2026 Q1 Portfolio Activity
In 2026 Q1, BBFIT INVESTMENTS PTE LTD maintained a portfolio of 9 distinct positions.
Position History
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Total Positions
9
Quarter
2026 Q1
Top Holding
VSCO (56.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
BBFIT INVESTMENTS PTE LTD Full Holdings List — 2026 Q1
| 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 | 56.77% | 55.70% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
10,310,531 | $478,000,853 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ANF
ABERCROMBIE & F...
|
Consumer Cyclical | 17.72% | 20.50% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,632,944 | $149,202,093 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 10.86% | 10.65% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
728,800 | $91,435,248 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPG
SIMON PPTY GROU...
|
Real Estate | 9.58% | 7.98% |
#4
Prev: #4
|
5.3 |
—
|
no change | no change |
P
S
|
432,500 | $80,674,225 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
THO
THOR INDS INC
|
Consumer Cyclical | 2.50% | 2.70% |
#5
Prev: #5
|
2.5 |
—
|
no change | no change |
P
S
|
263,716 | $21,068,271 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BA
BOEING CO
|
Industrials | 2.34% | 2.14% |
#6
Prev: #6
|
1.9 |
—
|
no change | no change |
P
S
|
99,000 | $19,703,970 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PLBY
PLAYBOY INC
|
Consumer Cyclical | 0.22% | 0.23% |
#7
Prev: #7
|
1.1 |
—
|
no change | no change |
P
S
|
1,221,901 | $1,857,290 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPWH
SPORTSMANS WHSE...
|
Consumer Cyclical | 0.00% | 0.04% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-270,713 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IMKTA
INGLES MKTS INC
|
Consumer Defensive | 0.00% | 0.05% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-7,612 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-9 of 9 holdings