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True Blue (BVI) Ltd

Q3 2025 · 13F-HR

True Blue (BVI) Ltdholdings as filed

Filed 2025-11-14 · accession 0001013594-25-001403

$208.2M
Reported value
4
Positions
2025-09-30
Period end
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The Brief · True Blue (BVI) Ltd · Q3 2025

AI · grounded in 13F

True Blue (BVI) Ltd established a new position in MSFT valued at $70.2M. The fund also initiated new holdings in GOOG for $51.4M and GOOGL for $49.1M. Additionally, the fund added NVDA to its portfolio with a $37.4M investment. These four positions comprise the fund's total AUM of $208.2M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$70.2M33.7%135,620CommonNONE
02079K107GOOGALPHABET INC$51.4M24.7%211,050CommonNONE
02079K305GOOGLALPHABET INC$49.1M23.6%202,000CommonNONE
67066G104NVDANVIDIA CORPORATION$37.4M18.0%200,520CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.