BBFIT INVESTMENTS PTE LTD — 13F Holdings & Portfolio

CIK 2094345 · latest 13F-HR filed 2026-05-15

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$841.9M

Long-equity book

Holdings

7

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −2 / ↑0 / ↓6

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • VICTORIAS SECRET AND CO-$80.5M -14.4%
  • ABERCROMBIE & FITCH CO-$56.3M -27.4%
  • ALIBABA GROUP HLDG LTD-$15.4M -14.4%
  • THOR INDS INC-$6.0M -22.2%
  • BOEING CO-$1.8M -8.3%
Show all 6

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • INGLES MKTS INC$521.8K
  • SPORTSMANS WHSE HLDGS INC$395.2K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VICTORIAS SECRET AND CO VSCO 926400102 $478.0M 56.77% 10,310,531 SH
2 ABERCROMBIE & FITCH CO ANF 002896207 $149.2M 17.72% 1,632,944 SH
3 ALIBABA GROUP HLDG LTD BABA 01609W102 $91.4M 10.86% 728,800 SH
4 SIMON PPTY GROUP INC NEW SPG 828806109 $80.7M 9.58% 432,500 SH
5 THOR INDS INC THO 885160101 $21.1M 2.50% 263,716 SH
6 BOEING CO BA 097023105 $19.7M 2.34% 99,000 SH
7 PLAYBOY INC PLBY 72814P109 $1.9M 0.22% 1,221,901 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $841.9M 7 0001213900-26-057083
2025-12-31 2026-02-17 $1.00B 9 0001213900-26-017280