Institutional Manager · CIK 0002094345
BBFIT INVESTMENTS PTE LTD
Singapore, U0 · File #028-26554
Latest AUM
$1.00B
Positions
9
Top-10 Concentration
100.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | VICTORIAS SECRET AND CO | 926400102 | +10,310,531 | +$558.5M | $0 |
| NEW | ABERCROMBIE & FITCH CO | ANF | +1,632,944 | +$205.5M | $0 |
| NEW | ALIBABA GROUP HLDG LTD | BBAAY | +728,800 | +$106.8M | $0 |
| NEW | SIMON PPTY GROUP INC NEW | 828806109 | +432,500 | +$80.1M | $0 |
| NEW | THOR INDS INC | 885160101 | +263,716 | +$27.1M | $0 |
| NEW | BOEING CO | BA-PA | +99,000 | +$21.5M | $0 |
| NEW | PLAYBOY INC | PLBY | +1,221,901 | +$2.3M | $0 |
| NEW | INGLES MKTS INC | 457030104 | +7,612 | +$521,803 | $0 |
| NEW | SPORTSMANS WHSE HLDGS INC | 84920Y106 | +270,713 | +$395,241 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20259 pos · $1.00B
Top 9 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VICTORIAS SECRET AND CO | 926400102 | 10,310,531 | $558.5M | 55.70% |
| 2 | ABERCROMBIE & FITCH CO | ANF | 1,632,944 | $205.5M | 20.50% |
| 3 | ALIBABA GROUP HLDG LTD | BBAAY | 728,800 | $106.8M | 10.65% |
| 4 | SIMON PPTY GROUP INC NEW | 828806109 | 432,500 | $80.1M | 7.98% |
| 5 | THOR INDS INC | 885160101 | 263,716 | $27.1M | 2.70% |
| 6 | BOEING CO | BA-PA | 99,000 | $21.5M | 2.14% |
| 7 | PLAYBOY INC | PLBY | 1,221,901 | $2.3M | 0.23% |
| 8 | INGLES MKTS INC | 457030104 | 7,612 | $521,803 | 0.05% |
| 9 | SPORTSMANS WHSE HLDGS INC | 84920Y106 | 270,713 | $395,241 | 0.04% |