

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