2026 Q2 Portfolio Activity
In 2026 Q2, BBFIT INVESTMENTS PTE LTD maintained a portfolio of 7 distinct positions.
Position History
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Total Positions
7
Quarter
2026 Q2
Top Holding
VSCO (67.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
BBFIT INVESTMENTS PTE LTD Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VSCO
VICTORIAS SECRE...
|
Consumer Cyclical | 67.58% | 56.77% |
#1
Prev: #1
|
6.5 |
—
|
-1,411,601 | -13.7% |
P
S
|
8,898,930 | $742,891,024 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANF
ABERCROMBIE & F...
|
Consumer Cyclical | 13.37% | 17.72% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,632,944 | $146,981,289 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 8.80% | 9.58% |
#3
1
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
432,500 | $96,728,625 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 6.36% | 10.86% |
#4
1
Prev: #3
|
4.0 |
—
|
no change | no change |
P
S
|
728,800 | $69,950,224 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BA
BOEING CO
|
Industrials | 1.95% | 2.34% |
#5
1
Prev: #6
|
2.3 |
—
|
no change | no change |
P
S
|
99,000 | $21,430,530 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
THO
THOR INDS INC
|
Consumer Cyclical | 1.80% | 2.50% |
#6
1
Prev: #5
|
1.7 |
—
|
no change | no change |
P
S
|
263,716 | $19,820,895 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PLBY
PLAYBOY INC
|
Consumer Cyclical | 0.14% | 0.22% |
#7
Prev: #7
|
1.1 |
—
|
no change | no change |
P
S
|
1,221,901 | $1,490,719 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-7 of 7 holdings